NOVM

FT Vest U.S. Equity Max Buffer ETF - November
NOVM

Overview Fund Activity

23 hedge funds and large institutions have $9.94M invested in FT Vest U.S. Equity Max Buffer ETF - November in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
+23
Holders Change %
–
% of All Funds
0.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCFM
Clear Creek Financial Management
Washington
$3.02M
2
WP
WealthPLAN Partners
Nebraska
$708K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$599K
4
BTWM
Brass Tax Wealth Management
Ohio
$578K
5
BRWA
B. Riley Wealth Advisors
Florida
$576K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
CCFM
1
Clear Creek Financial Management
Washington
$3.02M +$3.02M +98,664 New
WP
2
WealthPLAN Partners
Nebraska
$708K +$708K +23,155 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$599K +$599K +19,614 New
BTWM
4
Brass Tax Wealth Management
Ohio
$578K +$578K +18,910 New
BRWA
5
B. Riley Wealth Advisors
Florida
$576K +$576K +18,834 New
Jane Street
6
Jane Street
New York
$570K +$570K +18,643 New
WIM
7
WealthPlan Investment Management
Nebraska
$564K +$564K +18,459 New
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$424K +$424K +13,874 New
CAM
9
Creekmur Asset Management
Illinois
$413K +$413K +13,514 New
AWM
10
AE Wealth Management
Kansas
$409K +$409K +13,383 New
MFS
11
Madrona Financial Services
Washington
$332K +$332K +10,880 New
IA
12
IFP Advisors
Florida
$306K +$306K +10,000 New
GFA
13
Gallagher Fiduciary Advisors
Illinois
$250K +$250K +8,178 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$216K +$216K +7,069 New
Osaic Holdings
15
Osaic Holdings
Arizona
$204K +$204K +6,677 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$202K +$202K +6,594 New
GWM
17
Geneos Wealth Management
Colorado
$191K +$191K +6,250 New
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$155K +$155K +5,061 New
Barclays
19
Barclays
United Kingdom
$147K +$147K +4,810 New
PS
20
Principal Securities
Iowa
$45.8K +$45.8K +1,500 New
CAL
21
Capital Analysts LLC
Pennsylvania
$30K +$30K +982 New
DFA
22
DHJJ Financial Advisors
Illinois
$8.1K +$8.1K +265 New
UBS Group
23
UBS Group
Switzerland
$3.06K +$3.06K +100 New