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FT Vest US Equity Buffer ETF October

96 hedge funds and large institutions have $150M invested in FT Vest US Equity Buffer ETF October in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
-1
Holders Change %
-1.03%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
18
Reduced
38
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ALS
76
Andrew L. Share
$253K
TFS
77
Thoroughbred Financial Services
Tennessee
$252K
KWA
78
Kingswood Wealth Advisors
California
$237K +$6.09K +150 +3%
SW
79
SMART Wealth
Nebraska
$225K +$225K +5,536 New
BFA
80
Beacon Financial Advisory
Ohio
$223K
FNWA
81
Financial Network Wealth Advisors
Utah
$214K
BCI
82
Brinker Capital Investments
Pennsylvania
$210K
OPS
83
Orion Portfolio Solutions
Nebraska
$210K
SS
84
Sunbelt Securities
Texas
$111K -$63.9K -1,575 -36%
CFGS
85
Concourse Financial Group Securities
Alabama
$110K
CPA
86
Clear Point Advisors
New York
$88.7K
AIP
87
Ameritas Investment Partners
Nebraska
$79.1K
LFG
88
Larson Financial Group
Missouri
$43K -$32.1K -791 -43%
Bank of America
89
Bank of America
North Carolina
$30.3K
CIAS
90
Capital Investment Advisory Services
North Carolina
$25.6K
FDCDDQ
91
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.5K
CJ
92
Caitlin John
Michigan
$16.4K
UBS Group
93
UBS Group
Switzerland
$12.5K -$86.3K -2,126 -87%
TAM
94
Tucker Asset Management
Colorado
$9.62K
Morgan Stanley
95
Morgan Stanley
New York
$5.92K +$5.92K +146 New
EWM
96
EPG Wealth Management
Georgia
$5.56K
AP
97
Americana Partners
Texas
-$16.7M -430,294 Closed
LCWP
98
Legacy Capital Wealth Partners
Arkansas
-$7.12M -182,981 Closed
MWM
99
Meridian Wealth Management
Kentucky
-$582K -14,966 Closed
Goldman Sachs
100
Goldman Sachs
New York
-$536K -13,785 Closed