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FT Vest US Equity Deep Buffer ETF December

103 hedge funds and large institutions have $135M invested in FT Vest US Equity Deep Buffer ETF December in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 24 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 7

24% more funds holding

Funds holding: 83103 (+20)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7.97% less ownership

Funds ownership: 52.59%44.63% (-8%)

24% less capital invested

Capital invested by funds: $179M → $135M (-$43.8M)

35% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 37

Holders
103
Holders Change
+20
Holders Change %
+24.1%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
24
Reduced
37
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$10.6M +$1.73M +43,209 +20%
Osaic Holdings
2
Osaic Holdings
Arizona
$9.71M +$4.48M +112,205 +87%
FIS
3
Fischer Investment Strategies
California
$7.8M +$7.76M +194,370 New
KAS
4
Kestra Advisory Services
Texas
$7.61M +$2.34M +58,491 +45%
ST
5
Spinnaker Trust
Maine
$5.45M -$68.7M -1,720,956 -93%
BFG
6
Beacon Financial Group
Texas
$5.38M +$3.24M +81,130 +154%
AA
7
Armis Advisers
Georgia
$5.03M +$5M +125,337 New
RFG
8
REAP Financial Group
Texas
$4.34M -$363K -9,079 -8%
SWM
9
Scissortail Wealth Management
Oklahoma
$3.87M +$3.85M +96,488 New
HFM
10
Hartford Financial Management
Connecticut
$3.81M +$83.7K +2,096 +2%
HI
11
Harbour Investments
Wisconsin
$3.05M -$231K -5,795 -7%
Raymond James Financial
12
Raymond James Financial
Florida
$2.7M +$2.68M +67,234 New
ACA
13
Aptus Capital Advisors
Alabama
$2.62M
GWANC
14
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.62M
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$2.58M -$2.35M -58,769 -48%
LPL Financial
16
LPL Financial
California
$2.42M -$70.9K -1,776 -3%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$2.31M +$1.35M +33,804 +142%
TC
18
TownSquare Capital
Utah
$2.11M -$8.39M -210,227 -80%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.06M +$110K +2,759 +6%
MWM
20
MinichMacGregor Wealth Management
New York
$1.96M -$161K -4,041 -8%
FFA
21
Farther Finance Advisors
California
$1.77M +$1.72M +43,047 +3,882%
SB
22
Strategic Blueprint
Georgia
$1.77M -$196K -4,918 -10%
WTFG
23
Wood Tarver Financial Group
Idaho
$1.71M +$1.7M +42,681 New
IP
24
Ignite Planners
California
$1.64M -$40.6K -1,018 -2%
Jane Street
25
Jane Street
New York
$1.64M +$1.63M +40,774 New

DDEC Hedge Fund Activity: Q4 2024 in Review

103 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF December (DDEC) for Q4 2024, worth a combined $135M — down 24% from $179M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new DDEC positions and 7 closed out — a net gain of 22 holders — while 24 added to existing stakes and 37 trimmed.

The largest buyer was Fischer Investment Strategies, opening a new position worth an estimated $7.76M. The largest seller was Spinnaker Trust, cutting an estimated $68.7M.

  • 103 institutional investors held FT Vest US Equity Deep Buffer ETF December (DDEC) as of Q4 2024, up from 83 in Q3 2024.
  • Funds reported $135M of FT Vest US Equity Deep Buffer ETF December stock for Q4 2024, down 24% quarter-over-quarter.
  • 29 funds opened new FT Vest US Equity Deep Buffer ETF December positions in Q4 2024 and 7 closed out, a net change of +22 holders.
  • The largest FT Vest US Equity Deep Buffer ETF December buyer in Q4 2024 was Fischer Investment Strategies, an estimated $7.76M added.
  • The largest FT Vest US Equity Deep Buffer ETF December seller in Q4 2024 was Spinnaker Trust, an estimated $68.7M sold.

Based on aggregated 13F filings for Q4 2024.