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FT Vest US Equity Moderate Buffer ETF November

97 hedge funds and large institutions have $227M invested in FT Vest US Equity Moderate Buffer ETF November in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 28 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,633% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 3

250% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 8

94% more funds holding

Funds holding: 5097 (+47)

84% more capital invested

Capital invested by funds: $123M → $227M (+$104M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

2.24% less ownership

Funds ownership: 80.53%78.3% (-2.2%)

Holders
97
Holders Change
+47
Holders Change %
+94%
% of All Funds
1.28%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
52
Increased
28
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$1.28M +$1.28M +36,580 New
NA
27
NewEdge Advisors
Louisiana
$1.23M +$257K +7,350 +27%
AWM
28
AE Wealth Management
Kansas
$1.14M -$46.8K -1,342 -4%
BCA
29
Bay Colony Advisors
Massachusetts
$1.11M -$135K -3,865 -11%
CIA
30
Concurrent Investment Advisors
Florida
$1.1M +$1.09M +31,323 New
SRA
31
Secured Retirement Advisors
Minnesota
$1.08M +$1.08M +30,933 New
RFG
32
REAP Financial Group
Texas
$1.05M -$669K -19,156 -39%
AA
33
Armis Advisers
Georgia
$1.05M +$1.05M +30,113 New
AFW
34
Avantra Family Wealth
Pennsylvania
$1.05M +$1.05M +30,015 New
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$932K +$930K +26,646 New
MCM
36
MAI Capital Management
Ohio
$924K +$922K +26,412 New
KPWS
37
Kestra Private Wealth Services
Texas
$845K +$355K +10,185 +73%
Truist Financial
38
Truist Financial
North Carolina
$832K +$332K +9,502 +66%
TLA
39
Tanglewood Legacy Advisors
Texas
$821K +$631K +18,075 +335%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$750K +$748K +21,427 New
MML Investors Services
41
MML Investors Services
Massachusetts
$738K +$736K +21,090 New
AFP
42
Ausdal Financial Partners
Iowa
$719K +$718K +20,559 New
FFS
43
Founders Financial Securities
Maryland
$713K +$360K +10,309 +102%
SWA
44
Stratos Wealth Advisors
Ohio
$659K +$658K +18,846 New
NFG
45
Nations Financial Group
Iowa
$646K +$645K +18,476 New
OMC
46
Old Mission Capital
Illinois
$593K -$332K -9,523 -36%
AWS
47
Atria Wealth Solutions
New York
$584K +$583K +16,698 New
Wells Fargo
48
Wells Fargo
California
$560K
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$520K +$141K +4,036 +37%
LSA
50
Lion Street Advisors
Texas
$501K +$500K +14,324 New