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FT Vest US Equity Moderate Buffer ETF April

69 hedge funds and large institutions have $135M invested in FT Vest US Equity Moderate Buffer ETF April in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 2

218% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 11

102% more capital invested

Capital invested by funds: $66.5M → $135M (+$68.1M)

25% more funds holding

Funds holding: 5569 (+14)

10.93% less ownership

Funds ownership: 71.02%60.09% (-11%)

Holders
69
Holders Change
+14
Holders Change %
+25.45%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
35
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$13.6M +$12.8M +370,139 +3,711%
NWWA
2
New Wave Wealth Advisors
Arkansas
$13.5M +$13.2M +379,261 New
RJFSA
3
Raymond James Financial Services Advisors
Florida
$12.2M +$10.4M +298,982 +677%
KAS
4
Kestra Advisory Services
Texas
$11.7M +$2.58M +74,221 +29%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$11M +$9.42M +271,624 +746%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$9.81M -$1.57M -45,321 -14%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$9.05M +$1.71M +49,163 +24%
Truist Financial
8
Truist Financial
North Carolina
$7.53M +$385K +11,104 +6%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$5.23M +$744K +21,453 +17%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.68M +$2.3M +66,182 +102%
SW
11
Schulz Wealth
Texas
$3.98M +$1.8M +51,899 +87%
CHC
12
City Holding Co
West Virginia
$2.64M +$70.3K +2,025 +3%
AWAG
13
ARS Wealth Advisors Group
Florida
$2.18M
AP
14
Americana Partners
Texas
$1.37M +$1.33M +38,456 New
SB
15
Strategic Blueprint
Georgia
$1.37M -$32.6K -940 -2%
PSCM
16
Per Stirling Capital Management
Texas
$1.31M +$1.27M +36,687 New
FA
17
Flagstar Advisors
New York
$1.3M +$1.27M +36,523 New
KWS
18
Keystone Wealth Services
California
$1.26M
SI
19
Stephens Inc
Arkansas
$1.23M -$3.47K -100 -0.3%
LPL Financial
20
LPL Financial
California
$1.17M +$164K +4,714 +17%
NA
21
NewEdge Advisors
Louisiana
$1.12M +$477K +13,760 +77%
RFG
22
REAP Financial Group
Texas
$1.03M +$496K +14,307 +98%
TLA
23
Tanglewood Legacy Advisors
Texas
$1.03M +$497K +14,316 +98%
MCM
24
MAI Capital Management
Ohio
$916K +$891K +25,687 New
BFG
25
Bouchey Financial Group
New York
$756K +$21.5K +621 +3%

GAPR Hedge Fund Activity: Q2 2024 in Review

69 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF April (GAPR) for Q2 2024, worth a combined $135M — up 102% from $66.5M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new GAPR positions and 2 closed out — a net gain of 16 holders — while 35 added to existing stakes and 11 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $12.8M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $1.57M.

  • 69 institutional investors held FT Vest US Equity Moderate Buffer ETF April (GAPR) as of Q2 2024, up from 55 in Q1 2024.
  • Funds reported $135M of FT Vest US Equity Moderate Buffer ETF April stock for Q2 2024, up 102% quarter-over-quarter.
  • 18 funds opened new FT Vest US Equity Moderate Buffer ETF April positions in Q2 2024 and 2 closed out, a net change of +16 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF April buyer in Q2 2024 was Raymond James & Associates, an estimated $12.8M added.
  • The largest FT Vest US Equity Moderate Buffer ETF April seller in Q2 2024 was CAPTRUST Financial Advisors, an estimated $1.57M sold.

Based on aggregated 13F filings for Q2 2024.