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FT Vest US Equity Buffer ETF October

128 hedge funds and large institutions have $231M invested in FT Vest US Equity Buffer ETF October in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 45 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+34
Holders Change %
+36.17%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
41
Increased
45
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$24M +$20.9M +491,129 +684%
Raymond James Financial
2
Raymond James Financial
Florida
$22.6M +$22.6M +530,741 New
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$19.4M +$16.2M +379,095 +498%
LWP
4
LeClair Wealth Partners
Ohio
$12.2M +$12.2M +285,025 New
BFG
5
Bleakley Financial Group
New Jersey
$11.5M +$11.5M +270,666 New
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$8.05M +$4.63M +108,594 +135%
CW
7
CreativeOne Wealth
Kansas
$7.69M +$7.43M +174,406 +2,916%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$6.92M +$2.55M +59,915 +58%
WIM
9
WealthPlan Investment Management
Nebraska
$6.67M +$6.67M +156,445 New
MC
10
McCarthy & Cox
Ohio
$6.16M +$305K +7,162 +5%
Osaic Holdings
11
Osaic Holdings
Arizona
$6.15M +$1.89M +44,347 +44%
AA
12
Armis Advisers
Georgia
$5.26M +$5.26M +123,461 New
AssetMark Inc
13
AssetMark Inc
California
$4.74M +$1.72M +40,332 +57%
RFG
14
REAP Financial Group
Texas
$4.54M -$556K -13,046 -11%
KAS
15
Kestra Advisory Services
Texas
$4.25M +$1.6M +37,506 +60%
WP
16
WealthPLAN Partners
Nebraska
$3.83M +$3.83M +89,956 New
SWA
17
SOA Wealth Advisors
New York
$3.76M -$34.3K -805 -0.9%
MOS
18
MGO One Seven
Ohio
$3.4M +$2.83M +66,334 +498%
AFAS
19
Acorn Financial Advisory Services
Virginia
$3.31M +$3.31M +77,548 New
VBFP
20
Valtinson Bruner Financial Planning
Minnesota
$3.27M -$84.8K -1,990 -3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3.09M +$680K +15,958 +28%
MML Investors Services
22
MML Investors Services
Massachusetts
$2.76M +$1.65M +38,722 +150%
LPL Financial
23
LPL Financial
California
$2.64M +$369K +8,660 +16%
SI
24
Stephens Inc
Arkansas
$2.56M +$560K +13,134 +28%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.98M +$669K +15,687 +51%