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FT Vest US Equity Deep Buffer ETF December

19 hedge funds and large institutions have $29.7M invested in FT Vest US Equity Deep Buffer ETF December in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 1

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

73% more funds holding

Funds holding: 1119 (+8)

65% more capital invested

Capital invested by funds: $18M → $29.7M (+$11.6M)

120.92% less ownership

Funds ownership: 168.2%47.28% (-121%)

Holders
19
Holders Change
+8
Holders Change %
+72.73%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
8
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
1
WealthPLAN Partners
Nebraska
$14.9M +$1.27M +41,471 +10%
EFL
2
ERn Financial LLC
Wisconsin
$4.15M +$4.09M +133,073 New
APA
3
American Portfolios Advisors
New York
$1.99M +$853K +27,763 +77%
HI
4
Harbour Investments
Wisconsin
$1.75M +$1.72M +56,071 New
FIA
5
Foundations Investment Advisors
Arizona
$1.57M +$1.54M +49,999 New
T
6
TRUADVICE
Florida
$1.13M +$27.9K +907 +3%
OMC
7
Old Mission Capital
Illinois
$917K +$168K +5,462 +23%
Citadel Advisors
8
Citadel Advisors
Florida
$827K +$595K +19,363 +270%
Wolverine Trading
9
Wolverine Trading
Illinois
$642K +$635K +20,671 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$405K +$174K +5,662 +77%
Osaic Holdings
11
Osaic Holdings
Arizona
$372K +$276K +8,983 +303%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$290K -$402K -13,097 -58%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$227K +$224K +7,282 New
AWM
14
AE Wealth Management
Kansas
$214K +$211K +6,877 New
PFGIA
15
Patriot Financial Group Insurance Agency
Massachusetts
$166K +$163K +5,318 New
CFGS
16
Concourse Financial Group Securities
Alabama
$99K +$74K +2,408 +316%
GEA
17
Glen Eagle Advisors
New Jersey
$25.7K +$25.3K +825 New
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$6K +$5.44K +177 New
UBS Group
19
UBS Group
Switzerland
$1K +$1.2K +39 New
KAS
20
Kestra Advisory Services
Texas
-$671K -22,060 Closed
CAAS
21
Capital Asset Advisory Services
Michigan
-$10K -335 Closed

DDEC Hedge Fund Activity: Q1 2021 in Review

19 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF December (DDEC) for Q1 2021, worth a combined $29.7M — up 65% from $18M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DDEC positions and 2 closed out — a net gain of 8 holders — while 8 added to existing stakes and 1 trimmed.

The largest buyer was ERn Financial LLC, opening a new position worth an estimated $4.09M. The largest seller was Kestra Advisory Services, exiting entirely with an estimated $671K sold.

  • 19 institutional investors held FT Vest US Equity Deep Buffer ETF December (DDEC) as of Q1 2021, up from 11 in Q4 2020.
  • Funds reported $29.7M of FT Vest US Equity Deep Buffer ETF December stock for Q1 2021, up 65% quarter-over-quarter.
  • 10 funds opened new FT Vest US Equity Deep Buffer ETF December positions in Q1 2021 and 2 closed out, a net change of +8 holders.
  • The largest FT Vest US Equity Deep Buffer ETF December buyer in Q1 2021 was ERn Financial LLC, an estimated $4.09M added.
  • The largest FT Vest US Equity Deep Buffer ETF December seller in Q1 2021 was Kestra Advisory Services, an estimated $671K sold.

Based on aggregated 13F filings for Q1 2021.