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FT Vest US Equity Buffer ETF October

97 hedge funds and large institutions have $131M invested in FT Vest US Equity Buffer ETF October in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
13
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SW
51
SMART Wealth
Nebraska
$461K +$231K +5,557 +100%
OWA
52
Octavia Wealth Advisors
Ohio
$459K
KWS
53
Keystone Wealth Services
California
$421K
AIC
54
Archer Investment Corporation
Indiana
$406K
CA
55
CoreCap Advisors
Michigan
$399K +$52.8K +1,270 +15%
Mariner
56
Mariner
Kansas
$393K
AAS
57
Avantax Advisory Services
Texas
$384K -$182K -4,379 -32%
FI
58
FWG Investments
Kentucky
$373K -$3.16K -76 -0.8%
NS
59
NBC Securities
Alabama
$363K -$42.1K -1,015 -10%
GFA
60
Gallagher Fiduciary Advisors
Illinois
$361K -$1.04K -25 -0.3%
GKWIM
61
Gerber Kawasaki Wealth & Investment Management
California
$348K +$30.1K +725 +9%
JWCA
62
J.W. Cole Advisors
Florida
$334K
MWM
63
Meridian Wealth Management
Kentucky
$332K +$332K +7,983 New
BPA
64
Beacon Pointe Advisors
California
$327K -$58.2K -1,400 -15%
BBPWM
65
Blue Bell Private Wealth Management
Pennsylvania
$321K
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$293K -$589K -14,172 -67%
DFA
67
DHJJ Financial Advisors
Illinois
$292K
ACMA
68
Arbor Capital Management (Alaska)
Alaska
$289K
WAM
69
WealthTrust Asset Management
Florida
$287K
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$286K -$22.6K -546 -7%
GEA
71
Glen Eagle Advisors
New Jersey
$280K
BRWA
72
B. Riley Wealth Advisors
Florida
$270K +$270K +6,500 New
SEIA
73
Signature Estate & Investment Advisors
California
$264K +$264K +6,363 New
ALS
74
Andrew L. Share
$259K
TFS
75
Thoroughbred Financial Services
Tennessee
$258K