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FT Vest US Equity Max Buffer ETF March
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Overview Fund Activity

77 hedge funds and large institutions have $120M invested in FT Vest US Equity Max Buffer ETF March in 2024 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+67
Holders Change %
+670%
% of All Funds
1.12%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
69
Increased
6
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LC
Legacy CG
Texas
$15.2M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$14.3M
3
FIA
Foundations Investment Advisors
Arizona
$7.71M
4
DIM
Delta Investment Management
California
$7.26M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$6.31M

Top Sellers

1
SW
SMART Wealth
Nebraska
$3.01M
2
BFWM
Bright Futures Wealth Management
New York
$862K
3
EWM
EPG Wealth Management
Georgia
$263K
Name Holding Trade Value Shares
Change 		Shares
Change %
HAS
51
HBW Advisory Services
California
$313K +$313K +10,525 New
SPIA
52
Steward Partners Investment Advisory
New York
$311K +$260K +8,750 +511%
CFD
53
Creative Financial Designs
Indiana
$305K +$305K +10,250 New
Koshinski Asset Management
54
Koshinski Asset Management
Illinois
$286K +$286K +9,570 New
SRA
55
Secured Retirement Advisors
Minnesota
$282K +$282K +9,480 New
Osaic Holdings
56
Osaic Holdings
Arizona
$268K +$268K +9,005 New
SAG
57
SageView Advisory Group
California
$268K +$268K +8,952 New
EWM
58
EPG Wealth Management
Georgia
$263K -$175K -6,000 Closed
SMC
59
Smith, Moore & Co
Missouri
$247K +$247K +8,306 New
LCWP
60
Legacy Capital Wealth Partners
Arkansas
$245K +$245K +8,241 New
CAC
61
Certified Advisory Corp
Florida
$243K +$243K +8,168 New
MWA
62
MN Wealth Advisors
Kansas
$223K +$223K +7,500 New
CW
63
CreativeOne Wealth
Kansas
$217K +$217K +7,288 New
SAW
64
Signal Advisors Wealth
Michigan
$203K +$203K +6,816 New
OMC
65
Old Mission Capital
Illinois
$202K +$202K +6,783 New
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$122K +$122K +4,110 New
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$93K +$93K +3,120 New
CAM
68
Creekmur Asset Management
Illinois
$89.9K +$89.9K +3,023 New
CAL
69
Capital Analysts LLC
Pennsylvania
$56K +$56K +1,885 New
AWM
70
Avior Wealth Management
Nebraska
$47.6K +$47.6K +1,600 New
DFA
71
DHJJ Financial Advisors
Illinois
$36.9K +$36.9K +1,240 New
ATPW
72
Ashton Thomas Private Wealth
Arizona
$36.1K +$36.1K +1,213 New
NS
73
NBC Securities
Alabama
$35K +$35K +1,180 New
PS
74
Principal Securities
Iowa
$26.8K +$26.8K +900 New
SS
75
Sunbelt Securities
Texas
$11.9K +$11.9K +400 New
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