We are live on ! Find out more
GSEP icon

FT Vest US Equity Moderate Buffer ETF September

51 hedge funds and large institutions have $63.6M invested in FT Vest US Equity Moderate Buffer ETF September in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 17 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,900% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 1

1,600% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 1

325% more capital invested

Capital invested by funds: $15M → $63.6M (+$48.7M)

132% more funds holding

Funds holding: 2251 (+29)

5.65% more ownership

Funds ownership: 42.26%47.91% (+5.6%)

Holders
51
Holders Change
+29
Holders Change %
+131.82%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
17
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
26
EPG Wealth Management
Georgia
$386K
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$386K +$371K +12,203 New
IF
28
Integrity Financial
Wyoming
$377K +$270K +8,904 +293%
FIA
29
Foundations Investment Advisors
Arizona
$362K +$342K +11,262 New
OMC
30
Old Mission Capital
Illinois
$360K +$346K +11,393 New
FPWM
31
FSB Premier Wealth Management
Iowa
$325K
KC
32
Kinloch Capital
Virginia
$319K +$306K +10,086 New
AWM
33
Accel Wealth Management
Iowa
$310K +$298K +9,800 New
DFA
34
DHJJ Financial Advisors
Illinois
$309K +$297K +9,785 New
HAS
35
HBW Advisory Services
California
$222K +$213K +7,022 New
BWM
36
BCGM Wealth Management
Indiana
$209K +$201K +6,615 New
LFG
37
Larson Financial Group
Missouri
$173K +$166K +5,472 New
HI
38
Harbour Investments
Wisconsin
$160K +$8.87K +292 +6%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$127K +$122K +4,003 New
SPIA
40
Steward Partners Investment Advisory
New York
$107K +$100K +3,300 +4,400%
ACA
41
Aptus Capital Advisors
Alabama
$88.7K +$85.2K +2,807 New
GWANC
42
Guardian Wealth Advisors (North Carolina)
North Carolina
$88.7K +$85.2K +2,807 New
CAL
43
Capital Analysts LLC
Pennsylvania
$71K -$1.31K -43 -2%
SS
44
Sunbelt Securities
Texas
$64.3K +$10.4K +341 +20%
LA
45
LM Advisors
California
$54.3K +$52.2K +1,718 New
AIC
46
Archer Investment Corporation
Indiana
$48.6K +$29.9K +986 +179%
BBPWM
47
Blue Bell Private Wealth Management
Pennsylvania
$41.1K +$15.2K +500 +63%
PS
48
Principal Securities
Iowa
$23.7K +$22.8K +750 New
CJ
49
Caitlin John
Michigan
$10.9K +$10.5K +345 New
FCT
50
First Community Trust
Iowa
$6.48K +$6.22K +205 New