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FT Vest US Equity Deep Buffer ETF April

66 hedge funds and large institutions have $76.5M invested in FT Vest US Equity Deep Buffer ETF April in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

1% less funds holding

Funds holding: 6766 (-1)

9.25% less ownership

Funds ownership: 45.46%36.2% (-9.3%)

26% less capital invested

Capital invested by funds: $104M → $76.5M (-$27.5M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

68% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 34

Holders
66
Holders Change
-1
Holders Change %
-1.49%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
7
Increased
11
Reduced
34
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$7.83M -$4.21M -134,970 -36%
HFM
2
Hartford Financial Management
Connecticut
$7.73M +$223K +7,157 +3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.71M -$7.32M -234,992 -53%
MA
4
Mutual Advisors
Nebraska
$5.93M -$2.99M -95,811 -34%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.65M +$452K +14,503 +9%
AWS
6
Atria Wealth Solutions
New York
$4.29M +$234K +7,515 +6%
TLA
7
Tanglewood Legacy Advisors
Texas
$4.2M
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$2.51M -$5.7K -183 -0.2%
CFCI
9
Comprehensive Financial Consultants Institutional
Indiana
$2.32M -$40.8K -1,311 -2%
OAJ
10
Ogorek Anthony Joseph
New York
$2.25M -$1.65M -53,062 -43%
HI
11
Harbour Investments
Wisconsin
$2.03M -$23.6K -758 -1%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.88M +$897K +28,801 +98%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$1.36M +$178K +5,715 +16%
CFGS
14
Concourse Financial Group Securities
Alabama
$1.3M -$188K -6,029 -13%
CAN
15
Cetera Advisor Networks
California
$1.24M -$276K -8,865 -19%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.12M -$44.9K -1,440 -4%
SWP
17
Stratos Wealth Partners
Ohio
$1.07M -$5.08K -163 -0.5%
AWM
18
AE Wealth Management
Kansas
$991K -$4.72M -151,409 -83%
RJA
19
Raymond James & Associates
Florida
$920K +$23.9K +768 +3%
LPL Financial
20
LPL Financial
California
$913K -$54.8K -1,760 -6%
CW
21
CreativeOne Wealth
Kansas
$902K -$1.61M -51,673 -65%
CF
22
Centaurus Financial
California
$812K -$53.1K -1,704 -6%
RFG
23
REAP Financial Group
Texas
$764K +$735K +23,606 New
MML Investors Services
24
MML Investors Services
Massachusetts
$734K +$76.1K +2,443 +12%
KAS
25
Kestra Advisory Services
Texas
$583K -$50.8K -1,631 -8%

DAPR Hedge Fund Activity: Q4 2023 in Review

66 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF April (DAPR) for Q4 2023, worth a combined $76.5M — down 26% from $104M a quarter earlier.

Fund positioning in DAPR was balanced in Q4 2023: 7 funds opened new positions, 7 closed out, 11 added to existing stakes and 34 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $897K. The largest seller was Commonwealth Equity Services, cutting an estimated $7.32M.

  • 66 institutional investors held FT Vest US Equity Deep Buffer ETF April (DAPR) as of Q4 2023, down from 67 in Q3 2023.
  • Funds reported $76.5M of FT Vest US Equity Deep Buffer ETF April stock for Q4 2023, down 26% quarter-over-quarter.
  • 7 funds opened new FT Vest US Equity Deep Buffer ETF April positions in Q4 2023 and 7 closed out, a net change of 0 holders.
  • The largest FT Vest US Equity Deep Buffer ETF April buyer in Q4 2023 was Susquehanna International Group, an estimated $897K added.
  • The largest FT Vest US Equity Deep Buffer ETF April seller in Q4 2023 was Commonwealth Equity Services, an estimated $7.32M sold.

Based on aggregated 13F filings for Q4 2023.