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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 %
Raymond James Financial
1
Raymond James Financial
Florida
$22.5M +$22.5M +610,578 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$10.3M -$623K -16,902 -6%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$7.3M -$1.14M -30,871 -14%
Osaic Holdings
4
Osaic Holdings
Arizona
$6.75M -$12.7M -343,182 -65%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$6.51M -$20K -541 -0.3%
AP
6
Americana Partners
Texas
$6.16M +$498K +13,493 +9%
MAM
7
Milestone Asset Management
Pennsylvania
$5.18M -$6.17M -167,176 -54%
KAS
8
Kestra Advisory Services
Texas
$4.74M +$101K +2,748 +2%
ASN
9
Advisory Services Network
Georgia
$4.31M +$4.31M +116,824 New
LPL Financial
10
LPL Financial
California
$3.22M +$2.42M +65,476 +299%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.52M -$53.1K -1,440 -2%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.39M -$19.5K -529 -0.8%
TLA
13
Tanglewood Legacy Advisors
Texas
$1.57M -$85.4K -2,315 -5%
SW
14
Schulz Wealth
Texas
$1.51M -$18.1K -490 -1%
CHC
15
City Holding Co
West Virginia
$1.49M
KA
16
Kovack Advisors
Florida
$1.33M +$73.8K +2,000 +6%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.32M +$1M +27,127 +315%
SOS
18
Silver Oak Securities
Tennessee
$1.27M
AWE
19
Avidian Wealth Enterprises
Texas
$1.16M +$52.6K +1,427 +5%
Truist Financial
20
Truist Financial
North Carolina
$976K +$5.39K +146 +0.6%
BIM
21
Bullseye Investment Management
Ohio
$948K +$948K +25,682 New
MCM
22
MAI Capital Management
Ohio
$923K -$2.43M -65,745 -72%
IAS
23
Insigneo Advisory Services
Florida
$921K -$29.5K -800 -3%
WTFG
24
Wood Tarver Financial Group
Idaho
$875K +$875K +23,743 New
SAI
25
Savvy Advisors Inc
New York
$820K