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FT Vest US Equity Moderate Buffer ETF November

55 hedge funds and large institutions have $136M invested in FT Vest US Equity Moderate Buffer ETF November in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 5755 (-2)

5.3% less ownership

Funds ownership: 91.67%86.36% (-5.3%)

14% less capital invested

Capital invested by funds: $158M → $136M (-$22.5M)

60% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 20

Holders
55
Holders Change
-2
Holders Change %
-3.51%
% of All Funds
0.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
8
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$526K +$517K +15,572 New
AP
27
Americana Partners
Texas
$426K +$25.1K +758 +6%
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$366K +$360K +10,850 New
US Bancorp
29
US Bancorp
Minnesota
$353K
RCAG
30
Rehmann Capital Advisory Group
Michigan
$341K
AWM
31
Accel Wealth Management
Iowa
$341K +$3.32K +100 +1%
BRWA
32
B. Riley Wealth Advisors
Florida
$339K +$333K +10,025 New
KWS
33
Keystone Wealth Services
California
$295K
IA
34
Insight Advisors
Pennsylvania
$273K -$3.08K -93 -1%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$266K
EGA
36
E&G Advisors
Texas
$263K
NAM
37
NorthCrest Asset Manangement
Minnesota
$255K
AWE
38
Avidian Wealth Enterprises
Texas
$230K
MIM
39
Macroview Investment Management
Maryland
$220K
DI
40
Diligent Investors
California
$203K +$199K +6,000 New
CA
41
CoreCap Advisors
Michigan
$190K +$70.7K +2,130 +61%
SS
42
Sunbelt Securities
Texas
$187K
TLA
43
Tanglewood Legacy Advisors
Texas
$182K
BFEC
44
Benjamin F. Edwards & Company
Missouri
$153K
UBS Group
45
UBS Group
Switzerland
$143K -$26.6K -802 -16%
DFA
46
DHJJ Financial Advisors
Illinois
$127K -$10.7K -324 -8%
CFGS
47
Concourse Financial Group Securities
Alabama
$111K -$332 -10 -0.3%
NS
48
NBC Securities
Alabama
$109K
SPIA
49
Steward Partners Investment Advisory
New York
$81K -$14.4M -433,547 -99%
PS
50
Principal Securities
Iowa
$66.8K -$26.5K -800 -29%