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FT Vest US Equity Deep Buffer ETF April

71 hedge funds and large institutions have $165M invested in FT Vest US Equity Deep Buffer ETF April in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

20% more funds holding

Funds holding: 5971 (+12)

6% more capital invested

Capital invested by funds: $155M → $165M (+$9.3M)

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

5.35% less ownership

Funds ownership: 59.28%53.94% (-5.3%)

Holders
71
Holders Change
+12
Holders Change %
+20.34%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
20
Increased
19
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$37.7M -$196K -6,657 -0.5%
AWM
2
AE Wealth Management
Kansas
$23.3M +$4.95M +167,818 +27%
Osaic Holdings
3
Osaic Holdings
Arizona
$18.7M +$205K +6,969 +1%
MA
4
Mutual Advisors
Nebraska
$10.1M -$486K -16,500 -5%
HFM
5
Hartford Financial Management
Connecticut
$6.64M -$67.5K -2,290 -1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.96M -$2.75M -93,423 -32%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$5.25M +$1.02M +34,642 +24%
AWA
8
Arkadios Wealth Advisors
Georgia
$4.13M -$436K -14,790 -10%
TLA
9
Tanglewood Legacy Advisors
Texas
$3.76M +$3.76M +127,493 New
SW
10
SMART Wealth
Nebraska
$3.68M +$3.68M +124,947 New
OAJ
11
Ogorek Anthony Joseph
New York
$3.67M +$3.67M +124,577 New
AWS
12
Atria Wealth Solutions
New York
$3.66M +$102K +3,474 +3%
CFCI
13
Comprehensive Financial Consultants Institutional
Indiana
$2.65M +$5.84K +198 +0.2%
NFG
14
Nations Financial Group
Iowa
$2.07M +$680K +23,062 +49%
KWS
15
Keystone Wealth Services
California
$1.8M
HI
16
Harbour Investments
Wisconsin
$1.8M +$2.59K +88 +0.1%
CW
17
CreativeOne Wealth
Kansas
$1.57M +$1.57M +53,318 New
CWS
18
Cypress Wealth Services
California
$1.53M
BRWA
19
B. Riley Wealth Advisors
Florida
$1.47M +$1.27M +42,948 +609%
RJA
20
Raymond James & Associates
Florida
$1.45M -$221K -7,482 -13%
CAN
21
Cetera Advisor Networks
California
$1.22M +$103K +3,490 +9%
KAS
22
Kestra Advisory Services
Texas
$1.19M +$295K +10,018 +33%
LAS
23
Lloyd Advisory Services
Georgia
$1.07M -$2.24K -76 -0.2%
SPC
24
Sigma Planning Corp
Michigan
$1.05M +$740K +25,100 +235%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.05M -$2.76M -93,618 -72%

DAPR Hedge Fund Activity: Q4 2022 in Review

71 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF April (DAPR) for Q4 2022, worth a combined $165M — up 6% from $155M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DAPR positions and 6 closed out — a net gain of 14 holders — while 19 added to existing stakes and 18 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $4.95M. The largest seller was Texas Capital Bank Wealth Management Services, exiting entirely with an estimated $6.35M sold.

  • 71 institutional investors held FT Vest US Equity Deep Buffer ETF April (DAPR) as of Q4 2022, up from 59 in Q3 2022.
  • Funds reported $165M of FT Vest US Equity Deep Buffer ETF April stock for Q4 2022, up 6% quarter-over-quarter.
  • 20 funds opened new FT Vest US Equity Deep Buffer ETF April positions in Q4 2022 and 6 closed out, a net change of +14 holders.
  • The largest FT Vest US Equity Deep Buffer ETF April buyer in Q4 2022 was AE Wealth Management, an estimated $4.95M added.
  • The largest FT Vest US Equity Deep Buffer ETF April seller in Q4 2022 was Texas Capital Bank Wealth Management Services, an estimated $6.35M sold.

Based on aggregated 13F filings for Q4 2022.