XDEC icon

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 %
CFGS
51
Concourse Financial Group Securities
Alabama
$395K +$196K +6,273 +98%
PAG
52
Private Advisory Group
Washington
$370K -$4.9K -157 -1%
EWM
53
Echo Wealth Management
Minnesota
$367K +$109K +3,487 +42%
OWA
54
Outlook Wealth Advisors
Texas
$357K +$357K +11,445 New
BRWA
55
B. Riley Wealth Advisors
Florida
$335K -$695K -22,269 -68%
KCFA
56
Key Client Fiduciary Advisors
New Jersey
$315K +$315K +10,104 New
CBFP
57
Cedar Brook Financial Partners
Ohio
$312K +$20.2K +647 +7%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$292K +$292K +9,347 New
CF
59
Centaurus Financial
California
$263K
WWM
60
Wagner Wealth Management
South Carolina
$184K
BAM
61
Belpointe Asset Management
Nevada
$105K
IA
62
IFP Advisors
Florida
$94.9K -$575K -18,800 -86%
UBS Group
63
UBS Group
Switzerland
$81.1K +$81.1K +2,599 New
AAS
64
Ameritas Advisory Services
Nebraska
$69.5K +$69.5K +2,224 New
SWM
65
Spire Wealth Management
Virginia
$49.9K -$17.7K -567 -26%
IF
66
Integrity Financial
Wyoming
$48.2K
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$34.4K +$30K +961,582 +689%
CAL
68
Capital Analysts LLC
Pennsylvania
$32K -$108K -3,477 -77%
TLA
69
Tanglewood Legacy Advisors
Texas
$10.6K +$10.6K +340 New
ACA
70
Aptus Capital Advisors
Alabama
$937 +$937 +30 New
GWANC
71
Guardian Wealth Advisors (North Carolina)
North Carolina
$937 +$937 +30 New
SG
72
StoneX Group
New York
-$2.32M -78,049 Closed
Wolverine Trading
73
Wolverine Trading
Illinois
-$455K -15,276 Closed
ACM
74
Arlington Capital Management
Illinois
-$314K -10,549 Closed
AF
75
Advisornet Financial
Minnesota
-$56.5K -1,900 Closed