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FT Vest US Equity Buffer ETF November

92 hedge funds and large institutions have $212M invested in FT Vest US Equity Buffer ETF November in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+15
Holders Change %
+19.48%
% of All Funds
1.48%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
32
Increased
32
Reduced
19
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HIS
76
Harvest Investment Services
Illinois
$233K +$233K +6,551 New
SFB
77
STAR Financial Bank
Indiana
$218K +$218K +6,150 New
RWA
78
Redhawk Wealth Advisors
Minnesota
$214K +$214K +6,028 New
NRI
79
NFP Retirement Inc
California
$207K +$207K +5,834 New
FWM
80
ForthRight Wealth Management
Georgia
$205K +$205K +5,760 New
SCFS
81
S.C. Financial Services
Arizona
$201K +$201K +5,652 New
CAL
82
Capital Analysts LLC
Pennsylvania
$177K +$177K +4,982 New
CFGS
83
Concourse Financial Group Securities
Alabama
$176K -$7.64K -215 -4%
BBPWM
84
Blue Bell Private Wealth Management
Pennsylvania
$80.7K -$24.8K -697 -23%
SWA
85
SOA Wealth Advisors
New York
$62.6K +$62.6K +1,762 New
FDCDDQ
86
Federation des caisses Desjardins du Quebec
Quebec, Canada
$61.1K
AIP
87
Ameritas Investment Partners
Nebraska
$52.9K +$52.9K +1,490 New
LFG
88
Larson Financial Group
Missouri
$45.8K
JPMorgan Chase & Co
89
JPMorgan Chase & Co
New York
$43K +$43K +1,200 New
Morgan Stanley
90
Morgan Stanley
New York
$23.8K
RIA
91
Realta Investment Advisors
Delaware
$21.3K +$21.3K +600 New
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$12K +$12K +346 New
BRWA
93
B. Riley Wealth Advisors
Florida
-$1.12M -34,105 Closed
OIM
94
Oder Investment Management
California
-$768K -23,296 Closed
Wolverine Trading
95
Wolverine Trading
Illinois
-$674K -20,213 Closed
GSAM
96
Grant Street Asset Management
Pennsylvania
-$641K -19,464 Closed
VCM
97
Virtue Capital Management
Tennessee
-$554K -16,802 Closed
Citadel Advisors
98
Citadel Advisors
Florida
-$501K -15,211 Closed
GM
99
GeoWealth Management
Illinois
-$267K -8,099 Closed
OIA
100
OneDigital Investment Advisors
Kansas
-$231K -7,000 Closed