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FT Vest US Equity Buffer ETF October

97 hedge funds and large institutions have $161M invested in FT Vest US Equity Buffer ETF October in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+22
Holders Change %
+29.33%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
32
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AP
1
Americana Partners
Texas
$16.7M +$16.7M +430,294 New
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$11.9M +$9.98M +256,539 +512%
FD
3
Financial Designs
California
$11.8M +$11.8M +302,338 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$11.5M +$1.66M +42,673 +17%
Osaic Holdings
5
Osaic Holdings
Arizona
$9.37M +$4.25M +109,329 +83%
LCWP
6
Legacy Capital Wealth Partners
Arkansas
$7.12M +$7.12M +182,981 New
RFG
7
REAP Financial Group
Texas
$5M +$5M +128,627 New
PFS
8
Prospera Financial Services
Texas
$4.76M +$4.76M +122,434 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4.76M +$471K +12,123 +11%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.07M +$1.11M +28,532 +37%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.02M +$909K +23,382 +29%
EFL
12
ERn Financial LLC
Wisconsin
$3.93M +$3.93M +100,360 New
SI
13
Stephens Inc
Arkansas
$3.85M +$2.12M +54,472 +123%
RJA
14
Raymond James & Associates
Florida
$3.84M +$2.85M +73,163 +287%
SWA
15
SOA Wealth Advisors
New York
$3.56M +$3.44M +88,352 +2,771%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$3.48M +$3.48M +89,518 New
VBFP
17
Valtinson Bruner Financial Planning
Minnesota
$3.17M -$20.5K -528 -0.6%
CA
18
Cetera Advisors
Colorado
$2.91M +$1.6M +41,132 +122%
AWM
19
AE Wealth Management
Kansas
$2.56M -$1.18M -29,834 -32%
Truist Financial
20
Truist Financial
North Carolina
$1.97M -$113K -2,895 -5%
OIA
21
OneDigital Investment Advisors
Kansas
$1.75M +$135K +3,483 +8%
LPL Financial
22
LPL Financial
California
$1.74M +$803K +20,637 +86%
KAS
23
Kestra Advisory Services
Texas
$1.69M +$1.08M +27,847 +179%
HI
24
Harbour Investments
Wisconsin
$1.58M +$89.3K +2,296 +6%
FFA
25
Fragasso Financial Advisors
Pennsylvania
$1.52M +$1.06M +27,156 +226%