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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
ST
1
Spinnaker Trust
Maine
$58.3M +$57.2M +1,821,461 New
OC
2
Oppenheimer & Co
New York
$9.8M +$9.63M +306,411 New
CA
3
Cetera Advisors
Colorado
$9.28M -$319K -10,143 -3%
MA
4
Mutual Advisors
Nebraska
$8.91M -$26.2K -835 -0.3%
TC
5
TownSquare Capital
Utah
$8.47M -$2.42M -77,004 -23%
SPC
6
Sigma Planning Corp
Michigan
$5.31M -$8.17K -260 -0.2%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.72M +$338K +10,770 +10%
HI
8
Harbour Investments
Wisconsin
$3.13M +$644K +20,486 +27%
KAS
9
Kestra Advisory Services
Texas
$3.06M -$665K -21,174 -18%
SB
10
Strategic Blueprint
Georgia
$2.85M +$338K +10,775 +14%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.8M -$790K -25,155 -22%
CAN
12
Cetera Advisor Networks
California
$2.7M +$427K +13,577 +19%
GRP
13
Global Retirement Partners
California
$2.17M -$734K -23,373 -26%
ACA
14
Aptus Capital Advisors
Alabama
$2.09M
GWANC
15
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.09M
CW
16
CreativeOne Wealth
Kansas
$2.04M +$20K +638 +1%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.84M +$1.8M +57,386 New
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$1.57M +$365K +11,610 +31%
AWM
19
AE Wealth Management
Kansas
$1.49M -$27.5K -874 -2%
AAS
20
Avantax Advisory Services
Texas
$1.37M +$245K +7,795 +22%
NA
21
NewEdge Advisors
Louisiana
$1.23M +$442K +14,085 +58%
IA
22
IFP Advisors
Florida
$1.18M -$757K -24,092 -38%
SFWA
23
Summit Financial Wealth Advisors
Louisiana
$1.14M
TLA
24
Tanglewood Legacy Advisors
Texas
$1.02M
GEA
25
Glen Eagle Advisors
New Jersey
$1.01M -$23.6K -750 -2%

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.