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FT Vest US Small Cap Moderate Buffer ETF May

55 hedge funds and large institutions have $38.2M invested in FT Vest US Small Cap Moderate Buffer ETF May in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
8
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
26
Spire Wealth Management
Virginia
$460K +$460K +18,570 New
FPL
27
Fortress Private Ledger
North Carolina
$432K +$432K +17,410 New
AWE
28
Avidian Wealth Enterprises
Texas
$410K
NFG
29
Nations Financial Group
Iowa
$400K -$248 -10 -0.1%
SPC
30
Sigma Planning Corp
Michigan
$372K +$19.5K +785 +6%
IA
31
Insight Advisors
Pennsylvania
$329K -$126K -5,073 -28%
FFA
32
Fragasso Financial Advisors
Pennsylvania
$320K
WTFG
33
Wood Tarver Financial Group
Idaho
$281K +$281K +11,371 New
SWA
34
SOA Wealth Advisors
New York
$240K
NA
35
NewEdge Advisors
Louisiana
$233K -$119K -4,809 -34%
UAG
36
United Advisor Group
Ohio
$214K +$2.06K +83 +1%
AWM
37
AE Wealth Management
Kansas
$212K +$212K +8,546 New
SAW
38
Signal Advisors Wealth
Michigan
$206K -$545 -22 -0.3%
GWM
39
Geneos Wealth Management
Colorado
$156K +$156K +6,280 New
CFGS
40
Concourse Financial Group Securities
Alabama
$153K
HI
41
Harbour Investments
Wisconsin
$94.9K -$21.7K -874 -19%
DFA
42
DHJJ Financial Advisors
Illinois
$87.6K
LFG
43
Larson Financial Group
Missouri
$83.6K
CAL
44
Capital Analysts LLC
Pennsylvania
$81K
BBPWM
45
Blue Bell Private Wealth Management
Pennsylvania
$77.4K
SPIA
46
Steward Partners Investment Advisory
New York
$55.8K
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$50K
PS
48
Principal Securities
Iowa
$37.4K
NWMP
49
Noble Wealth Management PBC
Colorado
$37.2K +$37.2K +1,500 New
SS
50
Sunbelt Securities
Texas
$23.2K