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FT Vest US Equity Moderate Buffer ETF July

126 hedge funds and large institutions have $209M invested in FT Vest US Equity Moderate Buffer ETF July in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 52 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

3% less funds holding

Funds holding: 130126 (-4)

5.07% less ownership

Funds ownership: 59.44%54.37% (-5.1%)

16% less capital invested

Capital invested by funds: $250M → $209M (-$41M)

77% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 52

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
126
Holders Change
-4
Holders Change %
-3.08%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
12
Reduced
52
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
26
Concurrent Investment Advisors
Florida
$1.04M +$1.05M +25,485 New
MCM
27
MAI Capital Management
Ohio
$948K -$30.3K -732 -3%
HAS
28
HBW Advisory Services
California
$909K -$3.31K -80 -0.4%
UCFA
29
United Capital Financial Advisors
Texas
$895K
PFGIA
30
Patriot Financial Group Insurance Agency
Massachusetts
$869K +$429K +10,360 +95%
MYIA
31
Mount Yale Investment Advisors
Colorado
$838K
VAS
32
Vestmark Advisory Solutions
Massachusetts
$838K
AWE
33
Avidian Wealth Enterprises
Texas
$808K
KA
34
Kovack Advisors
Florida
$793K -$73.1K -1,767 -8%
IF
35
Integrity Financial
Wyoming
$768K
EWS
36
Evergreen Wealth Solutions
Pennsylvania
$767K +$778K +18,800 New
DWP
37
Daymark Wealth Partners
Ohio
$742K
TLA
38
Tanglewood Legacy Advisors
Texas
$732K
PFS
39
Prospera Financial Services
Texas
$658K -$58.5K -1,413 -8%
HighTower Advisors
40
HighTower Advisors
Illinois
$646K -$1.34M -32,320 -67%
HP
41
Holistic Planning
Texas
$639K -$47.6K -1,151 -7%
KWS
42
Keystone Wealth Services
California
$606K +$615K +14,852 New
KFAS
43
Keating Financial Advisory Services
Kansas
$604K -$7.37K -178 -1%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$597K +$606K +14,637 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$580K -$43.4K -1,048 -7%
NF
46
Nvest Financial
New Hampshire
$565K
OMC
47
Old Mission Capital
Illinois
$555K -$619K -14,971 -52%
FS
48
Ferguson Shapiro
Georgia
$531K -$836K -20,198 -61%
MA
49
Mutual Advisors
Nebraska
$505K
SPIA
50
Steward Partners Investment Advisory
New York
$471K