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FT Vest US Equity Moderate Buffer ETF November

92 hedge funds and large institutions have $178M invested in FT Vest US Equity Moderate Buffer ETF November in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 9792 (-5)

11.67% less ownership

Funds ownership: 78.3%66.63% (-12%)

21% less capital invested

Capital invested by funds: $227M → $178M (-$48.5M)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

29% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 31

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
92
Holders Change
-5
Holders Change %
-5.15%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
10
Increased
22
Reduced
31
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$32.8M -$8.8M -250,878 -21%
GF
2
Gries Financial
Ohio
$24.3M -$347K -9,891 -1%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$14.6M -$3.56M -101,466 -19%
KAS
4
Kestra Advisory Services
Texas
$11.8M -$1.75M -49,982 -13%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$10.7M -$68.2K -1,943 -0.6%
AIC
6
Archer Investment Corporation
Indiana
$10.5M -$419K -11,943 -4%
Osaic Holdings
7
Osaic Holdings
Arizona
$9.88M +$301K +8,579 +3%
MAM
8
Milestone Asset Management
Pennsylvania
$4.51M +$53.6K +1,528 +1%
CFCI
9
Comprehensive Financial Consultants Institutional
Indiana
$3.89M -$230K -6,546 -5%
SW
10
Schulz Wealth
Texas
$3.71M -$19.8K -565 -0.5%
PSCM
11
Per Stirling Capital Management
Texas
$3.01M -$86.6K -2,468 -3%
CHC
12
City Holding Co
West Virginia
$2.55M +$51.4K +1,465 +2%
HAS
13
HBW Advisory Services
California
$2.28M -$166K -4,735 -7%
NWMP
14
Noble Wealth Management PBC
Colorado
$2.13M -$50.3K -1,432 -2%
FPWM
15
FSB Premier Wealth Management
Iowa
$2.08M -$7.4K -211 -0.3%
LPL Financial
16
LPL Financial
California
$2.03M +$172K +4,895 +9%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.98M +$63.5K +1,811 +3%
HP
18
Holistic Planning
Texas
$1.86M +$60.5K +1,724 +3%
AIA
19
AssuredPartners Investment Advisors
Florida
$1.86M
IP
20
Ignite Planners
California
$1.4M +$1.44M +40,908 New
Truist Financial
21
Truist Financial
North Carolina
$1.38M +$574K +16,370 +69%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.19M -$2.05M -58,364 -63%
NA
23
NewEdge Advisors
Louisiana
$1.19M -$8.77K -250 -0.7%
FFS
24
Founders Financial Securities
Maryland
$1.18M +$503K +14,330 +70%
SRA
25
Secured Retirement Advisors
Minnesota
$1.17M +$108K +3,071 +10%