GMAY icon

FT Vest US Equity Moderate Buffer ETF May

79 hedge funds and large institutions have $134M invested in FT Vest US Equity Moderate Buffer ETF May in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 33 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+34
Holders Change %
+75.56%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
37
Increased
33
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
26
LPL Financial
California
$660K +$385 +11 +0.1%
WP
27
WealthPLAN Partners
Nebraska
$643K +$643K +18,364 New
SPC
28
Sigma Planning Corp
Michigan
$589K +$589K +16,827 New
AAS
29
Avantax Advisory Services
Texas
$583K +$583K +16,666 New
TC
30
TownSquare Capital
Utah
$545K +$545K +15,573 New
NFG
31
Nations Financial Group
Iowa
$540K +$128K +3,650 +31%
CAL
32
Capital Analysts LLC
Pennsylvania
$479K +$458K +13,098 +2,176%
FNWA
33
Financial Network Wealth Advisors
Utah
$473K +$473K +13,512 New
BTWM
34
Brass Tax Wealth Management
Ohio
$469K +$105K +3,000 +29%
Jane Street
35
Jane Street
New York
$460K -$108K -3,078 -19%
SPIA
36
Steward Partners Investment Advisory
New York
$460K +$22.7K +650 +5%
MA
37
Mutual Advisors
Nebraska
$425K +$183K +5,221 +76%
BCI
38
Brinker Capital Investments
Pennsylvania
$424K +$104K +2,964 +32%
OPS
39
Orion Portfolio Solutions
Nebraska
$424K +$104K +2,964 +32%
NA
40
NewEdge Advisors
Louisiana
$413K +$413K +11,815 New
KWS
41
Keystone Wealth Services
California
$406K +$121K +3,470 +43%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$397K +$35K +1,000 +10%
DFA
43
DHJJ Financial Advisors
Illinois
$375K +$334K +9,532 +804%
NAM
44
NorthCrest Asset Manangement
Minnesota
$375K +$375K +10,711 New
HI
45
Harbour Investments
Wisconsin
$339K +$111K +3,176 +49%
CPA
46
Clear Point Advisors
New York
$331K +$254K +7,261 +332%
CF
47
Centaurus Financial
California
$318K +$318K +9,086 New
EWM
48
EPG Wealth Management
Georgia
$308K
AWS
49
Atria Wealth Solutions
New York
$305K +$305K +8,728 New
SP
50
Sequent Planning
Nebraska
$282K -$59.4K -1,694 -17%