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FT Vest US Equity Buffer ETF September

111 hedge funds and large institutions have $228M invested in FT Vest US Equity Buffer ETF September in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 22 reducing their positions, and 7 closing their positions.

Holders
111
Holders Change
+15
Holders Change %
+15.63%
% of All Funds
1.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
22
Increased
51
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$20.1M 447,864 +148,626 +50%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17.7M 392,923 +289,893 +281%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$14.5M 322,515 +28,316 +10%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$11.5M 254,846 +204,705 +408%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$9.89M 220,127 -95,515 -30%
WIM
6
WealthPlan Investment Management
Nebraska
$9.51M 211,633 +211,633 New
CFS
7
Commonwealth Financial Services
West Virginia
$7.86M 175,980 +175,980 New
CW
8
CreativeOne Wealth
Kansas
$7.62M 169,668 +159,339 +1,543%
KAS
9
Kestra Advisory Services
Texas
$6.37M 141,813 +31,025 +28%
RFG
10
REAP Financial Group
Texas
$6.13M 136,414 +40,288 +42%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$5.73M 127,419 -12,501 -9%
MC
12
McCarthy & Cox
Ohio
$5.39M 119,899 +1,284 +1%
SW
13
Schulz Wealth
Texas
$5.29M 117,782 +724 +0.6%
ZIMP
14
Zimmermann Investment Management & Planning
Pennsylvania
$5.02M 111,724 +111,724 New
WP
15
WealthPLAN Partners
Nebraska
$4.85M 107,828 +107,828 New
KWS
16
Keystone Wealth Services
California
$4.83M 107,435 +4,051 +4%
LPL Financial
17
LPL Financial
California
$4.29M 95,486 -795 -0.8%
SB
18
Strategic Blueprint
Georgia
$4.2M 93,408 +80,898 +647%
RJA
19
Raymond James & Associates
Florida
$3.88M 86,257 +1,526 +2%
1W
20
1776 Wealth
Georgia
$3.3M 73,408 +1,121 +2%
FFA
21
Fragasso Financial Advisors
Pennsylvania
$3.22M 71,617 +28,409 +66%
AssetMark Inc
22
AssetMark Inc
California
$3.02M 67,253 +44,725 +199%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$2.64M 58,664 +44,515 +315%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.56M 57,028 +1,972 +4%
PFS
25
Prospera Financial Services
Texas
$2.53M 56,266 +4,151 +8%