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FT Vest US Equity Moderate Buffer ETF February

92 hedge funds and large institutions have $300M invested in FT Vest US Equity Moderate Buffer ETF February in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 26 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+52
Holders Change %
+130%
% of All Funds
1.33%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
54
Increased
26
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$613K +$191K +5,540 +45%
CFS
52
Commonwealth Financial Services
West Virginia
$608K
EMAM
53
Encompass More Asset Management
California
$572K +$572K +16,596 New
BCI
54
Brinker Capital Investments
Pennsylvania
$518K +$37.8K +1,097 +8%
OPS
55
Orion Portfolio Solutions
Nebraska
$518K +$37.8K +1,097 +8%
IFS
56
Ifrah Financial Services
Arkansas
$441K +$441K +12,799 New
AAS
57
Avantax Advisory Services
Texas
$424K +$32.3K +939 +8%
BWA
58
BlueChip Wealth Advisors
Georgia
$413K +$413K +11,980 New
ICG
59
InterOcean Capital Group
Tennessee
$410K +$410K +11,907 New
LNC
60
Lincoln National Corp
Pennsylvania
$387K -$145K -4,200 -27%
RJT
61
Raymond James Trust
Florida
$386K +$386K +11,200 New
AWM
62
AE Wealth Management
Kansas
$382K +$15.9K +463 +4%
MML Investors Services
63
MML Investors Services
Massachusetts
$360K +$360K +10,461 New
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$319K +$319K +9,262 New
CWS
65
Cypress Wealth Services
California
$316K -$29K -843 -8%
FNWA
66
Financial Network Wealth Advisors
Utah
$307K +$307K +8,910 New
TC
67
TownSquare Capital
Utah
$307K +$307K +8,910 New
OIA
68
OneDigital Investment Advisors
Kansas
$272K -$15.6K -454 -5%
NFG
69
Nations Financial Group
Iowa
$258K +$258K +7,477 New
VWA
70
Visionary Wealth Advisors
Illinois
$256K +$256K +7,444 New
PFS
71
Prospera Financial Services
Texas
$235K +$235K +6,835 New
GFA
72
Gallagher Fiduciary Advisors
Illinois
$232K +$232K +6,750 New
MSFS
73
Main Street Financial Solutions
Pennsylvania
$227K +$227K +6,588 New
KWA
74
Kingswood Wealth Advisors
California
$223K +$223K +6,476 New
BFA
75
Beacon Financial Advisory
Ohio
$222K +$222K +6,455 New