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FT Vest US Equity Deep Buffer ETF August

97 hedge funds and large institutions have $152M invested in FT Vest US Equity Deep Buffer ETF August in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

31% more capital invested

Capital invested by funds: $116M → $152M (+$36.2M)

29% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 24

11% more funds holding

Funds holding: 8797 (+10)

4.26% more ownership

Funds ownership: 42.15%46.42% (+4.3%)

Holders
97
Holders Change
+10
Holders Change %
+11.49%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
31
Reduced
24
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$18.9M -$4.02K -105 -0%
Osaic Holdings
2
Osaic Holdings
Arizona
$7.92M +$2.17M +56,852 +39%
FWM
3
Foguth Wealth Management
Michigan
$7.68M +$2.66M +69,463 +55%
SAW
4
Signal Advisors Wealth
Michigan
$7.68M +$7.21M +188,393 +2,421%
PWP
5
Precedent Wealth Partners
Texas
$6.37M +$6.22M +162,700 New
MWM
6
MinichMacGregor Wealth Management
New York
$6.33M +$83.5K +2,183 +1%
HFM
7
Hartford Financial Management
Connecticut
$6.13M -$101K -2,651 -2%
RFG
8
REAP Financial Group
Texas
$5.98M +$1.47M +38,497 +34%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$5.89M -$872K -22,801 -13%
PCG
10
Prosperity Consulting Group
Maryland
$5.23M -$68K -1,778 -1%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$5.2M +$482K +12,612 +10%
MW
12
Maia Wealth
Colorado
$4.98M +$4.87M +127,276 New
LPL Financial
13
LPL Financial
California
$4.13M -$126K -3,306 -3%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$3.91M +$1.43M +37,412 +60%
AWM
15
AE Wealth Management
Kansas
$3.74M -$269K -7,040 -7%
KAS
16
Kestra Advisory Services
Texas
$3.01M -$232K -6,061 -7%
Mariner
17
Mariner
Kansas
$2.75M +$9.56K +250 +0.4%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$2.64M +$1.22M +31,971 +90%
1SB
19
1ST Source Bank
Indiana
$2.51M +$2.46M +64,188 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.37M +$223K +5,825 +11%
VA
21
Valmark Advisers
Ohio
$1.94M +$1.9M +49,623 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.88M +$403K +10,532 +28%
SWM
23
Spire Wealth Management
Virginia
$1.64M +$573K +14,968 +56%
IP
24
Ignite Planners
California
$1.61M +$12.4K +325 +0.8%
AAS
25
Ameritas Advisory Services
Nebraska
$1.44M +$463K +12,115 +49%

DAUG Hedge Fund Activity: Q3 2024 in Review

97 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF August (DAUG) for Q3 2024, worth a combined $152M — up 31% from $116M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DAUG positions and 14 closed out — a net gain of 10 holders — while 31 added to existing stakes and 24 trimmed.

The largest buyer was Signal Advisors Wealth, adding an estimated $7.21M. The largest seller was Kingsview Wealth Management, exiting entirely with an estimated $3.11M sold.

  • 97 institutional investors held FT Vest US Equity Deep Buffer ETF August (DAUG) as of Q3 2024, up from 87 in Q2 2024.
  • Funds reported $152M of FT Vest US Equity Deep Buffer ETF August stock for Q3 2024, up 31% quarter-over-quarter.
  • 24 funds opened new FT Vest US Equity Deep Buffer ETF August positions in Q3 2024 and 14 closed out, a net change of +10 holders.
  • The largest FT Vest US Equity Deep Buffer ETF August buyer in Q3 2024 was Signal Advisors Wealth, an estimated $7.21M added.
  • The largest FT Vest US Equity Deep Buffer ETF August seller in Q3 2024 was Kingsview Wealth Management, an estimated $3.11M sold.

Based on aggregated 13F filings for Q3 2024.