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FT Vest US Equity Moderate Buffer ETF September

62 hedge funds and large institutions have $128M invested in FT Vest US Equity Moderate Buffer ETF September in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 9

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

54% more capital invested

Capital invested by funds: $83.2M → $128M (+$45.1M)

15% more funds holding

Funds holding: 5462 (+8)

3.49% less ownership

Funds ownership: 69.13%65.65% (-3.5%)

Holders
62
Holders Change
+8
Holders Change %
+14.81%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
24
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFG
26
REAP Financial Group
Texas
$560K -$97K -2,847 -15%
KWS
27
Keystone Wealth Services
California
$551K
KPWS
28
Kestra Private Wealth Services
Texas
$516K
NAS
29
NWF Advisory Services
California
$479K +$472K +13,850 New
HP
30
Holistic Planning
Texas
$459K +$34.6K +1,014 +8%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$395K +$3.41K +100 +0.9%
HI
32
Harbour Investments
Wisconsin
$387K +$219K +6,429 +135%
FFS
33
Founders Financial Securities
Maryland
$349K +$344K +10,087 New
KC
34
Kinloch Capital
Virginia
$349K
DFA
35
DHJJ Financial Advisors
Illinois
$338K
IF
36
Integrity Financial
Wyoming
$308K
WP
37
WealthPLAN Partners
Nebraska
$300K +$296K +8,672 New
WI
38
Wintrust Investments
Illinois
$285K +$281K +8,244 New
FPWM
39
FSB Premier Wealth Management
Iowa
$237K +$234K +6,852 New
GS
40
GTS Securities
New York
$236K +$233K +6,834 New
BWM
41
BCGM Wealth Management
Indiana
$229K
SA
42
Sanctuary Advisors
Indiana
$219K +$213K +6,241 New
CA
43
CoreCap Advisors
Michigan
$214K +$16.8K +493 +9%
SG
44
StoneX Group
New York
$210K +$207K +6,063 New
AWS
45
Atria Wealth Solutions
New York
$209K +$3.75K +110 +2%
Truist Financial
46
Truist Financial
North Carolina
$207K -$2.39K -70 -1%
LFG
47
Larson Financial Group
Missouri
$189K
EWM
48
EPG Wealth Management
Georgia
$154K +$152K +4,450 New
SPIA
49
Steward Partners Investment Advisory
New York
$148K +$40.9K +1,200 +39%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$141K +$17K +498 +14%