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FT Vest US Equity Deep Buffer ETF February

84 hedge funds and large institutions have $171M invested in FT Vest US Equity Deep Buffer ETF February in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

9% more funds holding

Funds holding: 7784 (+7)

2% more capital invested

Capital invested by funds: $167M → $171M (+$4.12M)

6.03% less ownership

Funds ownership: 57.41%51.37% (-6%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

47% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 30

Holders
84
Holders Change
+7
Holders Change %
+9.09%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
16
Reduced
30
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LAS
26
Lloyd Advisory Services
Georgia
$1.07M -$435 -13 -0%
VCM
27
Virtue Capital Management
Tennessee
$1.06M -$132K -3,933 -11%
OIA
28
OneDigital Investment Advisors
Kansas
$965K -$7.63K -228 -0.8%
CAN
29
Cetera Advisor Networks
California
$917K +$136K +4,072 +17%
CM
30
Columbus Macro
Pennsylvania
$892K -$3.81K -114 -0.4%
CAG
31
Csenge Advisory Group
Florida
$889K -$39.7K -1,187 -4%
AAS
32
Ameritas Advisory Services
Nebraska
$885K -$98K -2,929 -10%
SB
33
Strategic Blueprint
Georgia
$853K -$86.6K -2,590 -9%
GEA
34
Glen Eagle Advisors
New Jersey
$753K -$21.3K -636 -3%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$726K +$320K +9,564 +78%
WS
36
Wedbush Securities
California
$726K
OMC
37
Old Mission Capital
Illinois
$726K +$77.2K +2,308 +12%
KWS
38
Keystone Wealth Services
California
$670K
WIM
39
WealthPlan Investment Management
Nebraska
$654K -$26K -776 -4%
WP
40
WealthPLAN Partners
Nebraska
$651K +$648K +19,361 New
SCA
41
Sage Capital Advisors
South Dakota
$635K +$637K +19,038 New
OWA
42
Outlook Wealth Advisors
Texas
$626K +$628K +18,779 New
BOSSRA
43
B.O.S.S. Retirement Advisors
Utah
$609K +$611K +18,258 New
IAN
44
Integrated Advisors Network
Texas
$595K -$18K -539 -3%
CAAS
45
Capital Asset Advisory Services
Michigan
$592K +$569K +17,018 +2,322%
AMC
46
Asset Management Corp
Illinois
$525K
OIM
47
Oder Investment Management
California
$515K
WCFA
48
Walkner Condon Financial Advisors
Wisconsin
$486K
NFG
49
Nations Financial Group
Iowa
$417K +$213K +6,359 +103%
CCFM
50
Clear Creek Financial Management
Washington
$417K

DFEB Hedge Fund Activity: Q4 2022 in Review

84 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF February (DFEB) for Q4 2022, worth a combined $171M — up 2.5% from $167M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DFEB positions and 6 closed out — a net gain of 9 holders — while 16 added to existing stakes and 30 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $52.4M. The largest seller was Ogorek Anthony Joseph, cutting an estimated $3.61M.

  • 84 institutional investors held FT Vest US Equity Deep Buffer ETF February (DFEB) as of Q4 2022, up from 77 in Q3 2022.
  • Funds reported $171M of FT Vest US Equity Deep Buffer ETF February stock for Q4 2022, up 2.5% quarter-over-quarter.
  • 15 funds opened new FT Vest US Equity Deep Buffer ETF February positions in Q4 2022 and 6 closed out, a net change of +9 holders.
  • The largest FT Vest US Equity Deep Buffer ETF February buyer in Q4 2022 was Osaic Holdings, an estimated $52.4M added.
  • The largest FT Vest US Equity Deep Buffer ETF February seller in Q4 2022 was Ogorek Anthony Joseph, an estimated $3.61M sold.

Based on aggregated 13F filings for Q4 2022.