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FT Vest US Equity Enhance & Moderate Buffer ETF December

71 hedge funds and large institutions have $272M invested in FT Vest US Equity Enhance & Moderate Buffer ETF December in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+21
Holders Change %
+42%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
25
Increased
27
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OBWG
26
Onyx Bridge Wealth Group
New York
$1.95M -$6.24M -199,738 -76%
WP
27
WealthSource Partners
California
$1.63M +$147K +4,700 +10%
AAS
28
Avantax Advisory Services
Texas
$1.46M -$785K -25,158 -35%
Jane Street
29
Jane Street
New York
$1.31M +$1.31M +41,877 New
ICG
30
InterOcean Capital Group
Tennessee
$1.08M +$59.3K +1,898 +6%
OMC
31
Old Mission Capital
Illinois
$1.03M +$1.03M +32,884 New
CA
32
Cambridge Advisors
Nebraska
$973K +$8.12K +260 +0.8%
NA
33
NewEdge Advisors
Louisiana
$964K -$5.15K -165 -0.5%
BBPWM
34
Blue Bell Private Wealth Management
Pennsylvania
$952K +$618K +19,801 +185%
SFPG
35
Stonebridge Financial Planning Group
Florida
$872K +$872K +27,920 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$795K +$795K +25,463 New
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$776K +$776K +24,864 New
KIA
38
Kraematon Investment Advisors
Massachusetts
$761K +$761K +24,375 New
IA
39
Insight Advisors
Pennsylvania
$737K -$195K -6,242 -21%
CAN
40
Cetera Advisor Networks
California
$693K +$151K +4,822 +28%
JIP
41
Jaffetilchin Investment Partners
Florida
$626K +$47.3K +1,514 +8%
HAS
42
HBW Advisory Services
California
$610K +$610K +19,535 New
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$574K +$574K +18,383 New
SOS
44
Silver Oak Securities
Tennessee
$558K +$110K +3,532 +25%
Goldman Sachs
45
Goldman Sachs
New York
$538K +$538K +17,220 New
CA
46
Corrado Advisors
New Jersey
$531K -$12.2K -392 -2%
BCI
47
Brinker Capital Investments
Pennsylvania
$519K +$519K +16,636 New
OPS
48
Orion Portfolio Solutions
Nebraska
$519K +$519K +16,636 New
KWS
49
Keystone Wealth Services
California
$502K -$94 -3 -0%
CSPIA
50
Cary Street Partners Investment Advisory
Virginia
$431K -$51.7K -1,655 -11%