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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
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$16.8M +$13.3M +438,909 +482%
SI
2
Stephens Inc
Arkansas
$7.42M +$4.83M +159,021 +210%
AP
3
Americana Partners
Texas
$5.8M +$5.58M +183,640 New
KAS
4
Kestra Advisory Services
Texas
$3.48M +$1.53M +50,443 +84%
NA
5
NewEdge Advisors
Louisiana
$2.94M +$19.9K +655 +0.7%
Truist Financial
6
Truist Financial
North Carolina
$2.79M +$2.68M +88,229 New
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$2.51M +$454K +14,935 +23%
CHC
8
City Holding Co
West Virginia
$1.95M +$1.88M +61,810 New
Osaic Holdings
9
Osaic Holdings
Arizona
$1.93M +$1.7M +56,019 +1,097%
SW
10
Schulz Wealth
Texas
$1.84M +$1.77M +58,144 New
SWP
11
Summit Wealth Partners
Florida
$1.78M +$1.71M +56,436 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.34M +$1.07M +35,347 +497%
CA
13
Cetera Advisors
Colorado
$1.24M +$1.19M +39,204 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$896K +$535K +17,612 +164%
CAN
15
Cetera Advisor Networks
California
$827K +$572K +18,825 +256%
Jane Street
16
Jane Street
New York
$736K +$271K +8,933 +62%
NAM
17
NorthCrest Asset Manangement
Minnesota
$659K
SC
18
Schubert & Co
Texas
$613K +$589K +19,402 New
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$607K +$583K +19,208 New
RFG
20
REAP Financial Group
Texas
$591K +$568K +18,706 New
PFS
21
Prospera Financial Services
Texas
$536K +$101K +3,313 +24%
KWS
22
Keystone Wealth Services
California
$503K +$484K +15,928 New
KPWS
23
Kestra Private Wealth Services
Texas
$472K +$453K +14,925 New
Citadel Advisors
24
Citadel Advisors
Florida
$398K +$382K +12,584 New
HP
25
Holistic Planning
Texas
$387K +$372K +12,250 New