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FT Vest US Equity Deep Buffer ETF December

48 hedge funds and large institutions have $103M invested in FT Vest US Equity Deep Buffer ETF December in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 14

20% more capital invested

Capital invested by funds: $85.6M → $103M (+$17.3M)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

2% less funds holding

Funds holding: 4948 (-1)

7.29% less ownership

Funds ownership: 47.61%40.31% (-7.3%)

Holders
48
Holders Change
-1
Holders Change %
-2.04%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
22
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$18.2M +$12.4M +407,677 +204%
TC
2
TownSquare Capital
Utah
$10.6M +$2.4M +78,753 +29%
CA
3
Cetera Advisors
Colorado
$8.45M -$113K -3,714 -1%
MA
4
Mutual Advisors
Nebraska
$7.26M -$124K -4,063 -2%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$6.32M -$163K -5,342 -2%
WEG
6
World Equity Group
Illinois
$5.31M +$5.4M +177,235 New
KAS
7
Kestra Advisory Services
Texas
$4.54M +$1.36M +44,535 +42%
BCM
8
Brookstone Capital Management
Illinois
$3.99M -$463K -15,203 -10%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.58M +$151K +4,962 +4%
GRP
10
Global Retirement Partners
California
$2.9M +$1.44M +47,155 +98%
APA
11
American Portfolios Advisors
New York
$2.65M -$217K -7,103 -7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.23M +$500K +16,414 +28%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.22M +$544K +17,863 +32%
SFWA
14
Summit Financial Wealth Advisors
Louisiana
$2M
IA
15
IFP Advisors
Florida
$1.93M +$161K +5,268 +9%
CW
16
CreativeOne Wealth
Kansas
$1.73M +$1.76M +57,814 New
SB
17
Strategic Blueprint
Georgia
$1.48M -$140K -4,591 -8%
HI
18
Harbour Investments
Wisconsin
$1.39M
WIM
19
WealthPlan Investment Management
Nebraska
$1.23M +$1.23M +40,401 New
KWS
20
Keystone Wealth Services
California
$1.04M -$106K -3,490 -9%
SG
21
StoneX Group
New York
$1.04M +$124K +4,068 +13%
GEA
22
Glen Eagle Advisors
New Jersey
$997K -$340K -11,146 -25%
IF
23
Integrity Financial
Wyoming
$897K
CFGS
24
Concourse Financial Group Securities
Alabama
$842K +$33.4K +1,095 +4%
GM
25
GeoWealth Management
Illinois
$746K +$759K +24,903 New

DDEC Hedge Fund Activity: Q3 2022 in Review

48 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF December (DDEC) for Q3 2022, worth a combined $103M — up 20% from $85.6M a quarter earlier.

Fund positioning in DDEC was balanced in Q3 2022: 6 funds opened new positions, 6 closed out, 22 added to existing stakes and 14 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $12.4M. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $7.28M sold.

  • 48 institutional investors held FT Vest US Equity Deep Buffer ETF December (DDEC) as of Q3 2022, down from 49 in Q2 2022.
  • Funds reported $103M of FT Vest US Equity Deep Buffer ETF December stock for Q3 2022, up 20% quarter-over-quarter.
  • 6 funds opened new FT Vest US Equity Deep Buffer ETF December positions in Q3 2022 and 6 closed out, a net change of 0 holders.
  • The largest FT Vest US Equity Deep Buffer ETF December buyer in Q3 2022 was Commonwealth Equity Services, an estimated $12.4M added.
  • The largest FT Vest US Equity Deep Buffer ETF December seller in Q3 2022 was Janney Montgomery Scott, an estimated $7.28M sold.

Based on aggregated 13F filings for Q3 2022.