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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
Raymond James Financial
1
Raymond James Financial
Florida
$42.2M +$42.1M +1,205,740 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$20.5M -$112K -3,197 -0.5%
AP
3
Americana Partners
Texas
$10.5M -$1.22M -34,935 -10%
KAS
4
Kestra Advisory Services
Texas
$10.4M +$843K +24,101 +9%
Osaic Holdings
5
Osaic Holdings
Arizona
$8.48M -$386K -11,036 -4%
SI
6
Stephens Inc
Arkansas
$6.09M -$2.04M -58,315 -25%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$4M +$437K +12,491 +12%
SW
8
Schulz Wealth
Texas
$3.57M
MCM
9
MAI Capital Management
Ohio
$3M -$3.51M -100,473 -54%
SS
10
Sunbelt Securities
Texas
$2.43M +$1.8M +51,391 +289%
CHC
11
City Holding Co
West Virginia
$2.2M -$212K -6,065 -9%
LPL Financial
12
LPL Financial
California
$2.14M +$690K +19,724 +48%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.83M -$8.53K -244 -0.5%
WTFG
14
Wood Tarver Financial Group
Idaho
$1.2M +$1.2M +34,325 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.14M -$28.2K -808 -2%
OMC
16
Old Mission Capital
Illinois
$1.11M +$1.11M +31,687 New
MML Investors Services
17
MML Investors Services
Massachusetts
$1.07M +$437K +12,497 +69%
AIC
18
Archer Investment Corporation
Indiana
$1.06M +$21.9K +627 +2%
CW
19
CreativeOne Wealth
Kansas
$881K +$304K +8,705 +53%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$801K -$3M -85,786 -79%
NAM
21
NorthCrest Asset Manangement
Minnesota
$737K +$7.1K +203 +1%
SWM
22
Spire Wealth Management
Virginia
$723K +$721K +20,637 New
AWS
23
Atria Wealth Solutions
New York
$674K +$461K +13,198 +218%
FFS
24
Founders Financial Securities
Maryland
$640K +$286K +8,189 +81%
BTWM
25
Brass Tax Wealth Management
Ohio
$637K -$4.89K -140 -0.8%