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FT Vest US Equity Moderate Buffer ETF November

50 hedge funds and large institutions have $123M invested in FT Vest US Equity Moderate Buffer ETF November in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5.83% less ownership

Funds ownership: 86.36%80.53% (-5.8%)

9% less funds holding

Funds holding: 5550 (-5)

9% less capital invested

Capital invested by funds: $136M → $123M (-$12.6M)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

57% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 21

Holders
50
Holders Change
-5
Holders Change %
-9.09%
% of All Funds
0.72%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
9
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
26
Kestra Private Wealth Services
Texas
$482K -$75.4K -2,215 -14%
AP
27
Americana Partners
Texas
$439K +$3.74K +110 +0.9%
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$374K -$374 -11 -0.1%
US Bancorp
29
US Bancorp
Minnesota
$360K
RCAG
30
Rehmann Capital Advisory Group
Michigan
$349K
FFS
31
Founders Financial Securities
Maryland
$348K +$343K +10,080 New
KWS
32
Keystone Wealth Services
California
$301K
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$296K +$24.4K +718 +9%
EGA
34
E&G Advisors
Texas
$265K -$3.1K -91 -1%
NAM
35
NorthCrest Asset Manangement
Minnesota
$260K
AWE
36
Avidian Wealth Enterprises
Texas
$235K
CA
37
CoreCap Advisors
Michigan
$214K +$20K +589 +10%
DI
38
Diligent Investors
California
$207K
TLA
39
Tanglewood Legacy Advisors
Texas
$186K
JIP
40
Jaffetilchin Investment Partners
Florida
$168K +$165K +4,862 New
DFA
41
DHJJ Financial Advisors
Illinois
$130K
SS
42
Sunbelt Securities
Texas
$125K -$64.7K -1,900 -34%
CFGS
43
Concourse Financial Group Securities
Alabama
$113K
SPIA
44
Steward Partners Investment Advisory
New York
$82.8K
PS
45
Principal Securities
Iowa
$33.7K -$34K -1,000 -51%
IF
46
Integrity Financial
Wyoming
$25.7K -$4.49K -132 -15%
AWM
47
Avior Wealth Management
Nebraska
$14K
CIAS
48
Capital Investment Advisory Services
North Carolina
$13.3K
CJ
49
Caitlin John
Michigan
$12.3K +$442 +13 +4%
AIC
50
Archer Investment Corporation
Indiana
$1.48K