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FT Vest US Equity Deep Buffer ETF April

67 hedge funds and large institutions have $82.8M invested in FT Vest US Equity Deep Buffer ETF April in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 32 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

5% more funds holding

Funds holding: 6467 (+3)

0% more capital invested

Capital invested by funds: $82.5M → $82.8M (+$355K)

0.64% less ownership

Funds ownership: 35.04%34.4% (-0.64%)

56% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 32

Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
32
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$8.52M -$279K -7,823 -3%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$6.9M -$52.2K -1,462 -0.8%
MA
3
Mutual Advisors
Nebraska
$5.56M -$479K -13,400 -8%
Osaic Holdings
4
Osaic Holdings
Arizona
$5.18M -$533K -14,920 -10%
HFM
5
Hartford Financial Management
Connecticut
$5.05M -$116K -3,251 -2%
AWS
6
Atria Wealth Solutions
New York
$4.27M -$208K -5,809 -5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$3.79M +$128K +3,585 +4%
TLA
8
Tanglewood Legacy Advisors
Texas
$3.51M -$63.2K -1,770 -2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.88M -$177K -4,947 -6%
LC
10
LCNB Corp
Ohio
$2.3M -$13.9K -388 -0.6%
OAJ
11
Ogorek Anthony Joseph
New York
$2.06M -$114K -3,191 -5%
AWM
12
AE Wealth Management
Kansas
$2.01M -$75.2K -2,105 -4%
HI
13
Harbour Investments
Wisconsin
$1.84M -$598K -16,736 -25%
CFS
14
Commonwealth Financial Services
West Virginia
$1.81M +$611K +17,103 +52%
KAS
15
Kestra Advisory Services
Texas
$1.69M -$89K -2,492 -5%
LPL Financial
16
LPL Financial
California
$1.66M -$10.6K -297 -0.6%
CCFM
17
Clear Creek Financial Management
Washington
$1.48M +$24.4K +682 +2%
RFG
18
REAP Financial Group
Texas
$1.21M -$49.1K -1,374 -4%
SWP
19
Stratos Wealth Partners
Ohio
$1.19M -$5.36K -150 -0.5%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.19M -$121K -3,387 -9%
OMC
21
Old Mission Capital
Illinois
$1.15M +$465K +13,024 +71%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$1.1M +$5.5K +154 +0.5%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$955K -$243K -6,799 -21%
BTWM
24
Brass Tax Wealth Management
Ohio
$951K
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$937K -$12.4K -346 -1%

DAPR Hedge Fund Activity: Q3 2024 in Review

67 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF April (DAPR) for Q3 2024, worth a combined $82.8M — up 0.43% from $82.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DAPR positions and 3 closed out — a net gain of 3 holders — while 14 added to existing stakes and 32 trimmed.

The largest buyer was Commonwealth Financial Services, adding an estimated $611K. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $997K sold.

  • 67 institutional investors held FT Vest US Equity Deep Buffer ETF April (DAPR) as of Q3 2024, up from 64 in Q2 2024.
  • Funds reported $82.8M of FT Vest US Equity Deep Buffer ETF April stock for Q3 2024, up 0.43% quarter-over-quarter.
  • 6 funds opened new FT Vest US Equity Deep Buffer ETF April positions in Q3 2024 and 3 closed out, a net change of +3 holders.
  • The largest FT Vest US Equity Deep Buffer ETF April buyer in Q3 2024 was Commonwealth Financial Services, an estimated $611K added.
  • The largest FT Vest US Equity Deep Buffer ETF April seller in Q3 2024 was Janney Montgomery Scott, an estimated $997K sold.

Based on aggregated 13F filings for Q3 2024.