We are live on ! Find out more
DFEB icon

FT Vest US Equity Deep Buffer ETF February
DFEB

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: 48 → 58 (+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: 6 → 6 (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
–

Top Buyers

1
WP
WealthPLAN Partners
Nebraska
+$15.7M
2
Osaic Holdings
Osaic Holdings
Arizona
+$13.4M
3
EFL
ERn Financial LLC
Wisconsin
+$7.89M
4
FHC
First Heartland Consultants
Missouri
+$5.52M
5
LPT
Legacy Private Trust
Wisconsin
+$4.71M

Top Sellers

1
GI
Gradient Investments
Minnesota
-$36.1M
2
CCFM
Clear Creek Financial Management
Washington
-$6.62M
3
AA
Altman Advisors
Illinois
-$5.31M
4
PAG
Private Advisory Group
Washington
-$3.62M
5
AI
Atria Investments
North Carolina
-$2.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$67K +$65.5K +2,250 New
MF
52
Manchester Financial
California
$62K – – –
PFGIA
53
Patriot Financial Group Insurance Agency
Massachusetts
$60K – – –
WCG
54
Weaver Consulting Group
California
$30K – – –
SFS
55
Sowell Financial Services
Arkansas
$20K +$19.6K +674 New
CIAS
56
Capital Investment Advisory Services
North Carolina
$6K – – –
CAAS
57
Capital Asset Advisory Services
Michigan
$5K – – –
IA
58
IFP Advisors
Florida
$1K – – –
CCFM
59
Clear Creek Financial Management
Washington
– -$6.62M -231,912 Closed
AA
60
Altman Advisors
Illinois
– -$5.31M -192,737 Closed
PAG
61
Private Advisory Group
Washington
– -$3.62M -131,246 Closed
Wolverine Trading
62
Wolverine Trading
Illinois
– -$1.42M -50,893 Closed
SF
63
Synovus Financial
Georgia
– -$1.37M -49,765 Closed
SWA
64
Stratos Wealth Advisors
Ohio
– -$1.03M -37,249 Closed
Jane Street
65
Jane Street
New York
– -$710K -25,783 Closed
AIC
66
Ameritas Investment Company
Nebraska
– -$41K -1,493 Closed
UBS Group
67
UBS Group
Switzerland
– -$11K -393 Closed
1 2
3

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.