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FT Vest US Equity Deep Buffer ETF February

86 hedge funds and large institutions have $183M invested in FT Vest US Equity Deep Buffer ETF February in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 24 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

18% more capital invested

Capital invested by funds: $156M → $183M (+$27.4M)

15% more funds holding

Funds holding: 7586 (+11)

7.53% less ownership

Funds ownership: 63.34%55.81% (-7.5%)

23% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 31

Holders
86
Holders Change
+11
Holders Change %
+14.67%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
21
Increased
24
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
AE Wealth Management
Kansas
$526K +$132K +3,733 +34%
PPW
52
Pinnacle Private Wealth
Massachusetts
$512K +$504K +14,287 New
MCC
53
Money Concepts Capital
Florida
$494K +$486K +13,785 New
RJFSA
54
Raymond James Financial Services Advisors
Florida
$473K +$236K +6,679 +102%
HighTower Advisors
55
HighTower Advisors
Illinois
$428K +$148K +4,193 +54%
AMC
56
Asset Management Corp
Illinois
$419K +$413K +11,700 New
SWA
57
Stratos Wealth Advisors
Ohio
$412K +$406K +11,514 New
DFA
58
DHJJ Financial Advisors
Illinois
$389K -$24.2K -687 -6%
CA
59
Cambridge Advisors
Nebraska
$357K -$14.1K -400 -4%
SF
60
Synovus Financial
Georgia
$338K -$32.6K -925 -9%
RGF
61
Retirement Guys Formula
Ohio
$308K -$128K -3,638 -30%
RIA
62
Regal Investment Advisors
Michigan
$287K
FHC
63
First Heartland Consultants
Missouri
$260K +$31.3K +888 +14%
Truist Financial
64
Truist Financial
North Carolina
$260K +$256K +7,266 New
BF
65
BOK Financial
Oklahoma
$258K
MML Investors Services
66
MML Investors Services
Massachusetts
$246K +$9.38K +266 +4%
Morgan Stanley
67
Morgan Stanley
New York
$227K -$23.8K -675 -10%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$220K -$73.8K -2,092 -25%
NFG
69
Nations Financial Group
Iowa
$220K -$388 -11 -0.2%
MCWS
70
McKinley Carter Wealth Services
West Virginia
$212K
RCAG
71
Rehmann Capital Advisory Group
Michigan
$206K +$203K +5,749 New
SWM
72
Spire Wealth Management
Virginia
$194K -$129K -3,654 -40%
IF
73
Integrity Financial
Wyoming
$161K +$158K +4,468 +26,282%
GI
74
Gradient Investments
Minnesota
$122K -$741 -21 -0.6%
AF
75
Advisornet Financial
Minnesota
$109K +$108K +3,050 New

DFEB Hedge Fund Activity: Q1 2022 in Review

86 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF February (DFEB) for Q1 2022, worth a combined $183M — up 18% from $156M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new DFEB positions and 8 closed out — a net gain of 13 holders — while 24 added to existing stakes and 31 trimmed.

The largest buyer was Ogorek Anthony Joseph, opening a new position worth an estimated $16.4M. The largest seller was WealthPLAN Partners, cutting an estimated $4.85M.

  • 86 institutional investors held FT Vest US Equity Deep Buffer ETF February (DFEB) as of Q1 2022, up from 75 in Q4 2021.
  • Funds reported $183M of FT Vest US Equity Deep Buffer ETF February stock for Q1 2022, up 18% quarter-over-quarter.
  • 21 funds opened new FT Vest US Equity Deep Buffer ETF February positions in Q1 2022 and 8 closed out, a net change of +13 holders.
  • The largest FT Vest US Equity Deep Buffer ETF February buyer in Q1 2022 was Ogorek Anthony Joseph, an estimated $16.4M added.
  • The largest FT Vest US Equity Deep Buffer ETF February seller in Q1 2022 was WealthPLAN Partners, an estimated $4.85M sold.

Based on aggregated 13F filings for Q1 2022.