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FT Vest US Equity Moderate Buffer ETF March

63 hedge funds and large institutions have $192M invested in FT Vest US Equity Moderate Buffer ETF March in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+21
Holders Change %
+50%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
31
Increased
19
Reduced
9
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$1.15M +$1.15M +33,517 New
KWS
27
Keystone Wealth Services
California
$1.04M +$82.7K +2,403 +9%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.02M +$1.02M +29,723 New
BTWM
29
Brass Tax Wealth Management
Ohio
$836K +$836K +24,291 New
MML Investors Services
30
MML Investors Services
Massachusetts
$783K +$497K +14,439 +174%
CA
31
Cetera Advisors
Colorado
$748K +$748K +21,741 New
SI
32
Stephens Inc
Arkansas
$705K +$130K +3,785 +23%
Truist Financial
33
Truist Financial
North Carolina
$596K +$199K +5,779 +50%
HP
34
Holistic Planning
Texas
$588K +$588K +17,080 New
GFA
35
Gallagher Fiduciary Advisors
Illinois
$544K +$297K +8,640 +121%
Envestnet Portfolio Solutions
36
Envestnet Portfolio Solutions
Illinois
$405K +$405K +11,765 New
TLA
37
Tanglewood Legacy Advisors
Texas
$398K +$398K +11,571 New
LA
38
Lifeworks Advisors
Michigan
$393K +$393K +11,416 New
DI
39
Diligent Investors
California
$367K +$367K +10,655 New
CAM
40
Cresset Asset Management
Illinois
$352K +$352K +10,241 New
IP
41
Ignite Planners
California
$352K +$352K +10,234 New
WEG
42
World Equity Group
Illinois
$316K +$316K +9,168 New
NAM
43
NorthCrest Asset Manangement
Minnesota
$313K
OPS
44
Orion Portfolio Solutions
Nebraska
$311K -$9.19K -267 -3%
BCI
45
Brinker Capital Investments
Pennsylvania
$311K -$9.19K -267 -3%
LNC
46
Lincoln National Corp
Pennsylvania
$305K +$305K +8,869 New
PCM
47
Parsons Capital Management
Rhode Island
$275K -$37.9K -1,100 -12%
LA
48
LM Advisors
California
$275K
FA
49
Flagstar Advisors
New York
$261K +$261K +7,582 New
AIC
50
Archer Investment Corporation
Indiana
$254K +$160K +4,658 +172%