QMMY

FT Vest Nasdaq-100 Moderate Buffer ETF - May

42 hedge funds and large institutions have $50M invested in FT Vest Nasdaq-100 Moderate Buffer ETF - May in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

36% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 14

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
42
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$5.85M
Truist Financial
2
Truist Financial
North Carolina
$4.36M
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.31M
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$4.17M
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$3.35M
KAS
6
Kestra Advisory Services
Texas
$3.06M
SP
7
Sequent Planning
Nebraska
$2.82M
CCFM
8
Clear Creek Financial Management
Washington
$2.77M
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.21M
LWMI
10
Legacy Wealth Management (Idaho)
Idaho
$2.12M
AFW
11
Avantra Family Wealth
Pennsylvania
$1.79M
Raymond James Financial
12
Raymond James Financial
Florida
$1.51M
SAM
13
Synergy Asset Management
Washington
$1.3M
BIM
14
Bullseye Investment Management
Ohio
$1.04M
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$930K
CAL
16
Capital Analysts LLC
Pennsylvania
$794K
Osaic Holdings
17
Osaic Holdings
Arizona
$761K
OMC
18
Old Mission Capital
Illinois
$755K
FIA
19
Foundations Investment Advisors
Arizona
$588K
SS
20
Sunbelt Securities
Texas
$574K
HI
21
Harbour Investments
Wisconsin
$545K
HP
22
Holistic Planning
Texas
$491K
GFG
23
Grantvest Financial Group
New Jersey
$471K
AAS
24
Ameritas Advisory Services
Nebraska
$458K
LPL Financial
25
LPL Financial
California
$450K