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FT Vest US Equity Deep Buffer ETF December

64 hedge funds and large institutions have $153M invested in FT Vest US Equity Deep Buffer ETF December in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more capital invested

Capital invested by funds: $103M → $153M (+$50.1M)

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

10.7% more ownership

Funds ownership: 39.83%50.53% (+11%)

3% more funds holding

Funds holding: 6264 (+2)

17% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 23

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
19
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1M +$118K +3,747 +14%
KWA
27
KCS Wealth Advisory
California
$959K +$942K +29,976 New
Truist Financial
28
Truist Financial
North Carolina
$841K +$132K +4,208 +19%
IF
29
Integrity Financial
Wyoming
$833K +$96.2K +3,063 +13%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$783K +$20.1K +641 +3%
CFGS
31
Concourse Financial Group Securities
Alabama
$779K -$1.26M -40,091 -62%
CFCI
32
Comprehensive Financial Consultants Institutional
Indiana
$736K
SCA
33
Sage Capital Advisors
South Dakota
$594K +$24.7K +787 +4%
IP
34
Ignite Planners
California
$570K +$99.4K +3,164 +22%
SWP
35
Summit Wealth Partners
Florida
$479K -$80.1K -2,550 -15%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$462K
AAS
37
Ameritas Advisory Services
Nebraska
$459K -$22.8K -725 -5%
LWM
38
LJI Wealth Management
Indiana
$438K +$430K +13,700 New
Citadel Advisors
39
Citadel Advisors
Florida
$431K +$424K +13,483 New
SF
40
Synovus Financial
Georgia
$410K -$7.85K -250 -2%
SWP
41
Stratos Wealth Partners
Ohio
$367K +$360K +11,463 New
PCG
42
Prosperity Consulting Group
Maryland
$358K +$36K +1,146 +11%
SWA
43
SOA Wealth Advisors
New York
$346K -$314 -10 -0.1%
GSAM
44
Grant Street Asset Management
Pennsylvania
$322K -$19.9K -635 -6%
JP Morgan Chase
45
JP Morgan Chase
New York
$317K +$272K +8,671 +697%
RJA
46
Raymond James & Associates
Florida
$315K -$283K -8,996 -48%
OMC
47
Old Mission Capital
Illinois
$313K +$307K +9,783 New
SS
48
Sunbelt Securities
Texas
$312K -$11.8K -375 -4%
WIM
49
WealthPlan Investment Management
Nebraska
$276K -$9.77K -311 -3%
MCWS
50
McKinley Carter Wealth Services
West Virginia
$269K

DDEC Hedge Fund Activity: Q1 2023 in Review

64 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF December (DDEC) for Q1 2023, worth a combined $153M — up 49% from $103M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DDEC positions and 10 closed out — a net gain of 2 holders — while 19 added to existing stakes and 23 trimmed.

The largest buyer was Spinnaker Trust, opening a new position worth an estimated $57.2M. The largest seller was World Equity Group, exiting entirely with an estimated $5.09M sold.

  • 64 institutional investors held FT Vest US Equity Deep Buffer ETF December (DDEC) as of Q1 2023, up from 62 in Q4 2022.
  • Funds reported $153M of FT Vest US Equity Deep Buffer ETF December stock for Q1 2023, up 49% quarter-over-quarter.
  • 12 funds opened new FT Vest US Equity Deep Buffer ETF December positions in Q1 2023 and 10 closed out, a net change of +2 holders.
  • The largest FT Vest US Equity Deep Buffer ETF December buyer in Q1 2023 was Spinnaker Trust, an estimated $57.2M added.
  • The largest FT Vest US Equity Deep Buffer ETF December seller in Q1 2023 was World Equity Group, an estimated $5.09M sold.

Based on aggregated 13F filings for Q1 2023.