XSEP icon

FT Vest US Equity Enhance & Moderate Buffer ETF September

44 hedge funds and large institutions have $114M invested in FT Vest US Equity Enhance & Moderate Buffer ETF September in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
7
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
26
Echo Wealth Management
Minnesota
$453K -$10.4K -322 -2%
AAS
27
Avantax Advisory Services
Texas
$435K -$121K -3,731 -22%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$420K
WP
29
WealthSource Partners
California
$406K -$1.72M -53,031 -81%
IF
30
Integrity Financial
Wyoming
$388K
AWS
31
Atria Wealth Solutions
New York
$330K +$330K +10,177 New
FGG
32
Financial Guidance Group
Florida
$279K
CA
33
Cambridge Advisors
Nebraska
$215K
PAG
34
Private Advisory Group
Washington
$209K -$1.32M -40,624 -86%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$92K +$92K +2,834 New
CIA
36
Cape Investment Advisory
Georgia
$91.9K +$91.9K +2,833 New
HI
37
Harbour Investments
Wisconsin
$89.5K
CSPIA
38
Cary Street Partners Investment Advisory
Virginia
$26.8K
UBS Group
39
UBS Group
Switzerland
$18.1K +$18.1K +558 New
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$14K -$4.11K -126,740 -23%
AAS
41
Ameritas Advisory Services
Nebraska
$11.9K +$11.9K +365 New
WT
42
Washington Trust
Rhode Island
$9.57K
SPIA
43
Steward Partners Investment Advisory
New York
$9.11K +$9.11K +281 New
Morgan Stanley
44
Morgan Stanley
New York
$1.3K +$1.3K +40 New
CWMU
45
Caliber Wealth Management (Utah)
Utah
-$5.64M -182,497 Closed
HSA
46
HBK Sorce Advisory
Pennsylvania
-$416K -13,462 Closed
Citadel Advisors
47
Citadel Advisors
Florida
-$327K -10,572 Closed
ACM
48
Arlington Capital Management
Illinois
-$308K -9,957 Closed
DLHL
49
Donald L. Hagan LLC
Florida
-$282K -9,120 Closed
OBWG
50
Onyx Bridge Wealth Group
New York
-$236K -7,547 Closed