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FT Vest US Equity Buffer ETF October

86 hedge funds and large institutions have $140M invested in FT Vest US Equity Buffer ETF October in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
Holders Change %
0%
% of All Funds
1.38%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
11
Increased
10
Reduced
41
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$369K
PFS
52
Prospera Financial Services
Texas
$345K +$33.3K +950 +11%
Mariner
53
Mariner
Kansas
$335K -$2.03K -58 -0.6%
CAAS
54
Capital Asset Advisory Services
Michigan
$320K -$17K -485 -5%
GFA
55
Gallagher Fiduciary Advisors
Illinois
$306K +$306K +8,717 New
IWM
56
Iams Wealth Management
Nebraska
$298K
IF
57
Integrity Financial
Wyoming
$295K
JWCA
58
J.W. Cole Advisors
Florida
$292K -$27.2K -775 -9%
BRWA
59
B. Riley Wealth Advisors
Florida
$287K -$508K -14,500 -64%
LPL Financial
60
LPL Financial
California
$275K +$23.4K +667 +9%
WAM
61
WealthTrust Asset Management
Florida
$269K
1SB
62
1ST Source Bank
Indiana
$254K
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$249K +$249K +7,090 New
RA
64
RFG Advisory
Alabama
$248K
GEA
65
Glen Eagle Advisors
New Jersey
$236K
Citadel Advisors
66
Citadel Advisors
Florida
$225K -$5.78K -165 -3%
SG
67
StoneX Group
New York
$220K +$2.94K +84 +1%
TFS
68
Thoroughbred Financial Services
Tennessee
$218K
ACMA
69
Arbor Capital Management (Alaska)
Alaska
$218K -$5.58K -159 -2%
BFA
70
Beacon Financial Advisory
Ohio
$210K +$210K +5,990 New
WFA
71
WMG Financial Advisors
Tennessee
$209K -$35.1K -1,000 -14%
SS
72
Sunbelt Securities
Texas
$150K +$150K +4,317 New
CF
73
Centaurus Financial
California
$125K -$8.28K -236 -6%
SWA
74
SOA Wealth Advisors
New York
$112K
BBPWM
75
Blue Bell Private Wealth Management
Pennsylvania
$107K -$17.8K -508 -14%