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FT Vest US Equity Moderate Buffer ETF September

73 hedge funds and large institutions have $139M invested in FT Vest US Equity Moderate Buffer ETF September in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

18% more funds holding

Funds holding: 6273 (+11)

9% more capital invested

Capital invested by funds: $128M → $139M (+$11M)

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

8.04% less ownership

Funds ownership: 65.65%57.61% (-8%)

Holders
73
Holders Change
+11
Holders Change %
+17.74%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
19
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
26
Prospera Financial Services
Texas
$592K
HP
27
Holistic Planning
Texas
$574K +$109K +3,105 +23%
KWS
28
Keystone Wealth Services
California
$558K
RFG
29
REAP Financial Group
Texas
$555K -$12.3K -352 -2%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$542K +$141K +4,047 +35%
KPWS
31
Kestra Private Wealth Services
Texas
$523K
AIM
32
Advyzon Investment Management
Illinois
$467K +$465K +13,316 New
Truist Financial
33
Truist Financial
North Carolina
$435K +$225K +6,444 +108%
HI
34
Harbour Investments
Wisconsin
$435K +$42.6K +1,220 +11%
IF
35
Integrity Financial
Wyoming
$413K +$100K +2,870 +32%
Jane Street
36
Jane Street
New York
$397K -$1.26M -36,055 -76%
MAM
37
Milestone Asset Management
Pennsylvania
$365K +$364K +10,410 New
KC
38
Kinloch Capital
Virginia
$353K
DFA
39
DHJJ Financial Advisors
Illinois
$342K -$454 -13 -0.1%
GF
40
Gries Financial
Ohio
$339K +$338K +9,673 New
BWA
41
BlueChip Wealth Advisors
Georgia
$317K +$317K +9,061 New
Citadel Advisors
42
Citadel Advisors
Florida
$299K +$298K +8,528 New
AAS
43
Avantax Advisory Services
Texas
$295K +$294K +8,407 New
WI
44
Wintrust Investments
Illinois
$288K -$385 -11 -0.1%
CA
45
CoreCap Advisors
Michigan
$259K +$41.8K +1,197 +19%
FPWM
46
FSB Premier Wealth Management
Iowa
$248K +$7.55K +216 +3%
LSL
47
Legacy Solutions LLC
Pennsylvania
$242K +$241K +6,894 New
Envestnet Portfolio Solutions
48
Envestnet Portfolio Solutions
Illinois
$237K +$236K +6,757 New
BWM
49
BCGM Wealth Management
Indiana
$232K
GFG
50
Grantvest Financial Group
New Jersey
$229K +$228K +6,527 New