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FT Vest US Equity Deep Buffer ETF August

88 hedge funds and large institutions have $316M invested in FT Vest US Equity Deep Buffer ETF August in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

55% more capital invested

Capital invested by funds: $204M → $316M (+$112M)

4.29% more ownership

Funds ownership: 63.11%67.4% (+4.3%)

4% more funds holding

Funds holding: 8588 (+3)

3% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 29

Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
1.4%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
13
Increased
30
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$2.18M -$1.52M -48,014 -41%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$2.15M -$4.58M -144,739 -68%
CW
28
CreativeOne Wealth
Kansas
$2.12M +$2.09M +65,953 New
BRWA
29
B. Riley Wealth Advisors
Florida
$2.03M +$376K +11,865 +23%
MA
30
Mutual Advisors
Nebraska
$1.92M -$145K -4,578 -7%
RJA
31
Raymond James & Associates
Florida
$1.71M +$1.43M +45,263 +558%
CA
32
Cetera Advisors
Colorado
$1.62M +$151K +4,776 +10%
IP
33
Ignite Planners
California
$1.54M +$1.15M +36,196 +310%
CP
34
Camelot Portfolios
Ohio
$1.54M -$22K -695 -1%
OMC
35
Old Mission Capital
Illinois
$1.5M +$1.23M +38,863 +502%
SCA
36
Sage Capital Advisors
South Dakota
$1.42M +$805K +25,422 +135%
NA
37
NewEdge Advisors
Louisiana
$1.39M +$383K +12,077 +38%
TC
38
TownSquare Capital
Utah
$1.25M +$1.24M +39,053 New
HI
39
Harbour Investments
Wisconsin
$1.09M -$71.3K -2,250 -6%
TWM
40
TriaGen Wealth Management
California
$1.05M +$142K +4,468 +16%
AAS
41
Ameritas Advisory Services
Nebraska
$1.04M -$211K -6,663 -17%
CFGS
42
Concourse Financial Group Securities
Alabama
$1.03M +$980K +30,948 +2,543%
SAG
43
SageView Advisory Group
California
$891K +$118K +3,718 +15%
AAS
44
Avantax Advisory Services
Texas
$808K +$263K +8,317 +49%
AWS
45
Atria Wealth Solutions
New York
$805K
IAN
46
Integrated Advisors Network
Texas
$802K -$43.4K -1,371 -5%
WP
47
WealthSource Partners
California
$737K -$10.5K -330 -1%
KPWS
48
Kestra Private Wealth Services
Texas
$664K +$389K +12,294 +147%
SB
49
Strategic Blueprint
Georgia
$634K -$6.81K -215 -1%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$613K

DAUG Hedge Fund Activity: Q1 2023 in Review

88 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF August (DAUG) for Q1 2023, worth a combined $316M — up 55% from $204M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DAUG positions and 8 closed out — a net gain of 5 holders — while 30 added to existing stakes and 29 trimmed.

The largest buyer was Advance Capital Management, opening a new position worth an estimated $54.2M. The largest seller was Envestnet Asset Management, cutting an estimated $14.2M.

  • 88 institutional investors held FT Vest US Equity Deep Buffer ETF August (DAUG) as of Q1 2023, up from 85 in Q4 2022.
  • Funds reported $316M of FT Vest US Equity Deep Buffer ETF August stock for Q1 2023, up 55% quarter-over-quarter.
  • 13 funds opened new FT Vest US Equity Deep Buffer ETF August positions in Q1 2023 and 8 closed out, a net change of +5 holders.
  • The largest FT Vest US Equity Deep Buffer ETF August buyer in Q1 2023 was Advance Capital Management, an estimated $54.2M added.
  • The largest FT Vest US Equity Deep Buffer ETF August seller in Q1 2023 was Envestnet Asset Management, an estimated $14.2M sold.

Based on aggregated 13F filings for Q1 2023.