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FT Vest US Equity Deep Buffer ETF December

27 hedge funds and large institutions have $29.1M invested in FT Vest US Equity Deep Buffer ETF December in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

59% more funds holding

Funds holding: 1727 (+10)

18% more capital invested

Capital invested by funds: $24.6M → $29.1M (+$4.44M)

6.24% less ownership

Funds ownership: 45.13%38.89% (-6.2%)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

Holders
27
Holders Change
+10
Holders Change %
+58.82%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
4
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
1
WealthPLAN Partners
Nebraska
$5.06M -$41.7K -1,286 -0.8%
MA
2
Mutual Advisors
Nebraska
$5.03M +$4.97M +153,350 New
EFL
3
ERn Financial LLC
Wisconsin
$3.53M -$539K -16,629 -13%
AWA
4
Arkadios Wealth Advisors
Georgia
$2.13M +$2.11M +65,035 New
APA
5
American Portfolios Advisors
New York
$1.86M -$170K -5,240 -8%
MFG
6
Mission Financial Group
Nevada
$1.75M +$1.26M +38,859 New
HI
7
Harbour Investments
Wisconsin
$1.36M +$710K +21,893 +111%
SB
8
Strategic Blueprint
Georgia
$1.34M +$1.32M +40,753 New
IF
9
Integrity Financial
Wyoming
$1M +$992K +30,582 New
KAS
10
Kestra Advisory Services
Texas
$979K +$968K +29,850 New
FIA
11
Foundations Investment Advisors
Arizona
$709K -$424K -13,084 -38%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$644K +$637K +19,650 New
Osaic Holdings
13
Osaic Holdings
Arizona
$479K +$86K +2,652 +22%
CFCI
14
Comprehensive Financial Consultants Institutional
Indiana
$457K +$466K +14,374 New
SAM
15
Strategic Asset Management
Minnesota
$386K +$10.9K +335 +3%
SWA
16
SOA Wealth Advisors
New York
$357K +$353K +10,878 New
TCM
17
Triumph Capital Management
Colorado
$356K +$352K +10,857 New
SWP
18
Summit Wealth Partners
Florida
$344K +$340K +10,475 New
AWM
19
AE Wealth Management
Kansas
$288K +$32.4K +1,000 +13%
MCWS
20
McKinley Carter Wealth Services
West Virginia
$249K +$246K +7,600 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$228K +$225K +6,950 New
TFS
22
TrustCore Financial Services
Tennessee
$171K +$169K +5,200 New
IA
23
IFP Advisors
Florida
$137K +$135K +4,178 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$97K +$95.7K +2,950 New
CFGS
25
Concourse Financial Group Securities
Alabama
$52K -$39.4K -1,214 -43%

DDEC Hedge Fund Activity: Q4 2021 in Review

27 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF December (DDEC) for Q4 2021, worth a combined $29.1M — up 18% from $24.6M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DDEC positions and 5 closed out — a net gain of 11 holders — while 4 added to existing stakes and 6 trimmed.

The largest buyer was Mutual Advisors, opening a new position worth an estimated $4.97M. The largest seller was Atria Investments, exiting entirely with an estimated $3.53M sold.

  • 27 institutional investors held FT Vest US Equity Deep Buffer ETF December (DDEC) as of Q4 2021, up from 17 in Q3 2021.
  • Funds reported $29.1M of FT Vest US Equity Deep Buffer ETF December stock for Q4 2021, up 18% quarter-over-quarter.
  • 16 funds opened new FT Vest US Equity Deep Buffer ETF December positions in Q4 2021 and 5 closed out, a net change of +11 holders.
  • The largest FT Vest US Equity Deep Buffer ETF December buyer in Q4 2021 was Mutual Advisors, an estimated $4.97M added.
  • The largest FT Vest US Equity Deep Buffer ETF December seller in Q4 2021 was Atria Investments, an estimated $3.53M sold.

Based on aggregated 13F filings for Q4 2021.