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FT Vest US Equity Deep Buffer ETF February

81 hedge funds and large institutions have $91.6M invested in FT Vest US Equity Deep Buffer ETF February in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

3% more funds holding

Funds holding: 7981 (+2)

3% more capital invested

Capital invested by funds: $89.3M → $91.6M (+$2.39M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.93% less ownership

Funds ownership: 45.49%41.56% (-3.9%)

71% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 38

Holders
81
Holders Change
+2
Holders Change %
+2.53%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
11
Reduced
38
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
26
Baker Tilly Wealth Management
Wisconsin
$1.13M
SF
27
Synovus Financial
Georgia
$1.11M +$20.9K +583 +2%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.04M +$639K +17,801 +179%
LPL Financial
29
LPL Financial
California
$1.03M +$189K +5,259 +24%
Truist Financial
30
Truist Financial
North Carolina
$968K -$59.2K -1,649 -6%
OAJ
31
Ogorek Anthony Joseph
New York
$958K -$837K -23,310 -48%
OBWG
32
Onyx Bridge Wealth Group
New York
$831K -$95.1K -2,650 -11%
CW
33
CreativeOne Wealth
Kansas
$822K +$787K +21,920 New
KWS
34
Keystone Wealth Services
California
$810K
WS
35
Wedbush Securities
California
$793K -$39.1K -1,090 -5%
SCA
36
Sage Capital Advisors
South Dakota
$733K +$701K +19,539 New
OIA
37
OneDigital Investment Advisors
Kansas
$662K -$402K -11,185 -39%
SFG
38
Sovereign Financial Group
Connecticut
$563K -$6.93K -193 -1%
GEA
39
Glen Eagle Advisors
New Jersey
$556K -$10.8K -300 -2%
LWM
40
Lakeridge Wealth Management
Ohio
$554K +$531K +14,781 New
OIM
41
Oder Investment Management
California
$547K
WCFA
42
Walkner Condon Financial Advisors
Wisconsin
$544K
CM
43
Columbus Macro
Pennsylvania
$513K -$2.94K -82 -0.6%
Morgan Stanley
44
Morgan Stanley
New York
$455K +$218K +6,065 +100%
VCM
45
Virtue Capital Management
Tennessee
$430K -$2.84K -79 -0.7%
WIM
46
WealthPlan Investment Management
Nebraska
$425K -$1.04K -29 -0.3%
LIA
47
Luken Investment Analytics
Tennessee
$424K
TLA
48
Tanglewood Legacy Advisors
Texas
$391K
NA
49
NewEdge Advisors
Louisiana
$381K -$2.91K -81 -0.8%
HighTower Advisors
50
HighTower Advisors
Illinois
$336K -$71.5K -1,991 -18%

DFEB Hedge Fund Activity: Q4 2023 in Review

81 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF February (DFEB) for Q4 2023, worth a combined $91.6M — up 2.7% from $89.3M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DFEB positions and 11 closed out — a net gain of 2 holders — while 11 added to existing stakes and 38 trimmed.

The largest buyer was Beacon Financial Group, opening a new position worth an estimated $4.76M. The largest seller was Brookstone Capital Management, exiting entirely with an estimated $3.22M sold.

  • 81 institutional investors held FT Vest US Equity Deep Buffer ETF February (DFEB) as of Q4 2023, up from 79 in Q3 2023.
  • Funds reported $91.6M of FT Vest US Equity Deep Buffer ETF February stock for Q4 2023, up 2.7% quarter-over-quarter.
  • 13 funds opened new FT Vest US Equity Deep Buffer ETF February positions in Q4 2023 and 11 closed out, a net change of +2 holders.
  • The largest FT Vest US Equity Deep Buffer ETF February buyer in Q4 2023 was Beacon Financial Group, an estimated $4.76M added.
  • The largest FT Vest US Equity Deep Buffer ETF February seller in Q4 2023 was Brookstone Capital Management, an estimated $3.22M sold.

Based on aggregated 13F filings for Q4 2023.