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FT Vest US Equity Moderate Buffer ETF September

70 hedge funds and large institutions have $96.5M invested in FT Vest US Equity Moderate Buffer ETF September in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-3
Holders Change %
-4.11%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
18
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HP
26
Holistic Planning
Texas
$561K -$4.66K -135 -0.8%
KWS
27
Keystone Wealth Services
California
$549K -$863 -25 -0.2%
Truist Financial
28
Truist Financial
North Carolina
$546K +$117K +3,389 +27%
RFG
29
REAP Financial Group
Texas
$545K -$1.59K -46 -0.3%
KPWS
30
Kestra Private Wealth Services
Texas
$533K +$17.3K +500 +3%
SAM
31
Synergy Asset Management
Washington
$499K +$499K +14,438 New
NAS
32
NWF Advisory Services
California
$478K +$478K +13,850 New
SWM
33
Spire Wealth Management
Virginia
$470K -$243K -7,026 -34%
AIM
34
Advyzon Investment Management
Illinois
$460K
AWS
35
Atria Wealth Solutions
New York
$457K -$207K -5,996 -31%
TLA
36
Tanglewood Legacy Advisors
Texas
$429K +$382K +11,060 +820%
HI
37
Harbour Investments
Wisconsin
$428K -$518 -15 -0.1%
IF
38
Integrity Financial
Wyoming
$407K
KC
39
Kinloch Capital
Virginia
$348K
OP
40
ORG Partners
Indiana
$346K +$346K +10,000 New
DFA
41
DHJJ Financial Advisors
Illinois
$337K
GF
42
Gries Financial
Ohio
$334K
BWA
43
BlueChip Wealth Advisors
Georgia
$313K
CA
44
CoreCap Advisors
Michigan
$301K +$45.9K +1,330 +18%
FPWM
45
FSB Premier Wealth Management
Iowa
$244K
LSL
46
Legacy Solutions LLC
Pennsylvania
$238K
BWM
47
BCGM Wealth Management
Indiana
$228K
GFG
48
Grantvest Financial Group
New Jersey
$225K
Mariner
49
Mariner
Kansas
$203K
AWM
50
AE Wealth Management
Kansas
$167K -$483 -14 -0.3%