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 %
FHC
1
First Heartland Consultants
Missouri
$16.9M -$696K -21,459 -4%
HighTower Advisors
2
HighTower Advisors
Illinois
$13.4M -$31.4K -970 -0.2%
KPWS
3
Kestra Private Wealth Services
Texas
$12.6M +$1.24M +38,342 +11%
Osaic Holdings
4
Osaic Holdings
Arizona
$8.45M -$5.28M -162,967 -38%
Mariner
5
Mariner
Kansas
$6.82M -$94.2K -2,906 -1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$6.78M -$1.57M -48,406 -19%
OMC
7
Old Mission Capital
Illinois
$6.49M +$6.49M +200,127 New
AI
8
Atria Investments
North Carolina
$5.31M -$24.5K -757 -0.5%
LNC
9
Lincoln National Corp
Pennsylvania
$3.94M +$54.2K +1,672 +1%
WIM
10
WealthPlan Investment Management
Nebraska
$3.19M -$1.82M -56,244 -36%
IA
11
IFP Advisors
Florida
$3.02M -$690K -22,953 -19%
LA
12
LexAurum Advisors
Kansas
$2.89M +$86.5K +2,669 +3%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$2.62M +$118K +3,627 +5%
WEG
14
World Equity Group
Illinois
$2.43M +$1.17M +26,990 +93%
HAS
15
HBW Advisory Services
California
$2.4M -$5.06K -156 -0.2%
KAS
16
Kestra Advisory Services
Texas
$2.31M -$457K -14,094 -16%
WP
17
WealthPLAN Partners
Nebraska
$2.13M -$2.88M -88,884 -57%
ETIA
18
Epic Trust Investment Advisors
Washington
$1.88M +$1.88M +60,908 New
BRWA
19
B. Riley Wealth Advisors
Florida
$1.55M -$404K -12,449 -21%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.49M +$452K +13,933 +43%
ARC
21
Advisor Resource Council
Texas
$1.1M +$195K +6,003 +22%
AWM
22
AE Wealth Management
Kansas
$867K -$116K -3,566 -12%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$796K +$796K +24,565 New
MA
24
Mutual Advisors
Nebraska
$717K -$42.1K -1,300 -6%
GSAM
25
Grant Street Asset Management
Pennsylvania
$505K -$170K -5,253 -25%