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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
MCWS
76
McKinley Carter Wealth Services
West Virginia
$207K +$198K +6,080 New
OWA
77
Octavia Wealth Advisors
Ohio
$207K +$198K +6,080 New
MFGM
78
Marshall Financial Group (Maryland)
Maryland
$205K +$196K +6,026 New
SWM
79
Spire Wealth Management
Virginia
$199K -$41.9K -1,286 -18%
TLA
80
Tanglewood Legacy Advisors
Texas
$186K +$37.1K +1,140 +26%
UBS Group
81
UBS Group
Switzerland
$149K +$143K +4,385 New
CIAS
82
Capital Investment Advisory Services
North Carolina
$68.1K
EWM
83
EPG Wealth Management
Georgia
$68.1K
LFG
84
Larson Financial Group
Missouri
$60.4K +$293 +9 +0.5%
GM
85
GeoWealth Management
Illinois
$51K +$48.8K +1,500 New
MIM
86
MTM Investment Management
South Carolina
$34K
AF
87
Advisornet Financial
Minnesota
$22.1K -$3.25K -100 -13%
Wells Fargo
88
Wells Fargo
California
$20.9K
PIAS
89
PCA Investment Advisory Services
Ohio
$20.4K +$19.5K +600 New
AWM
90
Avior Wealth Management
Nebraska
$13.6K -$57K -1,751 -81%
HWA
91
HHM Wealth Advisors
Tennessee
$7.83K
WI
92
Wintrust Investments
Illinois
-$2.19M -68,166 Closed
WP
93
WealthSource Partners
California
-$737K -22,940 Closed
WP
94
WealthPLAN Partners
Nebraska
-$577K -17,953 Closed
LNC
95
Lincoln National Corp
Pennsylvania
-$281K -8,750 Closed
TSS
96
Two Sigma Securities
New York
-$205K -6,381 Closed
CF
97
Centaurus Financial
California
-$162K -5,050 Closed
WIM
98
WealthPlan Investment Management
Nebraska
-$99.8K -3,109 Closed
ASN
99
Advisory Services Network
Georgia
-$8.03K -250 Closed
GI
100
Gradient Investments
Minnesota
-$5.46K -170 Closed

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.