We are live on ! Find out more
XIDE icon

FT Vest US Equity Buffer & Premium Income ETF December

27 hedge funds and large institutions have $18.1M invested in FT Vest US Equity Buffer & Premium Income ETF December in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

29% more funds holding

Funds holding: 2127 (+6)

4.51% more ownership

Funds ownership: 80.69%85.21% (+4.5%)

0% less capital invested

Capital invested by funds: $18.1M → $18.1M (-$13K)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

Holders
27
Holders Change
+6
Holders Change %
+28.57%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
6
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SP
1
Sequent Planning
Nebraska
$2.57M -$1.52M -51,111 -38%
ARG
2
Advisory Resource Group
Oklahoma
$2.17M
FIA
3
Foundations Investment Advisors
Arizona
$1.97M -$20.2K -679 -1%
HI
4
Harbour Investments
Wisconsin
$1.72M +$31.9K +1,072 +2%
AWM
5
Accel Wealth Management
Iowa
$1.26M -$56.8K -1,909 -4%
KAS
6
Kestra Advisory Services
Texas
$1.21M +$60K +2,019 +5%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$885K -$1.21M -40,590 -58%
First Trust Advisors
8
First Trust Advisors
Illinois
$630K +$617K +20,756 New
OIA
9
OneDigital Investment Advisors
Kansas
$590K -$109K -3,678 -16%
Mariner
10
Mariner
Kansas
$582K +$570K +19,168 New
FFN
11
Focus Financial Network
Minnesota
$499K +$489K +16,441 New
Citadel Advisors
12
Citadel Advisors
Florida
$476K +$467K +15,697 New
GSAM
13
Grant Street Asset Management
Pennsylvania
$453K -$170K -5,724 -28%
CPRC
14
Consolidated Portfolio Review Corp
New York
$437K +$428K +14,399 New
WEG
15
World Equity Group
Illinois
$371K -$11.2K -377 -3%
FPWM
16
FSB Premier Wealth Management
Iowa
$370K
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$346K -$139K -4,689 -29%
QFW
18
QTR Family Wealth
Florida
$315K +$61.8K +2,078 +25%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$299K -$43.3K -1,456 -13%
CSP
20
Cary Street Partners
Virginia
$241K +$236K +7,932 New
SWGC
21
Summit Wealth Group (Colorado)
Colorado
$228K +$223K +7,501 New
KWS
22
Keystone Wealth Services
California
$214K +$1.75K +59 +0.8%
Barclays
23
Barclays
United Kingdom
$192K +$39.7K +1,335 +27%
Osaic Holdings
24
Osaic Holdings
Arizona
$34.9K
AAS
25
Ameritas Advisory Services
Nebraska
$29.9K +$29.3K +986 New