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FT Vest US Equity Moderate Buffer ETF February

108 hedge funds and large institutions have $148M invested in FT Vest US Equity Moderate Buffer ETF February in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 12 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

2.67% more ownership

Funds ownership: 46.32%48.98% (+2.7%)

0% more funds holding

Funds holding: 108108 (0)

10% less capital invested

Capital invested by funds: $164M → $148M (-$16.2M)

73% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 44

Holders
108
Holders Change
Holders Change %
0%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
12
Reduced
44
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$14.4M -$1.18M -28,748 -8%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$10.8M -$1.86M -45,379 -15%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$10.1M -$1.25M -30,413 -11%
Osaic Holdings
4
Osaic Holdings
Arizona
$9.74M -$2.34M -57,226 -20%
FIBOI
5
First International Bank of Israel
$5.4M
Mariner
6
Mariner
Kansas
$5.21M -$535K -13,077 -9%
MAM
7
Milestone Asset Management
Pennsylvania
$5.17M +$258K +6,309 +5%
AI
8
Atria Investments
North Carolina
$4.85M -$643K -15,695 -12%
ODFS
9
O'Donnell Financial Services
California
$4.48M -$65.3K -1,596 -1%
SS
10
Sunbelt Securities
Texas
$4.41M
KAS
11
Kestra Advisory Services
Texas
$4.38M -$143K -3,501 -3%
CCFM
12
Clear Creek Financial Management
Washington
$4.36M -$915K -22,358 -18%
LPL Financial
13
LPL Financial
California
$4.14M +$446K +10,890 +12%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.41M -$520K -12,690 -13%
PSCM
15
Per Stirling Capital Management
Texas
$3.1M -$32.4K -792 -1%
TLA
16
Tanglewood Legacy Advisors
Texas
$2.82M
SW
17
SMART Wealth
Nebraska
$2.66M -$280K -6,831 -10%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.21M -$44.8K -1,094 -2%
FFS
19
Founders Financial Securities
Maryland
$2.17M +$140K +3,418 +7%
CHC
20
City Holding Co
West Virginia
$2.01M
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.61M -$10.4K -253 -0.6%
AWA
22
Arkadios Wealth Advisors
Georgia
$1.56M +$596K +14,563 +64%
BCM
23
Brookstone Capital Management
Illinois
$1.51M -$9.62K -235 -0.6%
FFA
24
Farther Finance Advisors
California
$1.49M -$57.3K -1,400 -4%
CB
25
Chris Bulman
California
$1.46M +$19.4K +474 +1%