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FT Vest US Equity Deep Buffer ETF August

91 hedge funds and large institutions have $288M invested in FT Vest US Equity Deep Buffer ETF August in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

3% more funds holding

Funds holding: 8891 (+3)

9% less capital invested

Capital invested by funds: $316M → $288M (-$27.9M)

13.06% less ownership

Funds ownership: 67.4%54.34% (-13%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

33% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 39

Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
1.43%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
13
Increased
26
Reduced
39
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$584K +$531K +16,298 +1,917%
CWS
52
Cypress Wealth Services
California
$571K
SB
53
Strategic Blueprint
Georgia
$569K -$98.4K -3,023 -15%
BRWA
54
B. Riley Wealth Advisors
Florida
$549K -$1.53M -47,015 -74%
AAS
55
Ameritas Advisory Services
Nebraska
$545K -$525K -16,123 -50%
SS
56
Sunbelt Securities
Texas
$523K -$14.2K -435 -3%
IFS
57
Ifrah Financial Services
Arkansas
$481K +$8.37K +257 +2%
ACMA
58
Arbor Capital Management (Alaska)
Alaska
$447K -$5.04K -155 -1%
MML Investors Services
59
MML Investors Services
Massachusetts
$371K +$355K +10,893 New
IF
60
Integrity Financial
Wyoming
$355K +$74.1K +2,276 +28%
MWM
61
Meridian Wealth Management
Kentucky
$348K -$29.8K -915 -8%
JIP
62
Jaffetilchin Investment Partners
Florida
$343K -$189K -5,808 -37%
OIA
63
OneDigital Investment Advisors
Kansas
$334K
LAM
64
Lifestyle Asset Management
Texas
$324K +$310K +9,509 New
HF
65
HRT Financial
New York
$285K +$273K +8,386 New
FPWM
66
FSB Premier Wealth Management
Iowa
$284K -$108K -3,317 -28%
WFA
67
WMG Financial Advisors
Tennessee
$283K
DIM
68
Delta Investment Management
California
$280K
SFWA
69
Summit Financial Wealth Advisors
Louisiana
$267K -$44.7M -1,374,388 -99%
SC
70
Schubert & Co
Texas
$265K
SOS
71
Silver Oak Securities
Tennessee
$264K
IFG
72
Independent Financial Group
California
$262K +$28K +860 +13%
WS
73
Wedbush Securities
California
$243K
AA
74
AlphaMark Advisors
Kentucky
$238K +$207K +6,350 +1,008%
CA
75
Cambridge Advisors
Nebraska
$208K +$199K +6,125 New

DAUG Hedge Fund Activity: Q2 2023 in Review

91 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF August (DAUG) for Q2 2023, worth a combined $288M — down 8.8% from $316M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DAUG positions and 9 closed out — a net gain of 4 holders — while 26 added to existing stakes and 39 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $7.52M. The largest seller was Advance Capital Management, cutting an estimated $53M.

  • 91 institutional investors held FT Vest US Equity Deep Buffer ETF August (DAUG) as of Q2 2023, up from 88 in Q1 2023.
  • Funds reported $288M of FT Vest US Equity Deep Buffer ETF August stock for Q2 2023, down 8.8% quarter-over-quarter.
  • 13 funds opened new FT Vest US Equity Deep Buffer ETF August positions in Q2 2023 and 9 closed out, a net change of +4 holders.
  • The largest FT Vest US Equity Deep Buffer ETF August buyer in Q2 2023 was AE Wealth Management, an estimated $7.52M added.
  • The largest FT Vest US Equity Deep Buffer ETF August seller in Q2 2023 was Advance Capital Management, an estimated $53M sold.

Based on aggregated 13F filings for Q2 2023.