QCJL

FT Vest Nasdaq-100 Conservative Buffer ETF - July

34 hedge funds and large institutions have $33.6M invested in FT Vest Nasdaq-100 Conservative Buffer ETF - July in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 3 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
+3
Holders Change %
+9.68%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
3
Reduced
11
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LA
1
LexAurum Advisors
Kansas
$10.4M +$1.39M +66,049 +15%
Truist Financial
2
Truist Financial
North Carolina
$4.28M -$5.25K -250 -0.1%
Raymond James Financial
3
Raymond James Financial
Florida
$3.7M +$3.7M +176,537 New
SWP
4
Sagespring Wealth Partners
Tennessee
$3.15M +$3.15M +150,126 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.02M -$170K -8,096 -8%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$2M -$48.1K -2,291 -2%
SOS
7
Silver Oak Securities
Tennessee
$737K
FIA
8
Foundations Investment Advisors
Arizona
$617K -$4.2K -200 -0.7%
RMAM
9
Raab & Moskowitz Asset Management
New Jersey
$608K -$21K -1,000 -3%
AFP
10
Ausdal Financial Partners
Iowa
$563K +$563K +26,838 New
SG
11
StoneX Group
New York
$550K +$550K +26,200 New
OMC
12
Old Mission Capital
Illinois
$463K -$558K -26,596 -55%
KAS
13
Kestra Advisory Services
Texas
$408K +$5.25K +250 +1%
GFG
14
Grantvest Financial Group
New Jersey
$381K +$381K +18,183 New
DI
15
Diligent Investors
California
$360K -$21K -1,000 -6%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$342K -$338K -16,119 -50%
AWA
17
Arete Wealth Advisors
Illinois
$315K
IAS
18
Insigneo Advisory Services
Florida
$302K +$302K +14,383 New
IAIM
19
International Assets Investment Management
Florida
$283K +$283K +13,483 New
Citadel Advisors
20
Citadel Advisors
Florida
$275K +$275K +13,085 New
SCA
21
Sage Capital Advisors
South Dakota
$261K
RWA
22
Redhawk Wealth Advisors
Minnesota
$259K -$6.95K -331 -3%
OIA
23
OneDigital Investment Advisors
Kansas
$256K +$256K +12,200 New
Osaic Holdings
24
Osaic Holdings
Arizona
$218K -$585K -27,889 -73%
FHC
25
First Heartland Consultants
Missouri
$214K +$214K +10,201 New