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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
CA
51
CoreCap Advisors
Michigan
$401K -$6.46K -193 -2%
HighTower Advisors
52
HighTower Advisors
Illinois
$400K
AWM
53
Apollon Wealth Management
South Carolina
$397K -$76.9K -2,300 -16%
MCC
54
Money Concepts Capital
Florida
$386K +$387K +11,575 New
NA
55
NewEdge Advisors
Louisiana
$382K +$60.4K +1,807 +19%
LIA
56
Luken Investment Analytics
Tennessee
$377K +$378K +11,300 New
AWS
57
Atria Wealth Solutions
New York
$374K
SWA
58
Stratos Wealth Advisors
Ohio
$338K -$46.3K -1,383 -12%
CFGS
59
Concourse Financial Group Securities
Alabama
$333K -$52.7K -1,575 -14%
DFA
60
DHJJ Financial Advisors
Illinois
$289K -$61.9K -1,850 -18%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$274K -$34.2K -1,021 -11%
RIA
62
Regal Investment Advisors
Michigan
$268K
CA
63
Cambridge Advisors
Nebraska
$248K
LAM
64
Lifestyle Asset Management
Texas
$238K +$238K +7,125 New
IIC
65
Integrated Investment Consultants
Michigan
$225K +$226K +6,754 New
BF
66
BOK Financial
Oklahoma
$223K
Morgan Stanley
67
Morgan Stanley
New York
$212K
UBS Group
68
UBS Group
Switzerland
$162K -$39.8K -1,191 -20%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$162K -$42.3K -1,265 -21%
IF
70
Integrity Financial
Wyoming
$150K
GI
71
Gradient Investments
Minnesota
$112K -$1.91K -57 -2%
AF
72
Advisornet Financial
Minnesota
$68.5K -$4.12K -123 -6%
Wells Fargo
73
Wells Fargo
California
$45.3K
CAS
74
Coppell Advisory Solutions
Texas
$41.1K +$41.3K +1,234 New
CASC
75
Coppell Advisory Solutions Corp
Texas
$41.1K +$41.3K +1,234 New

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.