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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
RJA
1
Raymond James & Associates
Florida
$27.5M -$1.69M -51,085 -6%
GF
2
Gries Financial
Ohio
$21.5M -$401K -12,101 -2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$15.1M -$2.22M -66,775 -13%
KAS
4
Kestra Advisory Services
Texas
$12.7M -$27.2K -820 -0.2%
FHB
5
First Hawaiian Bank
Hawaii
$11M
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$5.89M -$629K -18,974 -10%
Truist Financial
7
Truist Financial
North Carolina
$5.08M +$18.3K +553 +0.4%
MAM
8
Milestone Asset Management
Pennsylvania
$4.01M +$420K +12,645 +12%
SW
9
Schulz Wealth
Texas
$3.74M -$87.9K -2,650 -2%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$3.66M -$104K -3,134 -3%
PSCM
11
Per Stirling Capital Management
Texas
$3.02M -$39.8K -1,200 -1%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.41M +$258K +7,779 +12%
RFG
13
REAP Financial Group
Texas
$1.67M -$3.55K -107 -0.2%
CHC
14
City Holding Co
West Virginia
$1.53M
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.31M -$272K -8,192 -17%
AWM
16
AE Wealth Management
Kansas
$1.23M -$27.5K -829 -2%
BCA
17
Bay Colony Advisors
Massachusetts
$1.2M -$2.06K -62 -0.2%
HP
18
Holistic Planning
Texas
$1.15M
Jane Street
19
Jane Street
New York
$1.1M +$192K +5,801 +22%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.05M -$129K -3,903 -11%
ACM
21
Anfield Capital Management
California
$1,000K +$982K +29,607 New
LPL Financial
22
LPL Financial
California
$943K
OMC
23
Old Mission Capital
Illinois
$619K +$608K +18,329 New
KPWS
24
Kestra Private Wealth Services
Texas
$547K
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$540K