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FT Vest US Equity Moderate Buffer ETF July

77 hedge funds and large institutions have $240M invested in FT Vest US Equity Moderate Buffer ETF July in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 10 closing their positions.

Holders
77
Holders Change
+18
Holders Change %
+30.51%
% of All Funds
1.13%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
28
Increased
17
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FS
1
Ferguson Shapiro
Georgia
$62.2M 1,937,562 +1,937,562 New
Osaic Holdings
2
Osaic Holdings
Arizona
$37.1M 1,157,043 +125,259 +12%
AWM
3
AE Wealth Management
Kansas
$12.2M 373,280 -63,081 -14%
IA
4
IFP Advisors
Florida
$11.3M 351,941 +347,805 +8,409%
HI
5
Harbour Investments
Wisconsin
$9.69M 302,100 +11,740 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$9.65M 300,696 -17,083 -5%
LJAC
7
L.J. Altfest & Co
New York
$8.23M 256,617 +256,617 New
Truist Financial
8
Truist Financial
North Carolina
$6.7M 209,001 -272 -0.1%
MWM
9
Maltin Wealth Management
New Jersey
$5.95M 185,347 +113,121 +157%
IWC
10
Integrated Wealth Concepts
Massachusetts
$5.32M 165,685 +427 +0.3%
CSPIA
11
Cary Street Partners Investment Advisory
Virginia
$4.72M 147,111 +130,055 +763%
AP
12
Americana Partners
Texas
$4.72M 147,088 -234 -0.2%
KAS
13
Kestra Advisory Services
Texas
$4.11M 128,046 +13,943 +12%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.92M 122,288 +2,430 +2%
PCA
15
Pallas Capital Advisors
Massachusetts
$3.88M 120,828 +47,500 +65%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.66M 113,966 -14,618 -11%
CA
17
Cetera Advisors
Colorado
$3.45M 107,679 +34,418 +47%
CAN
18
Cetera Advisor Networks
California
$3.26M 101,551 -7,968 -7%
TWC
19
TD Waterhouse Canada
Ontario, Canada
$3.01M 90,676 +90,676 New
SI
20
Stephens Inc
Arkansas
$2.85M 88,841 +46,211 +108%
FIA
21
Foundations Investment Advisors
Arizona
$2.51M 76,800 +76,800 New
RA
22
RFG Advisory
Alabama
$2.46M 76,726 -459 -0.6%
SW
23
Schulz Wealth
Texas
$1.96M 61,187 +61,187 New
NA
24
NewEdge Advisors
Louisiana
$1.94M 59,797 -64,193 -52%
Jane Street
25
Jane Street
New York
$1.79M 55,913 +29,972 +116%