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FT Vest US Equity Moderate Buffer ETF November

57 hedge funds and large institutions have $158M invested in FT Vest US Equity Moderate Buffer ETF November in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

51% more capital invested

Capital invested by funds: $105M → $158M (+$53.3M)

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

27.47% more ownership

Funds ownership: 64.2%91.67% (+27%)

16% more funds holding

Funds holding: 4957 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
57
Holders Change
+8
Holders Change %
+16.33%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
13
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$28.5M +$27.9M +864,414 New
GF
2
Gries Financial
Ohio
$21.4M +$1.69M +52,451 +9%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$17M +$2.4M +74,218 +17%
SPIA
4
Steward Partners Investment Advisory
New York
$14.4M -$8.46K -262 -0.1%
KAS
5
Kestra Advisory Services
Texas
$12.4M -$341K -10,556 -3%
FHB
6
First Hawaiian Bank
Hawaii
$10.7M +$10.5M +324,886 New
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$6.38M +$6.25M +193,495 New
Truist Financial
8
Truist Financial
North Carolina
$4.94M -$332K -10,268 -6%
CAN
9
Cetera Advisor Networks
California
$4.88M +$226K +7,002 +5%
SW
10
Schulz Wealth
Texas
$3.74M -$151K -4,660 -4%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$3.68M +$3.6M +111,581 New
MAM
12
Milestone Asset Management
Pennsylvania
$3.5M +$3.42M +106,024 New
PSCM
13
Per Stirling Capital Management
Texas
$2.99M +$136K +4,201 +5%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.09M -$60.2K -1,865 -3%
RFG
15
REAP Financial Group
Texas
$1.63M +$433K +13,398 +37%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.55M -$2.49M -77,011 -62%
CHC
17
City Holding Co
West Virginia
$1.49M
CA
18
Cetera Advisors
Colorado
$1.46M -$242K -7,485 -14%
AWM
19
AE Wealth Management
Kansas
$1.22M
BCA
20
Bay Colony Advisors
Massachusetts
$1.18M +$1.15M +35,696 New
HIC
21
Hartline Investment Corp
Illinois
$1.18M +$1.15M +35,696 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.15M +$1.13M +34,940 New
HP
23
Holistic Planning
Texas
$1.15M
FA
24
Flagstar Advisors
New York
$1.1M
LPL Financial
25
LPL Financial
California
$920K +$902K +27,920 New