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FT Vest US Equity Buffer ETF September

95 hedge funds and large institutions have $147M invested in FT Vest US Equity Buffer ETF September in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 44 reducing their positions, and 6 closing their positions.

Holders
95
Holders Change
-2
Holders Change %
-2.06%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
17
Reduced
44
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$15.3M 359,511 -45,832 -11%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$13.7M 322,379 -20,631 -6%
Osaic Holdings
3
Osaic Holdings
Arizona
$12.7M 299,243 -42,278 -12%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$6.14M 144,497 -19,456 -12%
MC
5
McCarthy & Cox
Ohio
$5.21M 122,616 +122,616 New
SW
6
Schulz Wealth
Texas
$5.03M 118,458 -1,496 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.72M 110,981 -542 -0.5%
KWS
8
Keystone Wealth Services
California
$4.66M 109,732 -290 -0.3%
KAS
9
Kestra Advisory Services
Texas
$4.65M 109,504 +72,295 +194%
RFG
10
REAP Financial Group
Texas
$4.16M 97,833 +324 +0.3%
LPL Financial
11
LPL Financial
California
$4M 94,156 +47,235 +101%
RJA
12
Raymond James & Associates
Florida
$3.88M 91,213 -1,700 -2%
1W
13
1776 Wealth
Georgia
$3.07M 72,287
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$2.94M 69,275 -4,279 -6%
HI
15
Harbour Investments
Wisconsin
$2.81M 66,163 -3,759 -5%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.66M 62,620 -18,007 -22%
PFS
17
Prospera Financial Services
Texas
$2.23M 52,415 -100 -0.2%
FFA
18
Fragasso Financial Advisors
Pennsylvania
$1.84M 43,208
VBFP
19
Valtinson Bruner Financial Planning
Minnesota
$1.81M 42,664 -63,904 -60%
AWS
20
Atria Wealth Solutions
New York
$1.74M 40,860 -3,000 -7%
BFG
21
Beacon Financial Group
Texas
$1.71M 40,342 -2,895 -7%
FPWM
22
FSB Premier Wealth Management
Iowa
$1.63M 38,420 +877 +2%
GKWIM
23
Gerber Kawasaki Wealth & Investment Management
California
$1.57M 36,878 +36,878 New
CA
24
Cetera Advisors
Colorado
$1.55M 36,593 +2,953 +9%
NA
25
NewEdge Advisors
Louisiana
$1.49M 34,996 -4,110 -11%