GMAY icon

FT Vest US Equity Moderate Buffer ETF May

100 hedge funds and large institutions have $120M invested in FT Vest US Equity Moderate Buffer ETF May in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 13 increasing their positions, 36 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+14
Holders Change %
+16.28%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
13
Reduced
36
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AC
26
AIFG Consultants
New York
$765K -$1.36M -36,806 -64%
Ameriprise
27
Ameriprise
Minnesota
$748K +$748K +20,287 New
SWP
28
Sagespring Wealth Partners
Tennessee
$731K +$731K +19,822 New
SFG
29
Stonebridge Financial Group
Pennsylvania
$641K +$641K +17,373 New
SPC
30
Sigma Planning Corp
Michigan
$625K +$40.5K +1,098 +7%
TC
31
TownSquare Capital
Utah
$609K +$2.77K +75 +0.5%
HAS
32
HBW Advisory Services
California
$608K -$920K -24,929 -60%
NFG
33
Nations Financial Group
Iowa
$560K -$9.22K -250 -2%
AWS
34
Atria Wealth Solutions
New York
$529K
FNWA
35
Financial Network Wealth Advisors
Utah
$522K +$522K +14,159 New
OMC
36
Old Mission Capital
Illinois
$510K -$204K -5,524 -29%
AWA
37
Arkadios Wealth Advisors
Georgia
$509K +$509K +13,800 New
BTWM
38
Brass Tax Wealth Management
Ohio
$495K
GWM
39
Geneos Wealth Management
Colorado
$489K +$489K +13,250 New
SPIA
40
Steward Partners Investment Advisory
New York
$485K
FFS
41
Founders Financial Securities
Maryland
$483K +$125K +3,385 +35%
BRWA
42
B. Riley Wealth Advisors
Florida
$473K -$350K -9,500 -43%
BCI
43
Brinker Capital Investments
Pennsylvania
$446K -$332 -9 -0.1%
OPS
44
Orion Portfolio Solutions
Nebraska
$446K -$332 -9 -0.1%
CAL
45
Capital Analysts LLC
Pennsylvania
$435K -$9.34K -253 -2%
KWA
46
Kingswood Wealth Advisors
California
$429K +$429K +11,637 New
MML Investors Services
47
MML Investors Services
Massachusetts
$416K -$205K -5,564 -33%
KWS
48
Keystone Wealth Services
California
$415K -$2.95K -80 -0.7%
GRP
49
Global Retirement Partners
California
$411K +$411K +11,140 New
DFA
50
DHJJ Financial Advisors
Illinois
$395K