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FT Vest US Equity Moderate Buffer ETF October

79 hedge funds and large institutions have $124M invested in FT Vest US Equity Moderate Buffer ETF October in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 28 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+30
Holders Change %
+61.22%
% of All Funds
1.05%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
36
Increased
28
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$30.6M +$30.6M +875,568 New
PCS
2
Private Client Services
Kentucky
$9.76M +$9.76M +278,853 New
SP
3
Sequent Planning
Nebraska
$9.28M +$9.28M +265,329 New
AP
4
Americana Partners
Texas
$6.66M +$1.06M +30,423 +19%
KAS
5
Kestra Advisory Services
Texas
$5.84M +$3.41M +97,471 +141%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$4.6M +$2.35M +67,134 +105%
ASN
7
Advisory Services Network
Georgia
$4.45M +$4.45M +127,321 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.43M +$3.55M +101,330 +402%
Osaic Holdings
9
Osaic Holdings
Arizona
$4.02M +$2.8M +79,947 +228%
SS
10
Sunbelt Securities
Texas
$3.73M +$3.73M +106,344 New
SPIA
11
Steward Partners Investment Advisory
New York
$3.08M -$6.72K -192 -0.2%
Truist Financial
12
Truist Financial
North Carolina
$2.36M +$579K +16,541 +32%
IA
13
IFP Advisors
Florida
$2.25M +$2.19M +62,563 +3,801%
WS
14
Wedbush Securities
California
$2.21M +$2.21M +63,100 New
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.97M +$1.29M +36,741 +187%
HP
16
Holistic Planning
Texas
$1.8M -$8.05K -230 -0.4%
AWM
17
AE Wealth Management
Kansas
$1.52M -$35.5K -1,015 -2%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$1.29M
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.21M +$1.21M +34,705 New
CHC
20
City Holding Co
West Virginia
$1.15M +$27.8K +795 +2%
FA
21
Flagstar Advisors
New York
$1.1M +$1.1M +31,487 New
WTFG
22
Wood Tarver Financial Group
Idaho
$1M +$1M +28,680 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$996K +$454K +12,972 +84%
CW
24
CreativeOne Wealth
Kansas
$983K +$745K +21,294 +313%
NWMP
25
Noble Wealth Management PBC
Colorado
$958K +$958K +27,380 New