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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
AWM
1
AE Wealth Management
Kansas
$26.9M +$3.43M +115,726 +15%
Osaic Holdings
2
Osaic Holdings
Arizona
$15.4M -$3.49M -117,536 -18%
MA
3
Mutual Advisors
Nebraska
$9.4M -$804K -27,100 -8%
HFM
4
Hartford Financial Management
Connecticut
$6.39M -$295K -9,959 -4%
CAN
5
Cetera Advisor Networks
California
$4.78M +$3.56M +119,858 +291%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$4.62M -$668K -22,535 -13%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.56M -$1.44M -48,560 -24%
BCM
8
Brookstone Capital Management
Illinois
$4.03M +$4.04M +136,210 New
TLA
9
Tanglewood Legacy Advisors
Texas
$3.76M -$19.5K -657 -0.5%
OAJ
10
Ogorek Anthony Joseph
New York
$3.69M
AWS
11
Atria Wealth Solutions
New York
$3.67M -$15.8K -534 -0.4%
AWA
12
Arkadios Wealth Advisors
Georgia
$3.49M -$661K -22,285 -16%
CSPIA
13
Cary Street Partners Investment Advisory
Virginia
$3.39M +$3.39M +114,335 New
SW
14
SMART Wealth
Nebraska
$3.29M -$420K -14,152 -11%
SB
15
Strategic Blueprint
Georgia
$2.99M +$2.5M +84,279 +506%
CFCI
16
Comprehensive Financial Consultants Institutional
Indiana
$2.6M -$56.8K -1,914 -2%
BRWA
17
B. Riley Wealth Advisors
Florida
$1.94M +$459K +15,487 +31%
HI
18
Harbour Investments
Wisconsin
$1.81M
CWS
19
Cypress Wealth Services
California
$1.54M
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.5M +$1.5M +50,440 New
NFG
21
Nations Financial Group
Iowa
$1.5M -$585K -19,713 -28%
CFGS
22
Concourse Financial Group Securities
Alabama
$1.43M +$882K +29,744 +161%
IP
23
Ignite Planners
California
$1.26M +$1.26M +42,463 New
NA
24
NewEdge Advisors
Louisiana
$1.25M +$241K +8,126 +24%
KWS
25
Keystone Wealth Services
California
$910K -$905K -30,500 -50%

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.