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FT Vest US Equity Deep Buffer ETF December

79 hedge funds and large institutions have $198M invested in FT Vest US Equity Deep Buffer ETF December in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

767% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 18

41% more capital invested

Capital invested by funds: $141M → $198M (+$57.5M)

39% more funds holding

Funds holding: 5779 (+22)

8.81% more ownership

Funds ownership: 51.82%60.63% (+8.8%)

Holders
79
Holders Change
+22
Holders Change %
+38.6%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
27
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ST
1
Spinnaker Trust
Maine
$66.6M +$544K +15,748 +0.9%
SW
2
SMART Wealth
Nebraska
$14.4M +$13.9M +403,796 New
TC
3
TownSquare Capital
Utah
$10.6M +$1.67M +48,359 +20%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9.6M +$2.79M +80,950 +43%
Osaic Holdings
5
Osaic Holdings
Arizona
$8.53M +$3.73M +108,157 +83%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$6.96M +$4.06M +117,632 +153%
CW
7
CreativeOne Wealth
Kansas
$6.84M +$3.61M +104,574 +121%
SFS
8
Sowell Financial Services
Arkansas
$3.65M -$61.6K -1,785 -2%
KAS
9
Kestra Advisory Services
Texas
$3.47M +$2.21M +63,903 +193%
RFG
10
REAP Financial Group
Texas
$3.43M +$3.31M +95,878 New
BFG
11
Beacon Financial Group
Texas
$3.05M +$2.95M +85,359 New
HI
12
Harbour Investments
Wisconsin
$2.92M +$664K +19,242 +31%
CAN
13
Cetera Advisor Networks
California
$2.86M +$1.38M +39,956 +100%
DLHL
14
Donald L. Hagan LLC
Florida
$2.83M +$2.73M +79,170 New
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$2.83M +$1.3M +37,800 +91%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.8M +$1.88M +54,467 +229%
ACA
17
Aptus Capital Advisors
Alabama
$2.33M
GWANC
18
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.33M
AAS
19
Avantax Advisory Services
Texas
$2.13M +$608K +17,618 +42%
AWM
20
AE Wealth Management
Kansas
$2.13M +$745K +21,594 +58%
HFM
21
Hartford Financial Management
Connecticut
$2.1M +$1.97M +56,945 +3,247%
MWM
22
MinichMacGregor Wealth Management
New York
$1.96M -$100K -2,900 -5%
LPL Financial
23
LPL Financial
California
$1.86M -$4.14M -120,074 -70%
SB
24
Strategic Blueprint
Georgia
$1.82M -$118K -3,428 -6%
TF
25
Trek Financial
Arizona
$1.68M +$1.63M +47,109 New

DDEC Hedge Fund Activity: Q4 2023 in Review

79 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF December (DDEC) for Q4 2023, worth a combined $198M — up 41% from $141M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new DDEC positions and 3 closed out — a net gain of 23 holders — while 27 added to existing stakes and 18 trimmed.

The largest buyer was SMART Wealth, opening a new position worth an estimated $13.9M. The largest seller was Mutual Advisors, exiting entirely with an estimated $7.82M sold.

  • 79 institutional investors held FT Vest US Equity Deep Buffer ETF December (DDEC) as of Q4 2023, up from 57 in Q3 2023.
  • Funds reported $198M of FT Vest US Equity Deep Buffer ETF December stock for Q4 2023, up 41% quarter-over-quarter.
  • 26 funds opened new FT Vest US Equity Deep Buffer ETF December positions in Q4 2023 and 3 closed out, a net change of +23 holders.
  • The largest FT Vest US Equity Deep Buffer ETF December buyer in Q4 2023 was SMART Wealth, an estimated $13.9M added.
  • The largest FT Vest US Equity Deep Buffer ETF December seller in Q4 2023 was Mutual Advisors, an estimated $7.82M sold.

Based on aggregated 13F filings for Q4 2023.