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FT Vest US Equity Deep Buffer ETF December

57 hedge funds and large institutions have $141M invested in FT Vest US Equity Deep Buffer ETF December in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% more ownership

Funds ownership: 51.78%51.82% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 5957 (-2)

12% less capital invested

Capital invested by funds: $161M → $141M (-$19.9M)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

52% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 25

Holders
57
Holders Change
-2
Holders Change %
-3.39%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
12
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ST
1
Spinnaker Trust
Maine
$62M -$410K -12,093 -0.7%
TC
2
TownSquare Capital
Utah
$8.3M -$321K -9,472 -4%
MA
3
Mutual Advisors
Nebraska
$7.82M -$448K -13,214 -5%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.29M -$171K -5,048 -3%
LPL Financial
5
LPL Financial
California
$5.78M +$378K +11,132 +7%
Osaic Holdings
6
Osaic Holdings
Arizona
$4.38M +$822K +24,212 +23%
SFS
7
Sowell Financial Services
Arkansas
$3.49M -$138K -4,053 -4%
CW
8
CreativeOne Wealth
Kansas
$2.91M +$22.1K +650 +0.8%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.58M -$377K -11,094 -13%
GRP
10
Global Retirement Partners
California
$2.24M -$22.1K -652 -1%
ACA
11
Aptus Capital Advisors
Alabama
$2.19M
GWANC
12
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.19M
HI
13
Harbour Investments
Wisconsin
$2.1M -$8.15K -240 -0.4%
MWM
14
MinichMacGregor Wealth Management
New York
$1.94M +$72.5K +2,136 +4%
SB
15
Strategic Blueprint
Georgia
$1.83M -$214K -6,310 -10%
OMC
16
Old Mission Capital
Illinois
$1.56M +$1.58M +46,538 New
AAS
17
Avantax Advisory Services
Texas
$1.41M -$24.4K -719 -2%
CA
18
Cetera Advisors
Colorado
$1.4M +$362K +10,670 +34%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$1.39M -$343K -10,102 -20%
CAN
20
Cetera Advisor Networks
California
$1.34M -$61.2K -1,804 -4%
AWM
21
AE Wealth Management
Kansas
$1.25M +$23.1K +681 +2%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.24M +$755K +22,230 +150%
KAS
23
Kestra Advisory Services
Texas
$1.11M -$2.09M -61,517 -65%
NA
24
NewEdge Advisors
Louisiana
$1.1M -$189K -5,555 -14%
GEA
25
Glen Eagle Advisors
New Jersey
$1.08M +$20.3K +599 +2%

DDEC Hedge Fund Activity: Q3 2023 in Review

57 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF December (DDEC) for Q3 2023, worth a combined $141M — down 12% from $161M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of DDEC and 7 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 12 added.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $1.58M. The largest seller was Oppenheimer & Co, exiting entirely with an estimated $15.1M sold.

  • 57 institutional investors held FT Vest US Equity Deep Buffer ETF December (DDEC) as of Q3 2023, down from 59 in Q2 2023.
  • Funds reported $141M of FT Vest US Equity Deep Buffer ETF December stock for Q3 2023, down 12% quarter-over-quarter.
  • 7 funds opened new FT Vest US Equity Deep Buffer ETF December positions in Q3 2023 and 9 closed out, a net change of -2 holders.
  • The largest FT Vest US Equity Deep Buffer ETF December buyer in Q3 2023 was Old Mission Capital, an estimated $1.58M added.
  • The largest FT Vest US Equity Deep Buffer ETF December seller in Q3 2023 was Oppenheimer & Co, an estimated $15.1M sold.

Based on aggregated 13F filings for Q3 2023.