XJUN icon

FT Vest US Equity Enhance & Moderate Buffer ETF June

68 hedge funds and large institutions have $118M invested in FT Vest US Equity Enhance & Moderate Buffer ETF June in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+4
Holders Change %
+6.25%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
9
Increased
21
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$16.5M +$912K +23,972 +6%
KAS
2
Kestra Advisory Services
Texas
$16.1M +$5.89M +154,840 +58%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$11.4M -$222K -5,846 -2%
Osaic Holdings
4
Osaic Holdings
Arizona
$10M +$122K +3,198 +1%
SP
5
Sequent Planning
Nebraska
$8.65M -$629K -16,527 -7%
BIM
6
Bullseye Investment Management
Ohio
$4.49M +$9.79K +254 +0.2%
HWM
7
HFG Wealth Management
Texas
$4.25M
MA
8
Mutual Advisors
Nebraska
$3.95M -$6.68K -175 -0.2%
LA
9
LM Advisors
California
$2.95M -$797K -22,800 -21%
BFG
10
Bouchey Financial Group
New York
$2.17M -$92.9K -2,441 -4%
HI
11
Harbour Investments
Wisconsin
$2.15M +$938K +24,653 +78%
OIA
12
OneDigital Investment Advisors
Kansas
$2M
DAS
13
Diversify Advisory Services
Utah
$1.86M -$115K -3,000 -6%
BTWM
14
Brass Tax Wealth Management
Ohio
$1.86M
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.82M +$32.5K +854 +2%
LWM
16
Laidlaw Wealth Management
New York
$1.82M +$75.8K +1,992 +4%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.69M +$191K +5,023 +13%
FHC
18
First Heartland Consultants
Missouri
$1.36M -$435K -11,442 -24%
Mariner
19
Mariner
Kansas
$1.21M +$70.6K +1,856 +6%
WFS
20
WealthGarden F.S.
California
$1.19M +$89.8K +2,362 +8%
LPL Financial
21
LPL Financial
California
$1M +$23.6K +621 +2%
BBPWM
22
Blue Bell Private Wealth Management
Pennsylvania
$998K -$24.4K -642 -2%
SPIA
23
Steward Partners Investment Advisory
New York
$944K +$1.94K +51 +0.2%
AAS
24
Avantax Advisory Services
Texas
$891K -$420K -11,046 -32%
CPIG
25
Chicago Partners Investment Group
Illinois
$851K