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FT Vest US Equity Deep Buffer ETF February

58 hedge funds and large institutions have $241M invested in FT Vest US Equity Deep Buffer ETF February in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 8

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

29% more capital invested

Capital invested by funds: $187M → $241M (+$54.3M)

21% more funds holding

Funds holding: 4858 (+10)

2.69% more ownership

Funds ownership: 47.68%50.37% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
58
Holders Change
+10
Holders Change %
+20.83%
% of All Funds
1.19%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
19
Increased
19
Reduced
8
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$886K +$53.9K +1,852 +7%
PFA
27
Plotkin Financial Advisors
Maryland
$822K -$405K -13,928 -34%
GEA
28
Glen Eagle Advisors
New Jersey
$745K +$726K +24,961 New
JIP
29
Jaffetilchin Investment Partners
Florida
$743K +$723K +24,865 New
IAN
30
Integrated Advisors Network
Texas
$716K +$697K +23,968 New
TF
31
Trek Financial
Arizona
$694K
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$681K +$664K +22,818 New
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$675K
MML Investors Services
34
MML Investors Services
Massachusetts
$664K +$122K +4,193 +23%
BCM
35
Beck Capital Management
Texas
$635K +$2.47K +85 +0.4%
CWS
36
Cypress Wealth Services
California
$600K +$585K +20,100 New
CA
37
Claro Advisors
Massachusetts
$574K -$29K -996 -5%
AWM
38
AE Wealth Management
Kansas
$525K +$200K +6,862 +64%
PWA
39
Peterson Wealth Advisors
Utah
$450K
CA
40
Calton & Associates
Florida
$429K
IC
41
InterOcean Capital
Illinois
$369K
FIA
42
Foundations Investment Advisors
Arizona
$359K +$348K +11,957 New
CFGS
43
Concourse Financial Group Securities
Alabama
$339K +$72.5K +2,492 +28%
LNC
44
Lincoln National Corp
Pennsylvania
$294K +$287K +9,849 New
NFG
45
Nations Financial Group
Iowa
$242K
TC
46
TownSquare Capital
Utah
$231K +$224K +7,698 New
WI
47
Wintrust Investments
Illinois
$228K +$222K +7,620 New
GI
48
Gradient Investments
Minnesota
$120K -$36.1M -1,239,375 -100%
TFS
49
TrustCore Financial Services
Tennessee
$78K +$76K +2,613 New
OPS
50
Orion Portfolio Solutions
Nebraska
$69K +$67.2K +2,310 New

DFEB Hedge Fund Activity: Q2 2020 in Review

58 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF February (DFEB) for Q2 2020, worth a combined $241M — up 29% from $187M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new DFEB positions and 9 closed out — a net gain of 10 holders — while 19 added to existing stakes and 8 trimmed.

The largest buyer was WealthPLAN Partners, opening a new position worth an estimated $15.7M. The largest seller was Gradient Investments, cutting an estimated $36.1M.

  • 58 institutional investors held FT Vest US Equity Deep Buffer ETF February (DFEB) as of Q2 2020, up from 48 in Q1 2020.
  • Funds reported $241M of FT Vest US Equity Deep Buffer ETF February stock for Q2 2020, up 29% quarter-over-quarter.
  • 19 funds opened new FT Vest US Equity Deep Buffer ETF February positions in Q2 2020 and 9 closed out, a net change of +10 holders.
  • The largest FT Vest US Equity Deep Buffer ETF February buyer in Q2 2020 was WealthPLAN Partners, an estimated $15.7M added.
  • The largest FT Vest US Equity Deep Buffer ETF February seller in Q2 2020 was Gradient Investments, an estimated $36.1M sold.

Based on aggregated 13F filings for Q2 2020.