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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
SA
51
Sanctuary Advisors
Indiana
$222K
Mariner
52
Mariner
Kansas
$206K +$206K +5,880 New
AWM
53
AE Wealth Management
Kansas
$170K +$170K +4,859 New
Barclays
54
Barclays
United Kingdom
$166K +$165K +4,728 New
SPIA
55
Steward Partners Investment Advisory
New York
$153K +$3.5K +100 +2%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$143K
ACA
57
Aptus Capital Advisors
Alabama
$98.4K
GWANC
58
Guardian Wealth Advisors (North Carolina)
North Carolina
$98.4K
CAL
59
Capital Analysts LLC
Pennsylvania
$78K
LFG
60
Larson Financial Group
Missouri
$52.6K -$139K -3,970 -73%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$50K +$50.1K +1,433 New
TLA
62
Tanglewood Legacy Advisors
Texas
$47.3K
BBPWM
63
Blue Bell Private Wealth Management
Pennsylvania
$45.6K
PS
64
Principal Securities
Iowa
$35K +$8.74K +250 +33%
PP
65
PFS Partners
New Jersey
$30.7K
Wells Fargo
66
Wells Fargo
California
$19.2K -$19.5K -558 -50%
TSMHT
67
Thurston Springer Miller Herd & Titak
Indiana
$16.6K
CJ
68
Caitlin John
Michigan
$12.8K -$35 -1 -0.3%
NWMP
69
Noble Wealth Management PBC
Colorado
$11.4K +$11.4K +325 New
EWM
70
EPG Wealth Management
Georgia
$10.5K -$145K -4,150 -93%
UBS Group
71
UBS Group
Switzerland
$5.12K +$5.1K +146 New
CFD
72
Creative Financial Designs
Indiana
$3.5K +$3.5K +100 New
JP Morgan Chase
73
JP Morgan Chase
New York
$1.54K +$1.54K +44 New
SWP
74
Summit Wealth Partners
Florida
-$1.54M -44,460 Closed
SFS
75
Sowell Financial Services
Arkansas
-$1.06M -30,627 Closed