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FT Vest US Equity Deep Buffer ETF February
DFEB

102 hedge funds and large institutions have $112M invested in FT Vest US Equity Deep Buffer ETF February in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 47 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

4% more funds holding

Funds holding: 98 → 102 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.8% less ownership

Funds ownership: 46.38% → 43.57% (-2.8%)

9% less capital invested

Capital invested by funds: $123M → $112M (-$10.7M)

74% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 47

Holders
102
Holders Change
+4
Holders Change %
+4.08%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
12
Reduced
47
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$780K
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$578K
3
SG
StoneX Group
New York
+$497K
4
FFS
Founders Financial Securities
Maryland
+$297K
5
HI
Horizon Investments
North Carolina
+$288K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$8.51M
2
AWM
AE Wealth Management
Kansas
-$2.16M
3
HI
Harbour Investments
Wisconsin
-$1.76M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.38M
5
Jane Street
Jane Street
New York
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
26
Ameritas Advisory Services
Nebraska
$1.26M – – –
Truist Financial
27
Truist Financial
North Carolina
$1.13M -$21K -497 -2%
WTFG
28
Wood Tarver Financial Group
Idaho
$1.11M +$1.1M +26,043 New
KWS
29
Keystone Wealth Services
California
$1.09M – – –
SWM
30
Spire Wealth Management
Virginia
$914K -$141K -3,331 -13%
IF
31
Integrity Financial
Wyoming
$889K -$205K -4,850 -19%
HAM
32
Hickory Asset Management
Ohio
$843K +$836K +19,740 New
Jane Street
33
Jane Street
New York
$831K -$1.1M -26,009 -57%
WS
34
Wedbush Securities
California
$826K -$84.5K -1,995 -9%
TC
35
TownSquare Capital
Utah
$791K -$2.58K -61 -0.3%
OMC
36
Old Mission Capital
Illinois
$743K -$730K -17,234 -50%
OIM
37
Oder Investment Management
California
$736K +$12.1K +285 +2%
CCFM
38
Clear Creek Financial Management
Washington
$721K – – –
OAJ
39
Ogorek Anthony Joseph
New York
$704K -$22.2K -524 -3%
JSW
40
Journey Strategic Wealth
New Jersey
$692K -$1.27K -30 -0.2%
OIA
41
OneDigital Investment Advisors
Kansas
$671K – – –
FFS
42
Founders Financial Securities
Maryland
$630K +$297K +7,003 +90%
HI
43
Horizon Investments
North Carolina
$621K +$288K +6,799 +88%
GEA
44
Glen Eagle Advisors
New Jersey
$617K -$21.3K -504 -3%
WCFA
45
Walkner Condon Financial Advisors
Wisconsin
$608K – – –
LWM
46
Lakeridge Wealth Management
Ohio
$595K -$13.3K -315 -2%
CM
47
Columbus Macro
Pennsylvania
$593K +$16.3K +385 +3%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$583K +$578K +13,647 New
SFG
49
Sovereign Financial Group
Connecticut
$574K -$12.1K -285 -2%
WIM
50
WealthPlan Investment Management
Nebraska
$522K +$182K +4,297 +54%
1
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3 4 5

DFEB Hedge Fund Activity: Q4 2024 in Review

102 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF February (DFEB) for Q4 2024, worth a combined $112M — down 8.7% from $123M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DFEB positions and 6 closed out — a net gain of 7 holders — while 12 added to existing stakes and 47 trimmed.

The largest buyer was LPL Financial, adding an estimated $780K. The largest seller was Osaic Holdings, cutting an estimated $8.51M.

  • 102 institutional investors held FT Vest US Equity Deep Buffer ETF February (DFEB) as of Q4 2024, up from 98 in Q3 2024.
  • Funds reported $112M of FT Vest US Equity Deep Buffer ETF February stock for Q4 2024, down 8.7% quarter-over-quarter.
  • 13 funds opened new FT Vest US Equity Deep Buffer ETF February positions in Q4 2024 and 6 closed out, a net change of +7 holders.
  • The largest FT Vest US Equity Deep Buffer ETF February buyer in Q4 2024 was LPL Financial, an estimated $780K added.
  • The largest FT Vest US Equity Deep Buffer ETF February seller in Q4 2024 was Osaic Holdings, an estimated $8.51M sold.

Based on aggregated 13F filings for Q4 2024.