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FT Vest US Equity Buffer & Premium Income ETF December
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Overview Fund Activity

18 hedge funds and large institutions have $15.6M invested in FT Vest US Equity Buffer & Premium Income ETF December in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
9
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ARG
1
Advisory Resource Group
Oklahoma
$770K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$314K
3
BW
3
Bison Wealth
Georgia
$250K
4
OIA
4
OneDigital Investment Advisors
Kansas
$514K
5
AWM
5
Accel Wealth Management
Iowa
$1.01M

Top Sellers

1
SP
1
Sequent Planning
Nebraska
$4.68M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$1.42M
3
FIA
3
Foundations Investment Advisors
Arizona
$2.14M
4
CSPIA
4
Cary Street Partners Investment Advisory
Virginia
$0
5
WEG
5
World Equity Group
Illinois
$419K
Name Market Value Shares Shares
Change 		Shares
Change %
SP
1
Sequent Planning
Nebraska
$4.68M 155,481 -11,203 -7%
FIA
2
Foundations Investment Advisors
Arizona
$2.14M 70,978 -7,367 -9%
HI
3
Harbour Investments
Wisconsin
$1.57M 51,979 +1,625 +3%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.42M 46,992 -8,924 -16%
KAS
5
Kestra Advisory Services
Texas
$1.1M 36,680 +1,078 +3%
AWM
6
Accel Wealth Management
Iowa
$1.01M 33,386 +5,326 +19%
ARG
7
Advisory Resource Group
Oklahoma
$770K 25,557 +25,557 New
OIA
8
OneDigital Investment Advisors
Kansas
$514K 17,060 +7,884 +86%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$469K 15,557 -1,853 -11%
WEG
10
World Equity Group
Illinois
$419K 13,923 -5,674 -29%
FPWM
11
FSB Premier Wealth Management
Iowa
$368K 12,206 – –
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$314K 10,431 +10,431 New
GSAM
13
Grant Street Asset Management
Pennsylvania
$309K 10,261 +225 +2%
BW
14
Bison Wealth
Georgia
$250K 8,300 +8,300 New
KWS
15
Keystone Wealth Services
California
$209K 6,942 +77 +1%
Barclays
16
Barclays
United Kingdom
$52K 1,730 +848 +96%
UBS Group
17
UBS Group
Switzerland
$40.3K 1,338 +242 +22%
PS
18
Principal Securities
Iowa
$5.88K 195 +4 +2%
CSPIA
19
Cary Street Partners Investment Advisory
Virginia
– – -6,716 Closed
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
– – -2,215 Closed
CFGS
21
Concourse Financial Group Securities
Alabama
– – – –