FT Vest US Equity Deep Buffer ETF February
DFEB
79 hedge funds and large institutions have $89.3M invested in FT Vest US Equity Deep Buffer ETF February in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 38 reducing their positions, and 10 closing their positions.
2.97% less ownership
Funds ownership: 48.46% → 45.49% (-3%)
5% less funds holding
Funds holding: 83 → 79 (-4)
20% less capital invested
Capital invested by funds: $112M → $89.3M (-$22.6M)
40% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 10
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
76% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.21M |
| 2 |
NEWAS
N.E.W. Advisory Services
De Pere,
Wisconsin
|
+$600K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$576K |
| 4 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$555K |
| 5 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$344K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAJ
Ogorek Anthony Joseph
Williamsville,
New York
|
-$14.8M |
| 2 |
WEG
World Equity Group
Schaumburg,
Illinois
|
-$1.31M |
| 3 |
JP Morgan Chase
New York
|
-$948K |
| 4 |
SFG
Sovereign Financial Group
Stamford,
Connecticut
|
-$823K |
| 5 |
3LCM
3D/L Capital Management
Hartford,
Connecticut
|
-$802K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFA
76
Farther Finance Advisors
San Francisco,
California
| $5.92K | – | – | – |
|
|
GRP
77
Global Retirement Partners
San Rafael,
California
| $4.3K | – | – | – |
|
|
AWA
78
Authentikos Wealth Advisory
Morgan Hill,
California
| $523 | +$532 | +15 | New |
|
|
OLVIG
79
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| $209 | -$319 | -9 | -60% |
|
|
WEG
80
World Equity Group
Schaumburg,
Illinois
| – | -$1.31M | -37,002 | Closed |
|
|
81
JP Morgan Chase
New York
| – | -$948K | -26,798 | Closed |
|
|
3LCM
82
3D/L Capital Management
Hartford,
Connecticut
| – | -$802K | -22,681 | Closed |
|
83
Citadel Advisors
Miami,
Florida
| – | -$374K | -10,560 | Closed |
|
84
Jane Street
New York
| – | -$352K | -9,942 | Closed |
|
85
Goldman Sachs
New York
| – | -$276K | -7,792 | Closed |
|
|
LAM
86
Lifestyle Asset Management
Friendswood,
Texas
| – | -$252K | -7,125 | Closed |
|
|
WP
87
WealthPLAN Partners
Omaha,
Nebraska
| – | -$138K | -3,910 | Closed |
|
88
Wells Fargo
San Francisco,
California
| – | -$48K | -1,358 | Closed |
|
|
BTI
89
Blue Trust Inc
Alpharetta,
Georgia
| – | -$11K | -335 | Closed |
|
DFEB Hedge Fund Activity: Q3 2023 in Review
79 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF February (DFEB) for Q3 2023, worth a combined $89.3M — down 20% from $112M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of DFEB and 6 opened new positions — a net loss of 4 holders — while 38 trimmed existing stakes and 9 added.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $1.21M. The largest seller was Ogorek Anthony Joseph, cutting an estimated $14.8M.
- 79 institutional investors held FT Vest US Equity Deep Buffer ETF February (DFEB) as of Q3 2023, down from 83 in Q2 2023.
- Funds reported $89.3M of FT Vest US Equity Deep Buffer ETF February stock for Q3 2023, down 20% quarter-over-quarter.
- 6 funds opened new FT Vest US Equity Deep Buffer ETF February positions in Q3 2023 and 10 closed out, a net change of -4 holders.
- The largest FT Vest US Equity Deep Buffer ETF February buyer in Q3 2023 was Old Mission Capital, an estimated $1.21M added.
- The largest FT Vest US Equity Deep Buffer ETF February seller in Q3 2023 was Ogorek Anthony Joseph, an estimated $14.8M sold.
Based on aggregated 13F filings for Q3 2023.