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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 %
3LCM
1
3D/L Capital Management
Connecticut
$27.2M -$741K -21,143 -3%
LAM
2
Lifestyle Asset Management
Texas
$17.6M +$294K +8,398 +2%
ACG
3
Allen Capital Group
Nebraska
$7.96M +$7.96M +227,080 New
Osaic Holdings
4
Osaic Holdings
Arizona
$7.81M -$161K -4,589 -2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.86M -$217K -6,191 -3%
AWM
6
AE Wealth Management
Kansas
$6.28M +$119K +3,385 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.75M -$793K -22,631 -14%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$4.1M -$436K -12,429 -10%
SW
9
SMART Wealth
Nebraska
$3.37M -$486K -13,860 -13%
KWS
10
Keystone Wealth Services
California
$3.12M
VBFP
11
Valtinson Bruner Financial Planning
Minnesota
$2.96M -$158K -4,517 -5%
Truist Financial
12
Truist Financial
North Carolina
$2.38M -$39.9K -1,137 -2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.33M -$1.31M -37,332 -36%
RJA
14
Raymond James & Associates
Florida
$2.26M -$138K -3,949 -6%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$1.94M -$4.14M -118,084 -68%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$1.76M
OMC
17
Old Mission Capital
Illinois
$1.76M +$769K +21,930 +77%
OIA
18
OneDigital Investment Advisors
Kansas
$1.74M -$134K -3,833 -7%
HI
19
Harbour Investments
Wisconsin
$1.63M -$8.84M -252,264 -84%
CA
20
Cetera Advisors
Colorado
$1.62M -$52.9K -1,510 -3%
SMF
21
Sterling Manor Financial
New York
$1.62M +$785K +22,400 +94%
PWM
22
PRW Wealth Management
Massachusetts
$1.61M +$1.61M +45,264 New
SI
23
Stephens Inc
Arkansas
$1.59M
KPWS
24
Kestra Private Wealth Services
Texas
$1.44M -$152K -4,340 -10%
MCWS
25
McKinley Carter Wealth Services
West Virginia
$1.3M -$101K -2,871 -7%