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FT Vest US Equity Moderate Buffer ETF August

50 hedge funds and large institutions have $46.8M invested in FT Vest US Equity Moderate Buffer ETF August in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
12
Increased
7
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$289K -$225K -6,675 -44%
HP
27
Holistic Planning
Texas
$272K
MA
28
Mutual Advisors
Nebraska
$266K
BBPWM
29
Blue Bell Private Wealth Management
Pennsylvania
$262K -$7.48K -222 -3%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$253K -$2.4M -71,272 -90%
LPL Financial
31
LPL Financial
California
$236K +$28.6K +850 +14%
FNWA
32
Financial Network Wealth Advisors
Utah
$221K
TC
33
TownSquare Capital
Utah
$221K
SW
34
Schulz Wealth
Texas
$221K
CF
35
Centaurus Financial
California
$219K
BRWA
36
B. Riley Wealth Advisors
Florida
$215K +$215K +6,373 New
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$202K +$202K +6,000 New
CA
38
CoreCap Advisors
Michigan
$195K +$77.3K +2,296 +66%
UBS Group
39
UBS Group
Switzerland
$159K +$138K +4,099 +662%
IAIM
40
International Assets Investment Management
Florida
$98.2K +$98.2K +2,916 New
IF
41
Integrity Financial
Wyoming
$97K +$97K +2,881 New
HBW
42
Hazlett, Burt & Watson
West Virginia
$81K
DFA
43
DHJJ Financial Advisors
Illinois
$74.1K
IA
44
IFP Advisors
Florida
$55.5K
EWM
45
EPG Wealth Management
Georgia
$52.7K -$84.5K -2,565 Closed
SPIA
46
Steward Partners Investment Advisory
New York
$52.5K
PS
47
Principal Securities
Iowa
$19K -$18K -535 -49%
HI
48
Harbour Investments
Wisconsin
$16.8K
CJ
49
Caitlin John
Michigan
$12K +$572 +17 +5%
NFSG
50
Newbridge Financial Services Group
Florida
$2.96K