FOCT icon

FT Vest US Equity Buffer ETF October

49 hedge funds and large institutions have $51.1M invested in FT Vest US Equity Buffer ETF October in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+25
Holders Change %
+104.17%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
29
Increased
11
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$6.12M +$6.12M +171,347 New
LFG
2
Larson Financial Group
Missouri
$5.13M +$5.13M +143,612 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.9M +$2.61M +73,166 +114%
LC
4
Legacy CG
Texas
$4.44M +$4.44M +124,288 New
VBFP
5
Valtinson Bruner Financial Planning
Minnesota
$3.28M -$5.72K -160 -0.2%
PWM
6
PRW Wealth Management
Massachusetts
$2.99M -$47.4K -1,327 -2%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.19M +$1.83M +51,059 +501%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$1.95M +$1.95M +54,496 New
APA
9
American Portfolios Advisors
New York
$1.71M +$101K +2,835 +6%
AIC
10
Archer Investment Corporation
Indiana
$1.57M +$1.35M +37,697 +613%
BRWM
11
B. Riley Wealth Management
Tennessee
$1.54M +$1.19M +33,221 +332%
KWS
12
Keystone Wealth Services
California
$1.3M +$1.3M +36,265 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.23M +$1.23M +34,289 New
3LCM
14
3D/L Capital Management
Connecticut
$1.12M +$1.12M +31,389 New
OIA
15
OneDigital Investment Advisors
Kansas
$1.1M +$1.1M +30,779 New
WP
16
WealthPLAN Partners
Nebraska
$804K -$27.9K -801 -3%
AWM
17
AE Wealth Management
Kansas
$796K -$328K -9,180 -29%
AAS
18
Ameritas Advisory Services
Nebraska
$609K +$609K +17,062 New
APW
19
Aurora Private Wealth
New Jersey
$588K +$588K +16,451 New
PCA
20
Pallas Capital Advisors
Massachusetts
$555K
FPWM
21
FSB Premier Wealth Management
Iowa
$555K +$555K +15,554 New
T
22
TRUADVICE
Florida
$549K
MCWS
23
McKinley Carter Wealth Services
West Virginia
$505K +$93.7K +2,626 +23%
KAS
24
Kestra Advisory Services
Texas
$389K +$61.4K +1,718 +19%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$383K +$383K +10,711 New