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FT Vest US Equity Buffer ETF October

75 hedge funds and large institutions have $71.3M invested in FT Vest US Equity Buffer ETF October in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
-7
Holders Change %
-8.54%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
9
Reduced
38
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$9.23M -$906K -24,811 -9%
Osaic Holdings
2
Osaic Holdings
Arizona
$4.81M -$1.14M -31,107 -19%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.03M +$26.6K +727 +0.7%
AWM
4
AE Wealth Management
Kansas
$3.45M -$1.07M -29,213 -24%
VBFP
5
Valtinson Bruner Financial Planning
Minnesota
$2.99M -$49.1K -1,343 -2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.92M -$799K -21,862 -21%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.78M -$158K -4,315 -5%
Truist Financial
8
Truist Financial
North Carolina
$1.96M -$157K -4,311 -7%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$1.83M -$3.47K -95 -0.2%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$1.77M +$52K +1,424 +3%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.69M -$91.6K -2,507 -5%
SI
12
Stephens Inc
Arkansas
$1.62M -$11K -300 -0.7%
OIA
13
OneDigital Investment Advisors
Kansas
$1.52M -$270K -7,404 -15%
PWM
14
PRW Wealth Management
Massachusetts
$1.42M -$18.9M -529,407 -93%
SW
15
SMART Wealth
Nebraska
$1.42M -$745K -20,384 -34%
HI
16
Harbour Investments
Wisconsin
$1.4M -$73 -2 -0%
MCWS
17
McKinley Carter Wealth Services
West Virginia
$1.36M
NA
18
NewEdge Advisors
Louisiana
$1.33M +$119K +3,267 +10%
CA
19
Cetera Advisors
Colorado
$1.23M -$280K -7,656 -19%
FPWM
20
FSB Premier Wealth Management
Iowa
$1.19M -$21.5K -589 -2%
CAN
21
Cetera Advisor Networks
California
$1.18M +$134K +3,655 +13%
WWM
22
Wolff Wiese Magana
California
$1.09M -$14.6K -400 -1%
RJA
23
Raymond James & Associates
Florida
$931K -$1.41M -38,578 -60%
LPL Financial
24
LPL Financial
California
$881K +$550K +15,050 +166%
3LCM
25
3D/L Capital Management
Connecticut
$806K -$974K -26,660 -55%