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FT Vest US Small Cap Moderate Buffer ETF May

14 hedge funds and large institutions have $14.4M invested in FT Vest US Small Cap Moderate Buffer ETF May in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

72.87% more ownership

Funds ownership: 0%72.87% (+73%)

Holders
14
Holders Change
+14
Holders Change %
% of All Funds
0.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
1
L.J. Altfest & Co
New York
$5.68M +$5.59M +273,134 New
BCM
2
Brookstone Capital Management
Illinois
$2.31M +$2.29M +111,737 New
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.67M +$1.64M +80,255 New
FIA
4
Foundations Investment Advisors
Arizona
$1.32M +$1.3M +63,324 New
JIP
5
Jaffetilchin Investment Partners
Florida
$693K +$681K +33,305 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$678K +$666K +32,566 New
Osaic Holdings
7
Osaic Holdings
Arizona
$678K +$666K +32,563 New
IA
8
Insight Advisors
Pennsylvania
$617K +$607K +29,649 New
Citadel Advisors
9
Citadel Advisors
Florida
$245K +$241K +11,764 New
Mariner
10
Mariner
Kansas
$224K +$220K +10,750 New
SS
11
Sunbelt Securities
Texas
$170K +$167K +8,163 New
HI
12
Harbour Investments
Wisconsin
$51.5K +$50.7K +2,476 New
SPIA
13
Steward Partners Investment Advisory
New York
$46.8K +$46K +2,250 New
UBS Group
14
UBS Group
Switzerland
$6.64K +$6.53K +319 New

SMAY Hedge Fund Activity: Q2 2023 in Review

14 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Small Cap Moderate Buffer ETF May (SMAY) for Q2 2023, worth a combined $14.4M.

Buyers outnumbered sellers: 14 funds opened new SMAY positions and 0 closed out — a net gain of 14 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was L.J. Altfest & Co, opening a new position worth an estimated $5.59M.

  • 14 institutional investors held FT Vest US Small Cap Moderate Buffer ETF May (SMAY) as of Q2 2023, up from 0 in Q1 2023.
  • Funds reported $14.4M of FT Vest US Small Cap Moderate Buffer ETF May stock for Q2 2023.
  • 14 funds opened new FT Vest US Small Cap Moderate Buffer ETF May positions in Q2 2023 and 0 closed out, a net change of +14 holders.
  • The largest FT Vest US Small Cap Moderate Buffer ETF May buyer in Q2 2023 was L.J. Altfest & Co, an estimated $5.59M added.

Based on aggregated 13F filings for Q2 2023.