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FT Vest US Equity Buffer ETF October

97 hedge funds and large institutions have $131M invested in FT Vest US Equity Buffer ETF October in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
13
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$10.3M -$1.89M -45,432 -15%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$9.77M -$660K -15,881 -6%
LCWP
3
Legacy Capital Wealth Partners
Arkansas
$6.5M +$6.5M +156,369 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.33M +$483K +11,625 +8%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$6.31M -$20.6K -497 -0.3%
MC
6
McCarthy & Cox
Ohio
$5.7M
RJFSA
7
Raymond James Financial Services Advisors
Florida
$5.47M -$29.4K -708 -0.5%
RFG
8
REAP Financial Group
Texas
$5.3M -$23.3K -562 -0.4%
PFS
9
Prospera Financial Services
Texas
$5.15M +$25.9K +624 +0.5%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.49M -$4.83M -116,301 -52%
SI
11
Stephens Inc
Arkansas
$4.09M -$16.6K -400 -0.4%
SWA
12
SOA Wealth Advisors
New York
$3.7M -$50K -1,204 -1%
VBFP
13
Valtinson Bruner Financial Planning
Minnesota
$3.28M -$105K -2,526 -3%
RJA
14
Raymond James & Associates
Florida
$3.1M -$443K -10,660 -12%
EFL
15
ERn Financial LLC
Wisconsin
$3.04M -$1.21M -29,246 -29%
KAS
16
Kestra Advisory Services
Texas
$2.73M -$265K -6,379 -9%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.54M -$675K -16,241 -21%
LPL Financial
18
LPL Financial
California
$2.25M -$60.5K -1,456 -3%
OIA
19
OneDigital Investment Advisors
Kansas
$1.99M +$99.5K +2,396 +5%
AWM
20
AE Wealth Management
Kansas
$1.68M -$262K -6,319 -14%
FFA
21
Fragasso Financial Advisors
Pennsylvania
$1.63M -$42 -1 -0%
Truist Financial
22
Truist Financial
North Carolina
$1.57M +$41.7K +1,005 +3%
MCWS
23
McKinley Carter Wealth Services
West Virginia
$1.54M
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.5M +$20.7K +499 +1%
WWM
25
Wolff Wiese Magana
California
$1.46M -$74.2K -1,786 -5%