We are live on ! Find out more
DAPR icon

FT Vest US Equity Deep Buffer ETF April

77 hedge funds and large institutions have $135M invested in FT Vest US Equity Deep Buffer ETF April in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 14 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

8% more funds holding

Funds holding: 7177 (+6)

6.32% more ownership

Funds ownership: 53.94%60.26% (+6.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

18% less capital invested

Capital invested by funds: $165M → $135M (-$29.2M)

59% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 34

Holders
77
Holders Change
+6
Holders Change %
+8.45%
% of All Funds
1.23%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
18
Increased
14
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
26
Plotkin Financial Advisors
Maryland
$903K +$648K +21,849 +254%
KAS
27
Kestra Advisory Services
Texas
$891K -$307K -10,366 -26%
CF
28
Centaurus Financial
California
$876K -$58.6K -1,976 -6%
RJA
29
Raymond James & Associates
Florida
$856K -$599K -20,200 -41%
TA
30
TrueWealth Advisors
Alabama
$836K
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$770K -$44.5K -1,500 -5%
HH
32
Hilltop Holdings
Texas
$767K +$767K +25,869 New
BOSSRA
33
B.O.S.S. Retirement Advisors
Utah
$620K +$5.01K +169 +0.8%
AAS
34
Ameritas Advisory Services
Nebraska
$619K -$301K -10,140 -33%
OWA
35
Outlook Wealth Advisors
Texas
$612K -$22.3K -752 -4%
AFAS
36
Acorn Financial Advisory Services
Virginia
$564K -$9.94K -335 -2%
WP
37
WealthPLAN Partners
Nebraska
$564K -$64.5K -2,175 -10%
LPL Financial
38
LPL Financial
California
$560K -$193K -6,498 -26%
JP Morgan Chase
39
JP Morgan Chase
New York
$551K +$542K +18,278 +6,072%
T
40
TRUADVICE
Florida
$544K +$47.3K +1,595 +10%
KA
41
Kovack Advisors
Florida
$544K -$5.93K -200 -1%
GLR
42
Great Lakes Retirement
Ohio
$509K +$510K +17,177 New
DIM
43
Delta Investment Management
California
$501K
LSA
44
Lion Street Advisors
Texas
$497K +$497K +16,754 New
TC
45
TownSquare Capital
Utah
$441K +$441K +14,865 New
LI
46
LVZ Inc
Michigan
$438K
SPIA
47
Steward Partners Investment Advisory
New York
$434K -$19.5K -658 -4%
MML Investors Services
48
MML Investors Services
Massachusetts
$373K -$50.3K -1,697 -12%
Mariner
49
Mariner
Kansas
$361K -$36K -1,212 -9%
CA
50
Cetera Advisors
Colorado
$354K -$93.6K -3,156 -21%

DAPR Hedge Fund Activity: Q1 2023 in Review

77 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF April (DAPR) for Q1 2023, worth a combined $135M — down 18% from $165M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DAPR positions and 10 closed out — a net gain of 8 holders — while 14 added to existing stakes and 34 trimmed.

The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $4.04M. The largest seller was Osaic Holdings, cutting an estimated $3.49M.

  • 77 institutional investors held FT Vest US Equity Deep Buffer ETF April (DAPR) as of Q1 2023, up from 71 in Q4 2022.
  • Funds reported $135M of FT Vest US Equity Deep Buffer ETF April stock for Q1 2023, down 18% quarter-over-quarter.
  • 18 funds opened new FT Vest US Equity Deep Buffer ETF April positions in Q1 2023 and 10 closed out, a net change of +8 holders.
  • The largest FT Vest US Equity Deep Buffer ETF April buyer in Q1 2023 was Brookstone Capital Management, an estimated $4.04M added.
  • The largest FT Vest US Equity Deep Buffer ETF April seller in Q1 2023 was Osaic Holdings, an estimated $3.49M sold.

Based on aggregated 13F filings for Q1 2023.