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FT Vest US Equity Moderate Buffer ETF May

86 hedge funds and large institutions have $143M invested in FT Vest US Equity Moderate Buffer ETF May in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+7
Holders Change %
+8.86%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
19
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HP
51
Holistic Planning
Texas
$292K +$292K +8,063 New
EWM
52
EPG Wealth Management
Georgia
$290K +$290K +8,000 New
SP
53
Sequent Planning
Nebraska
$285K -$6.56K -181 -2%
CA
54
Cambridge Advisors
Nebraska
$285K
NA
55
NewEdge Advisors
Louisiana
$282K -$146K -4,040 -34%
CFGS
56
Concourse Financial Group Securities
Alabama
$279K -$2.59M -71,340 -90%
BWA
57
BlueChip Wealth Advisors
Georgia
$275K
FPWM
58
FSB Premier Wealth Management
Iowa
$266K +$4.6K +127 +2%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$261K +$261K +7,200 New
SS
60
Sunbelt Securities
Texas
$260K +$37.2K +1,026 +17%
FA
61
Flagstar Advisors
New York
$259K
MFS
62
Madrona Financial Services
Washington
$253K
CFCI
63
Comprehensive Financial Consultants Institutional
Indiana
$249K
MSFS
64
Main Street Financial Solutions
Pennsylvania
$249K
IF
65
Integrity Financial
Wyoming
$247K +$73.2K +2,020 +42%
GFA
66
Gallagher Fiduciary Advisors
Illinois
$246K
LSA
67
Lion Street Advisors
Texas
$246K
CPRC
68
Consolidated Portfolio Review Corp
New York
$241K
LA
69
Lifeworks Advisors
Michigan
$236K
AAS
70
Ameritas Advisory Services
Nebraska
$217K +$5.98K +165 +3%
DI
71
Diligent Investors
California
$215K
AFM
72
Armstrong Fleming & Moore
District of Columbia
$212K
HIS
73
Harvest Investment Services
Illinois
$211K
CA
74
CoreCap Advisors
Michigan
$209K +$15.1K +417 +8%
CCFM
75
Clear Creek Financial Management
Washington
$204K +$204K +5,642 New