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FT Vest US Equity Moderate Buffer ETF February

116 hedge funds and large institutions have $204M invested in FT Vest US Equity Moderate Buffer ETF February in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+5
Holders Change %
+4.5%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
25
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$33.5M -$2.71M -69,557 -7%
Osaic Holdings
2
Osaic Holdings
Arizona
$17.5M +$4.51M +119,297 +35%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$12.6M +$1.93M +49,594 +18%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$12.6M +$260K +6,658 +2%
Mariner
5
Mariner
Kansas
$6.84M -$426K -10,937 -6%
AI
6
Atria Investments
North Carolina
$6.52M -$56.1K -1,438 -0.9%
CCFM
7
Clear Creek Financial Management
Washington
$6.37M +$624K +16,016 +11%
SPIA
8
Steward Partners Investment Advisory
New York
$6.15M -$4.91M -125,822 -44%
KAS
9
Kestra Advisory Services
Texas
$5.32M +$819K +20,996 +18%
FIBOI
10
First International Bank of Israel
$5.07M +$5.07M +130,000 New
UWP
11
Uniting Wealth Partners
Kansas
$4.96M +$4.96M +127,308 New
MAM
12
Milestone Asset Management
Pennsylvania
$4.96M +$98.7K +2,531 +2%
ODFS
13
O'Donnell Financial Services
California
$4.44M -$60.6K -1,555 -1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$4.11M -$275K -7,064 -6%
SS
15
Sunbelt Securities
Texas
$3.4M -$101K -2,692 -3%
SW
16
SMART Wealth
Nebraska
$3.27M +$3.27M +83,886 New
GF
17
Gries Financial
Ohio
$3.07M +$1.05M +26,927 +52%
PSCM
18
Per Stirling Capital Management
Texas
$2.96M +$3.35K +86 +0.1%
LPL Financial
19
LPL Financial
California
$2.85M +$396K +10,146 +16%
TLA
20
Tanglewood Legacy Advisors
Texas
$2.76M -$38.5K -987 -1%
CHC
21
City Holding Co
West Virginia
$2.24M
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.23M +$74.8K +1,919 +3%
SCA
23
Sage Capital Advisors
South Dakota
$2.05M +$171K +4,377 +9%
FFS
24
Founders Financial Securities
Maryland
$1.76M -$26.7K -684 -1%
HI
25
Harbour Investments
Wisconsin
$1.46M +$68.5K +1,757 +5%