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FT Vest US Equity Moderate Buffer ETF November

104 hedge funds and large institutions have $167M invested in FT Vest US Equity Moderate Buffer ETF November in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

1% less funds holding

Funds holding: 105104 (-1)

2.43% less ownership

Funds ownership: 58.81%56.38% (-2.4%)

9% less capital invested

Capital invested by funds: $183M → $167M (-$16.2M)

53% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 34

Holders
104
Holders Change
-1
Holders Change %
-0.95%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
16
Reduced
34
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$39.2M -$2.24M -56,418 -5%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$14.6M -$1.74M -43,907 -10%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$13.2M -$78.9K -1,989 -0.6%
Osaic Holdings
4
Osaic Holdings
Arizona
$11.1M -$629K -15,849 -5%
KAS
5
Kestra Advisory Services
Texas
$9.72M +$572K +14,407 +6%
MAM
6
Milestone Asset Management
Pennsylvania
$5.44M +$331K +8,342 +6%
LPL Financial
7
LPL Financial
California
$4.97M -$44.6K -1,125 -0.9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$4.49M +$406K +10,224 +10%
PWMG
9
Pinnacle Wealth Management Group
Michigan
$3.67M -$83.3K -2,100 -2%
CFCI
10
Comprehensive Financial Consultants Institutional
Indiana
$3.64M -$35.3K -890 -0.9%
AP
11
Americana Partners
Texas
$3.62M -$1.54M -38,802 -29%
PSCM
12
Per Stirling Capital Management
Texas
$2.85M -$437K -11,019 -13%
AAP
13
Arax Advisory Partners
Colorado
$2.75M +$2.81M +70,703 New
CHC
14
City Holding Co
West Virginia
$2.74M -$17.9K -450 -0.6%
CIA
15
Concurrent Investment Advisors
Florida
$2.44M +$865K +21,798 +53%
FPWM
16
FSB Premier Wealth Management
Iowa
$2.17M -$595 -15 -0%
AIA
17
AssuredPartners Investment Advisors
Florida
$2.11M
HP
18
Holistic Planning
Texas
$1.97M -$35.9K -904 -2%
Truist Financial
19
Truist Financial
North Carolina
$1.7M -$72.5K -1,827 -4%
FFS
20
Founders Financial Securities
Maryland
$1.69M +$210K +5,295 +14%
TLA
21
Tanglewood Legacy Advisors
Texas
$1.5M
NA
22
NewEdge Advisors
Louisiana
$1.47M
SPC
23
Sigma Planning Corp
Michigan
$1.44M +$14.2K +358 +1%
ACM
24
Anfield Capital Management
California
$1.22M
FIA
25
Foundations Investment Advisors
Arizona
$1.19M +$34.1K +860 +3%