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FT Vest US Small Cap Moderate Buffer ETF August

32 hedge funds and large institutions have $23.8M invested in FT Vest US Small Cap Moderate Buffer ETF August in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
+16
Holders Change %
+100%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
8
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$4.84M +$4.84M +230,654 New
NA
2
NewEdge Advisors
Louisiana
$4.41M +$4.15M +197,310 +1,561%
SI
3
Stephens Inc
Arkansas
$2.39M +$266K +12,531 +13%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.23M +$489K +23,026 +66%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.23M +$852K +40,128 +227%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$1.1M +$30.2K +1,421 +3%
Truist Financial
7
Truist Financial
North Carolina
$917K +$917K +46,232 New
CCG
8
Capital CS Group
California
$859K +$859K +40,465 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$666K +$666K +31,363 New
NAM
10
NorthCrest Asset Manangement
Minnesota
$566K -$8.28K -390 -1%
SWP
11
Summit Wealth Partners
Florida
$524K +$524K +24,687 New
TF
12
Trek Financial
Arizona
$485K +$485K +22,875 New
KAS
13
Kestra Advisory Services
Texas
$447K +$105K +4,960 +31%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$431K +$431K +20,331 New
WP
15
WealthSource Partners
California
$424K
PFS
16
Prospera Financial Services
Texas
$363K +$18.9K +890 +5%
JIP
17
Jaffetilchin Investment Partners
Florida
$329K -$127K -6,000 -28%
AWS
18
Atria Wealth Solutions
New York
$275K +$275K +12,968 New
SRA
19
Secured Retirement Advisors
Minnesota
$266K +$266K +12,542 New
CFGS
20
Concourse Financial Group Securities
Alabama
$262K
Jane Street
21
Jane Street
New York
$245K -$326K -15,381 -57%
CA
22
Cetera Advisors
Colorado
$233K +$233K +10,958 New
CAN
23
Cetera Advisor Networks
California
$223K +$223K +10,523 New
AWM
24
Axxcess Wealth Management
California
$216K +$216K +10,163 New
PCM
25
Presidio Capital Management
California
$216K +$216K +10,163 New