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FT Vest US Equity Buffer ETF November

92 hedge funds and large institutions have $169M invested in FT Vest US Equity Buffer ETF November in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
-2
Holders Change %
-2.13%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
15
Reduced
42
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FWM
76
ForthRight Wealth Management
Georgia
$224K
Envestnet Portfolio Solutions
77
Envestnet Portfolio Solutions
Illinois
$220K +$220K +5,662 New
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$218K -$545 -14 -0.2%
BCM
79
Brookstone Capital Management
Illinois
$209K
SOS
80
Silver Oak Securities
Tennessee
$207K
CFGS
81
Concourse Financial Group Securities
Alabama
$166K -$19.8K -510 -11%
GM
82
GeoWealth Management
Illinois
$163K +$132K +3,391 +425%
Morgan Stanley
83
Morgan Stanley
New York
$133K
CAL
84
Capital Analysts LLC
Pennsylvania
$97K
AIC
85
Archer Investment Corporation
Indiana
$90.4K
FDCDDQ
86
Federation des caisses Desjardins du Quebec
Quebec, Canada
$58.3K
AIP
87
Ameritas Investment Partners
Nebraska
$57.9K
LFG
88
Larson Financial Group
Missouri
$50.1K
Bank of America
89
Bank of America
North Carolina
$29.1K +$29.1K +749 New
RIA
90
Realta Investment Advisors
Delaware
$24.2K
Wells Fargo
91
Wells Fargo
California
$4.86K +$4.86K +125 New
UBS Group
92
UBS Group
Switzerland
$3.3K -$151K -3,881 -98%
KIA
93
Kraematon Investment Advisors
Massachusetts
-$1.77M -43,850 Closed
OMC
94
Old Mission Capital
Illinois
-$886K -22,010 Closed
ICG
95
InterOcean Capital Group
Tennessee
-$656K -16,280 Closed
SB
96
Strategic Blueprint
Georgia
-$504K -12,511 Closed
MML Investors Services
97
MML Investors Services
Massachusetts
-$485K -12,034 Closed
MOS
98
MGO One Seven
Ohio
-$461K -11,460 Closed
Citadel Advisors
99
Citadel Advisors
Florida
-$412K -10,235 Closed
KWA
100
Kingswood Wealth Advisors
California
-$409K -10,150 Closed