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FT Vest US Equity Moderate Buffer ETF July

128 hedge funds and large institutions have $249M invested in FT Vest US Equity Moderate Buffer ETF July in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 49 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

61% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 49

Holders
128
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
76
McKinley Carter Wealth Services
West Virginia
$319K
CPIG
77
Chicago Partners Investment Group
Illinois
$308K
EA
78
Ergawealth Advisors
Illinois
$305K
SA
79
Sanctuary Advisors
Indiana
$298K
MFS
80
Madrona Financial Services
Washington
$290K
PAS
81
PKS Advisory Services
New York
$283K
DFA
82
DHJJ Financial Advisors
Illinois
$278K
KPWS
83
Kestra Private Wealth Services
Texas
$267K
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$265K
GFG
85
Grantvest Financial Group
New Jersey
$265K
CF
86
Centaurus Financial
California
$264K
NLP
87
Next Level Private
New York
$253K
AWA
88
Arete Wealth Advisors
Illinois
$240K
GSAM
89
Grant Street Asset Management
Pennsylvania
$237K
TSS
90
Two Sigma Securities
New York
$227K
SWM
91
Spire Wealth Management
Virginia
$221K
Koshinski Asset Management
92
Koshinski Asset Management
Illinois
$220K
ACM
93
Anfield Capital Management
California
$217K
IAS
94
Insigneo Advisory Services
Florida
$216K
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$205K
SOS
96
Silver Oak Securities
Tennessee
$202K
TCM
97
Triumph Capital Management
Colorado
$197K
Wealth Enhancement Advisory Services
98
Wealth Enhancement Advisory Services
Minnesota
$185K
FNWA
99
Financial Network Wealth Advisors
Utah
$176K
RWA
100
Reicon Wealth Advisors
Georgia
$154K