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FT Vest US Equity Deep Buffer ETF February

83 hedge funds and large institutions have $112M invested in FT Vest US Equity Deep Buffer ETF February in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 36 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.12% less ownership

Funds ownership: 49.58%48.46% (-1.1%)

5% less funds holding

Funds holding: 8783 (-4)

11% less capital invested

Capital invested by funds: $126M → $112M (-$14.3M)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

58% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 36

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $285K

Holders
83
Holders Change
-4
Holders Change %
-4.6%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
15
Reduced
36
Closed
19
Calls
Puts
$285K
Net Calls
-$285K
Net Calls Change
-$285K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
76
Wells Fargo
California
$48K
LFG
77
Larson Financial Group
Missouri
$22.4K -$9.27K -271 -30%
AF
78
Allworth Financial
California
$17.7K
BTI
79
Blue Trust Inc
Georgia
$11K +$11.5K +335 New
SWA
80
SOA Wealth Advisors
New York
$7.99K
FFA
81
Farther Finance Advisors
California
$6.01K +$5.81K +170 New
GRP
82
Global Retirement Partners
California
$4.39K
OLVIG
83
Oliver Lagore Vanvalin Investment Group
Michigan
$531 +$513 +15 New
CW
84
CreativeOne Wealth
Kansas
-$1.98M -58,801 Closed
OMC
85
Old Mission Capital
Illinois
-$1.43M -42,639 Closed
SCA
86
Sage Capital Advisors
South Dakota
-$747K -22,210 Closed
HH
87
Hilltop Holdings
Texas
-$645K -19,171 Closed
BOSSRA
88
B.O.S.S. Retirement Advisors
Utah
-$621K -18,472 Closed
OWA
89
Outlook Wealth Advisors
Texas
-$612K -18,197 Closed
GLR
90
Great Lakes Retirement
Ohio
-$509K -15,150 Closed
PWPS
91
Pinnacle Wealth Planning Services
Ohio
-$348K -10,355 Closed
TC
92
TownSquare Capital
Utah
-$328K -9,759 Closed
SC
93
Schubert & Co
Texas
-$251K -7,456 Closed
AWA
94
Authentikos Wealth Advisory
California
-$245K -7,345 Closed
IIC
95
Integrated Investment Consultants
Michigan
-$227K -6,754 Closed
DFA
96
DHJJ Financial Advisors
Illinois
-$223K -6,625 Closed
NFG
97
Nations Financial Group
Iowa
-$207K -6,150 Closed
CF
98
Centaurus Financial
California
-$154K -4,565 Closed
AWM
99
Avior Wealth Management
Nebraska
-$9.38K -279 Closed
BAM
100
Belpointe Asset Management
Nevada
-$1.55K -46 Closed

DFEB Hedge Fund Activity: Q2 2023 in Review

83 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF February (DFEB) for Q2 2023, worth a combined $112M — down 11% from $126M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of DFEB and 16 opened new positions — a net loss of 3 holders — while 36 trimmed existing stakes and 15 added.

The largest buyer was World Equity Group, opening a new position worth an estimated $1.27M. The largest seller was AE Wealth Management, cutting an estimated $18.7M.

  • 83 institutional investors held FT Vest US Equity Deep Buffer ETF February (DFEB) as of Q2 2023, down from 87 in Q1 2023.
  • Funds reported $112M of FT Vest US Equity Deep Buffer ETF February stock for Q2 2023, down 11% quarter-over-quarter.
  • 16 funds opened new FT Vest US Equity Deep Buffer ETF February positions in Q2 2023 and 19 closed out, a net change of -3 holders.
  • The largest FT Vest US Equity Deep Buffer ETF February buyer in Q2 2023 was World Equity Group, an estimated $1.27M added.
  • The largest FT Vest US Equity Deep Buffer ETF February seller in Q2 2023 was AE Wealth Management, an estimated $18.7M sold.

Based on aggregated 13F filings for Q2 2023.