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FT Vest US Equity Moderate Buffer ETF December

101 hedge funds and large institutions have $273M invested in FT Vest US Equity Moderate Buffer ETF December in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+5
Holders Change %
+5.21%
% of All Funds
1.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
42
Reduced
31
Closed
10
Calls
$58K
Puts
Net Calls
+$58K
Net Calls Change
+$58K
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$99.8M +$2.38M +71,867 +2%
Raymond James Financial
2
Raymond James Financial
Florida
$25.8M +$18.9M +569,771 +271%
Osaic Holdings
3
Osaic Holdings
Arizona
$18.3M +$3.17M +95,720 +21%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$13.5M +$7.37M +222,603 +120%
MCM
5
MAI Capital Management
Ohio
$10.3M -$779K -23,523 -7%
FWM
6
FSR Wealth Management
Illinois
$8.98M +$266K +8,044 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$7.77M -$982K -29,650 -11%
MML Investors Services
8
MML Investors Services
Massachusetts
$6.73M -$1.08M -32,629 -14%
LAS
9
Lloyd Advisory Services
Georgia
$6.34M -$192K -5,803 -3%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$5.41M +$706K +21,316 +15%
OWA
11
Outlook Wealth Advisors
Texas
$5.23M -$103K -3,105 -2%
HI
12
Harbour Investments
Wisconsin
$5.02M +$4.74M +143,052 +1,663%
TAP
13
Tounjian Advisory Partners
Florida
$4.3M +$4.3M +129,986 New
SW
14
SMART Wealth
Nebraska
$3.74M +$381K +11,511 +11%
BOSSRA
15
B.O.S.S. Retirement Advisors
Utah
$3.62M +$46.8K +1,414 +1%
BIM
16
Bullseye Investment Management
Ohio
$3.12M +$97.4K +2,943 +3%
PCA
17
Pallas Capital Advisors
Massachusetts
$2.77M -$3.69M -111,534 -57%
KAS
18
Kestra Advisory Services
Texas
$2.66M -$111K -3,357 -4%
FI
19
FWG Investments
Kentucky
$2.21M +$487K +14,701 +28%
LI
20
LifeWealth Investments
Florida
$1.76M +$821K +24,806 +88%
LPL Financial
21
LPL Financial
California
$1.63M +$70.2K +2,120 +5%
HBS
22
Howard Bailey Securities
Indiana
$1.58M -$87.4K -2,640 -5%
TC
23
TownSquare Capital
Utah
$1.57M +$1.57M +47,445 New
FA
24
FSA Advisors
Michigan
$1.47M +$357K +10,794 +32%
CA
25
Clearstead Advisors
Ohio
$1.3M -$583K -17,600 -31%