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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
RJA
1
Raymond James & Associates
Florida
$25M -$3.04M -89,447 -11%
GF
2
Gries Financial
Ohio
$21.5M -$517K -15,198 -2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$12.6M -$2.79M -81,932 -18%
KAS
4
Kestra Advisory Services
Texas
$12.5M -$458K -13,460 -4%
FHB
5
First Hawaiian Bank
Hawaii
$11.2M
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$4.67M -$1.33M -39,031 -22%
MAM
7
Milestone Asset Management
Pennsylvania
$4.29M +$192K +5,638 +5%
SW
8
Schulz Wealth
Texas
$3.73M -$86.3K -2,537 -2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.24M -$492K -14,462 -13%
PSCM
10
Per Stirling Capital Management
Texas
$3.05M -$36.6K -1,074 -1%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.74M -$706K -20,756 -29%
RFG
12
REAP Financial Group
Texas
$1.7M -$7.11K -209 -0.4%
Jane Street
13
Jane Street
New York
$1.61M +$481K +14,128 +43%
CHC
14
City Holding Co
West Virginia
$1.56M
BCA
15
Bay Colony Advisors
Massachusetts
$1.23M
HP
16
Holistic Planning
Texas
$1.17M -$27.6K -812 -2%
AWM
17
AE Wealth Management
Kansas
$1.17M -$82.6K -2,428 -7%
LPL Financial
18
LPL Financial
California
$1.07M +$111K +3,250 +12%
NA
19
NewEdge Advisors
Louisiana
$955K +$943K +27,700 New
ACM
20
Anfield Capital Management
California
$921K -$98.5K -2,895 -10%
OMC
21
Old Mission Capital
Illinois
$913K +$278K +8,157 +45%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$628K -$697K -20,474 -53%
Citadel Advisors
23
Citadel Advisors
Florida
$555K +$17.8K +523 +3%
Wells Fargo
24
Wells Fargo
California
$552K +$545K +16,000 New
Truist Financial
25
Truist Financial
North Carolina
$493K -$4.64M -136,246 -91%