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FT Vest US Small Cap Moderate Buffer ETF November

52 hedge funds and large institutions have $53.9M invested in FT Vest US Small Cap Moderate Buffer ETF November in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+6
Holders Change %
+13.04%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
22
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
26
Creative Financial Designs
Indiana
$304K +$106K +4,819 +54%
OWA
27
Octavia Wealth Advisors
Ohio
$299K -$9.8K -444 -3%
KPWS
28
Kestra Private Wealth Services
Texas
$297K +$94.9K +4,300 +47%
SWA
29
SOA Wealth Advisors
New York
$284K +$184K +8,324 +182%
DI
30
Diligent Investors
California
$271K +$41.9K +1,900 +18%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$258K
NS
32
NBC Securities
Alabama
$243K +$243K +11,045 +100,409%
KWM
33
Kingsview Wealth Management
Oregon
$241K +$10.3K +466 +4%
MML Investors Services
34
MML Investors Services
Massachusetts
$239K -$59.9K -2,713 -20%
LA
35
LexAurum Advisors
Kansas
$231K +$231K +10,465 New
CAP
36
Columbia Advisory Partners
Washington
$223K +$223K +10,100 New
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$222K +$222K +10,047 New
OMC
38
Old Mission Capital
Illinois
$214K +$214K +9,704 New
NA
39
NewEdge Advisors
Louisiana
$214K
HI
40
Harbour Investments
Wisconsin
$188K +$54.5K +2,470 +41%
PP
41
PFS Partners
New Jersey
$116K -$13.2K -600 -10%
WTFG
42
Wood Tarver Financial Group
Idaho
$97.6K +$14.3K +649 +17%
DFA
43
DHJJ Financial Advisors
Illinois
$88.5K -$17K -770 -16%
UBS Group
44
UBS Group
Switzerland
$53.1K +$53.1K +2,406 New
CAL
45
Capital Analysts LLC
Pennsylvania
$38K +$14.3K +640 +60%
SS
46
Sunbelt Securities
Texas
$26K
AWM
47
AE Wealth Management
Kansas
$15.6K
SPIA
48
Steward Partners Investment Advisory
New York
$11K
PS
49
Principal Securities
Iowa
$9.45K
FFA
50
Frazier Financial Advisors
Ohio
$8.82K