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FT Vest US Small Cap Moderate Buffer ETF August

47 hedge funds and large institutions have $40M invested in FT Vest US Small Cap Moderate Buffer ETF August in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
18
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
26
Sigma Planning Corp
Michigan
$373K +$19.8K +838 +6%
WTFG
27
Wood Tarver Financial Group
Idaho
$358K +$358K +15,227 New
CFGS
28
Concourse Financial Group Securities
Alabama
$336K +$39.2K +1,633 +13%
IAN
29
Integrated Advisors Network
Texas
$318K -$9.43K -400 -3%
CAL
30
Capital Analysts LLC
Pennsylvania
$282K
ODFS
31
O'Donnell Financial Services
California
$282K +$23.3K +1,000 +9%
IAIM
32
International Assets Investment Management
Florida
$276K +$276K +11,673 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$263K +$263K +11,155 New
SWM
34
Spire Wealth Management
Virginia
$241K +$241K +10,221 New
SG
35
StoneX Group
New York
$235K +$235K +9,954 New
SPIA
36
Steward Partners Investment Advisory
New York
$188K -$11.6K -492 -6%
MIM
37
MTM Investment Management
South Carolina
$155K
CFD
38
Creative Financial Designs
Indiana
$132K +$24.6K +1,044 +23%
AWM
39
AE Wealth Management
Kansas
$131K +$131K +5,566 New
DFA
40
DHJJ Financial Advisors
Illinois
$122K
EWM
41
EPG Wealth Management
Georgia
$118K
SS
42
Sunbelt Securities
Texas
$101K +$8.14K +345 +9%
LFG
43
Larson Financial Group
Missouri
$59.6K +$59.6K +2,528 New
SWA
44
SOA Wealth Advisors
New York
$40.8K
AG
45
AmeriFlex Group
Nevada
$20.4K +$20.4K +850 New
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$18.9K +$18.9K +801 New
UBS Group
47
UBS Group
Switzerland
$2.69K +$1.86K +79 +226%
BFWM
48
Bright Futures Wealth Management
New York
-$1.11M -47,335 Closed
SWP
49
Summit Wealth Partners
Florida
-$597K -25,543 Closed
OMC
50
Old Mission Capital
Illinois
-$424K -18,139 Closed