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FT Vest US Equity Deep Buffer ETF August

88 hedge funds and large institutions have $201M invested in FT Vest US Equity Deep Buffer ETF August in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $198M → $201M (+$2.61M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.02% less ownership

Funds ownership: 62.06%62.03% (-0.02%)

4% less funds holding

Funds holding: 9288 (-4)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

53% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 38

Holders
88
Holders Change
-4
Holders Change %
-4.35%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
18
Reduced
38
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
76
Blue Trust Inc
Georgia
$160K +$157K +4,336 New
SOS
77
Silver Oak Securities
Tennessee
$142K -$115K -3,179 -45%
AA
78
AlphaMark Advisors
Kentucky
$107K -$42.7K -1,180 -29%
UBS Group
79
UBS Group
Switzerland
$68.4K +$35.7K +987 +115%
LFG
80
Larson Financial Group
Missouri
$55.8K -$10.1K -278 -16%
CIAS
81
Capital Investment Advisory Services
North Carolina
$52.7K +$25.3K +700 +97%
MIM
82
MTM Investment Management
South Carolina
$37K
CA
83
CoreCap Advisors
Michigan
$36K +$35.3K +974 New
AF
84
Advisornet Financial
Minnesota
$24.1K
DFA
85
DHJJ Financial Advisors
Illinois
$12.9K
BBPWM
86
Blue Bell Private Wealth Management
Pennsylvania
$7.96K
PS
87
Principal Securities
Iowa
$7.73K +$688 +19 +10%
CAM
88
Creekmur Asset Management
Illinois
$296
SAG
89
SageView Advisory Group
California
-$7.65K -275,553 Closed
OMC
90
Old Mission Capital
Illinois
-$1.51M -42,653 Closed
TWM
91
TriaGen Wealth Management
California
-$1.07M -30,290 Closed
IFS
92
Ifrah Financial Services
Arkansas
-$625K -17,643 Closed
MWM
93
Meridian Wealth Management
Kentucky
-$329K -9,295 Closed
RA
94
RFG Advisory
Alabama
-$297K -8,390 Closed
JIP
95
Jaffetilchin Investment Partners
Florida
-$253K -7,144 Closed
CA
96
Cambridge Advisors
Nebraska
-$213K -6,000 Closed
LAM
97
Lifestyle Asset Management
Texas
-$204K -5,757 Closed
Wells Fargo
98
Wells Fargo
California
-$17.7K -500 Closed
ASN
99
Advisory Services Network
Georgia
-$8.86K -250 Closed
IPW
100
Impact Partnership Wealth
Georgia
-$2.41K -68 Closed

DAUG Hedge Fund Activity: Q1 2024 in Review

88 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF August (DAUG) for Q1 2024, worth a combined $201M — up 1.3% from $198M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of DAUG and 8 opened new positions — a net loss of 4 holders — while 38 trimmed existing stakes and 18 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $14.6M. The largest seller was Janney Montgomery Scott, cutting an estimated $4.62M.

  • 88 institutional investors held FT Vest US Equity Deep Buffer ETF August (DAUG) as of Q1 2024, down from 92 in Q4 2023.
  • Funds reported $201M of FT Vest US Equity Deep Buffer ETF August stock for Q1 2024, up 1.3% quarter-over-quarter.
  • 8 funds opened new FT Vest US Equity Deep Buffer ETF August positions in Q1 2024 and 12 closed out, a net change of -4 holders.
  • The largest FT Vest US Equity Deep Buffer ETF August buyer in Q1 2024 was Cetera Investment Advisers, an estimated $14.6M added.
  • The largest FT Vest US Equity Deep Buffer ETF August seller in Q1 2024 was Janney Montgomery Scott, an estimated $4.62M sold.

Based on aggregated 13F filings for Q1 2024.