XDEC icon

FT Vest US Equity Enhance & Moderate Buffer ETF December

74 hedge funds and large institutions have $256M invested in FT Vest US Equity Enhance & Moderate Buffer ETF December in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 7 closing their positions.

Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
22
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$58.2M -$6.67M -196,036 -10%
SW
2
SMART Wealth
Nebraska
$18M +$18M +528,935 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$17M +$175K +5,137 +1%
RC
4
Rovin Capital
Arizona
$16.4M -$6.03M -177,221 -27%
BFG
5
Bouchey Financial Group
New York
$14.5M -$8.32M -244,406 -36%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$14M -$22.1M -650,382 -61%
Truist Financial
7
Truist Financial
North Carolina
$11.6M +$384K +11,279 +3%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$11.6M +$372K +10,935 +3%
BFG
9
Beacon Financial Group
Texas
$8.7M +$82.4K +2,420 +1%
MML Investors Services
10
MML Investors Services
Massachusetts
$6.67M +$528K +15,522 +9%
CA
11
Cetera Advisors
Colorado
$6.17M -$1.12M -32,951 -15%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$6.06M +$1.78M +52,359 +42%
AWM
13
AE Wealth Management
Kansas
$6M +$3.82M +110,777 +176%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$4.54M -$119K -3,485 -3%
GRP
15
Global Retirement Partners
California
$4.3M +$1.49M +43,655 +53%
PG
16
Prostatis Group
Maryland
$4.26M -$544K -15,995 -11%
KAS
17
Kestra Advisory Services
Texas
$3.84M +$300K +8,802 +8%
AWA
18
Arkadios Wealth Advisors
Georgia
$3.11M +$2.67M +78,586 +612%
LNC
19
Lincoln National Corp
Pennsylvania
$2.88M -$63.4K -1,862 -2%
HI
20
Harbour Investments
Wisconsin
$2.7M -$83.9K -2,466 -3%
PAG
21
Private Advisor Group
New Jersey
$2.5M +$2.5M +73,609 New
KA
22
Kure Advisory
Minnesota
$2.5M -$49.9K -1,466 -2%
MSFS
23
Main Street Financial Solutions
Pennsylvania
$2.35M
GSAM
24
Grant Street Asset Management
Pennsylvania
$2.12M -$93.2K -2,740 -4%
OPS
25
Orion Portfolio Solutions
Nebraska
$1.92M +$1.35M +39,540 +238%