FSEP icon

FT Vest US Equity Buffer ETF September

77 hedge funds and large institutions have $146M invested in FT Vest US Equity Buffer ETF September in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+7
Holders Change %
+10%
% of All Funds
1.24%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
12
Increased
35
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$1.1M -$25.2K -752 -2%
OWA
27
Octavia Wealth Advisors
Ohio
$1.02M +$90.1K +2,691 +10%
IF
28
Integrity Financial
Wyoming
$1.02M +$387K +11,560 +61%
TFS
29
Thoroughbred Financial Services
Tennessee
$986K
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$980K -$55.6K -1,661 -5%
FFA
31
Fragasso Financial Advisors
Pennsylvania
$797K +$499K +14,908 +167%
BRWA
32
B. Riley Wealth Advisors
Florida
$749K -$845K -25,247 -53%
AFAS
33
Acorn Financial Advisory Services
Virginia
$739K
OIA
34
OneDigital Investment Advisors
Kansas
$737K
Mariner
35
Mariner
Kansas
$736K +$257K +7,670 +54%
LNC
36
Lincoln National Corp
Pennsylvania
$726K +$152K +4,553 +27%
MCWS
37
McKinley Carter Wealth Services
West Virginia
$708K +$92.6K +2,766 +15%
WP
38
WealthSource Partners
California
$680K -$137K -4,089 -17%
LI
39
LVZ Inc
Michigan
$609K
CAN
40
Cetera Advisor Networks
California
$588K +$150K +4,482 +34%
AAS
41
Ameritas Advisory Services
Nebraska
$585K -$91.1K -2,723 -13%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$568K +$14.1K +420 +3%
SWM
43
SeaCrest Wealth Management
New York
$563K
SS
44
Sunbelt Securities
Texas
$535K
MOS
45
MGO One Seven
Ohio
$532K -$23.1K -690 -4%
BFG
46
Beacon Financial Group
Texas
$522K
BPA
47
Beacon Pointe Advisors
California
$499K -$38.3K -1,145 -7%
SWP
48
Summit Wealth Partners
Florida
$492K
CAL
49
Capital Analysts LLC
Pennsylvania
$474K +$175K +5,241 +59%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$441K +$441K +13,167 New