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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 %
FD
1
Financial Designs
California
$12.2M -$54.5K -1,344 -0.4%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$11.9M -$81.8K -2,017 -0.7%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$10.2M -$2.26M -55,651 -18%
Osaic Holdings
4
Osaic Holdings
Arizona
$9.1M -$675K -16,634 -7%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$6.18M +$5.82M +143,456 +1,612%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.71M +$1.46M +35,973 +34%
MC
7
McCarthy & Cox
Ohio
$5.57M +$5.57M +137,225 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.37M +$403K +9,924 +8%
RFG
9
REAP Financial Group
Texas
$5.2M -$15.9K -393 -0.3%
PFS
10
Prospera Financial Services
Texas
$5.01M +$40.7K +1,004 +0.8%
EFL
11
ERn Financial LLC
Wisconsin
$4.16M +$85.6K +2,109 +2%
SI
12
Stephens Inc
Arkansas
$4.01M -$6.69K -165 -0.2%
SWA
13
SOA Wealth Advisors
New York
$3.66M -$54.1K -1,333 -1%
RJA
14
Raymond James & Associates
Florida
$3.46M -$538K -13,267 -13%
VBFP
15
Valtinson Bruner Financial Planning
Minnesota
$3.3M -$1.7K -42 -0.1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.14M -$1.05M -25,868 -25%
KAS
17
Kestra Advisory Services
Texas
$2.92M +$1.16M +28,649 +66%
CA
18
Cetera Advisors
Colorado
$2.63M -$404K -9,948 -13%
CAN
19
Cetera Advisor Networks
California
$2.34M +$773K +19,050 +49%
LPL Financial
20
LPL Financial
California
$2.25M +$436K +10,751 +24%
AWM
21
AE Wealth Management
Kansas
$1.9M -$730K -17,987 -28%
OIA
22
OneDigital Investment Advisors
Kansas
$1.85M +$20.1K +495 +1%
FFA
23
Fragasso Financial Advisors
Pennsylvania
$1.59M
MCWS
24
McKinley Carter Wealth Services
West Virginia
$1.51M +$77.1K +1,900 +5%
WWM
25
Wolff Wiese Magana
California
$1.5M -$20.5K -505 -1%