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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
AWM
76
Avior Wealth Management
Nebraska
$69.1K +$68.1K +2,151 New
CIAS
77
Capital Investment Advisory Services
North Carolina
$64.2K
EWM
78
EPG Wealth Management
Georgia
$64.2K
LFG
79
Larson Financial Group
Missouri
$56.7K +$12.5K +396 +29%
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$40.5K +$26.5M +837,776 +198%
MIM
81
MTM Investment Management
South Carolina
$32.1K
JP Morgan Chase
82
JP Morgan Chase
New York
$27.3K +$2.5K +79 +10%
AF
83
Advisornet Financial
Minnesota
$24.1K -$1.58K -50 -6%
AA
84
AlphaMark Advisors
Kentucky
$20K -$15.8K -500 -44%
Wells Fargo
85
Wells Fargo
California
$19.8K +$19.5K +615 New
ASN
86
Advisory Services Network
Georgia
$8.03K
HWA
87
HHM Wealth Advisors
Tennessee
$7.39K
GI
88
Gradient Investments
Minnesota
$5.46K +$5.38K +170 New
SG
89
StoneX Group
New York
-$896K -28,805 Closed
SPC
90
Sigma Planning Corp
Michigan
-$542K -17,403 Closed
LMKC
91
L.M. Kohn & Company
Ohio
-$221K -7,102 Closed
AIC
92
Archer Investment Corporation
Indiana
-$52.5K -1,687 Closed
MCC
93
Money Concepts Capital
Florida
-$51.1K -1,643 Closed
AWM
94
Accurate Wealth Management
Florida
-$6.27K -200 Closed
CSPIA
95
Cary Street Partners Investment Advisory
Virginia
-$5.07K -163 Closed
ADL
96
Asset Dedication LLC
California
-$3K -116 Closed

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.