SMAY icon

FT Vest US Small Cap Moderate Buffer ETF May

43 hedge funds and large institutions have $37.7M invested in FT Vest US Small Cap Moderate Buffer ETF May in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+14
Holders Change %
+48.28%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
16
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$309K +$59.6K +2,554 +24%
FFA
27
Fragasso Financial Advisors
Pennsylvania
$301K +$301K +12,914 New
BIM
28
Bullseye Investment Management
Ohio
$202K +$202K +8,523 New
CFGS
29
Concourse Financial Group Securities
Alabama
$166K +$152K +6,530 +1,109%
SWA
30
SOA Wealth Advisors
New York
$112K +$112K +4,800 New
NS
31
NBC Securities
Alabama
$100K +$20.1K +863 +25%
HI
32
Harbour Investments
Wisconsin
$84.9K +$28.8K +1,234 +51%
DFA
33
DHJJ Financial Advisors
Illinois
$84.3K +$36.5K +1,565 +76%
BBPWM
34
Blue Bell Private Wealth Management
Pennsylvania
$72.8K
SPIA
35
Steward Partners Investment Advisory
New York
$52.5K
CAL
36
Capital Analysts LLC
Pennsylvania
$38K +$20.1K +856 +113%
PS
37
Principal Securities
Iowa
$35.2K +$27.2K +1,168 +345%
TWP
38
Triad Wealth Partners
Kansas
$21.8K +$21.8K +935 New
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$6K
ATPW
40
Ashton Thomas Private Wealth
Arizona
$5.41K +$5.41K +232 New
PA
41
PSI Advisors
Florida
$5.06K +$5.06K +217 New
UBS Group
42
UBS Group
Switzerland
$583 +$466 +20 +400%
FHC
43
First Heartland Consultants
Missouri
$224 -$5 -213 -2%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
-$821K -35,797 Closed
OMC
45
Old Mission Capital
Illinois
-$616K -26,864 Closed
IP
46
Ignite Planners
California
-$246K -10,770 Closed
Truist Financial
47
Truist Financial
North Carolina
-$217K -9,471 Closed
LJAC
48
L.J. Altfest & Co
New York
-$204K -8,888 Closed