FNOV icon

FT Vest US Equity Buffer ETF November

114 hedge funds and large institutions have $230M invested in FT Vest US Equity Buffer ETF November in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 6 closing their positions.

Holders
114
Holders Change
+22
Holders Change %
+23.91%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
41
Reduced
32
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$22.2M 521,888 +29,077 +6%
AA
2
Altman Advisors
Illinois
$15.2M 356,716 -76,519 -18%
IA
3
IFP Advisors
Florida
$11.4M 267,290 +260,826 +4,035%
MW
4
MBL Wealth
North Carolina
$9.8M 230,444 +4,444 +2%
Osaic Holdings
5
Osaic Holdings
Arizona
$9.52M 223,953 +48,391 +28%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$8M 188,226 +2,999 +2%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$7.91M 186,042 +186,042 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$7.46M 175,548 +127,551 +266%
CW
9
CreativeOne Wealth
Kansas
$7.08M 166,626 +43,363 +35%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$6.83M 160,734 +56,802 +55%
OAJ
11
Ogorek Anthony Joseph
New York
$6.73M 158,342
NW
12
Naviter Wealth
Arkansas
$5.29M 124,536 -699 -0.6%
CA
13
Cetera Advisors
Colorado
$5.13M 120,692 +15,427 +15%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$4.75M 111,652 +98,818 +770%
LPL Financial
15
LPL Financial
California
$4.54M 106,803 +4,102 +4%
EFL
16
ERn Financial LLC
Wisconsin
$3.77M 88,447 -2,453 -3%
RJA
17
Raymond James & Associates
Florida
$3.69M 86,701 +52,350 +152%
RFG
18
REAP Financial Group
Texas
$3.58M 84,169 +84,169 New
CAN
19
Cetera Advisor Networks
California
$3.48M 81,819 +33,551 +70%
DFA
20
DHJJ Financial Advisors
Illinois
$3.1M 72,873 -2,985 -4%
FFA
21
Fragasso Financial Advisors
Pennsylvania
$2.85M 67,008 +26,855 +67%
Mariner
22
Mariner
Kansas
$2.83M 66,641 -2,127 -3%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$2.61M 61,440 +61,440 New
MCWS
24
McKinley Carter Wealth Services
West Virginia
$2.57M 60,465 -583 -1%
AAS
25
Avantax Advisory Services
Texas
$2.5M 58,768 +13,422 +30%