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FT Vest US Equity Deep Buffer ETF February

95 hedge funds and large institutions have $156M invested in FT Vest US Equity Deep Buffer ETF February in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

70% more capital invested

Capital invested by funds: $91.6M → $156M (+$64.1M)

17% more funds holding

Funds holding: 8195 (+14)

15% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 27

13.39% more ownership

Funds ownership: 41.56%54.95% (+13%)

Holders
95
Holders Change
+14
Holders Change %
+17.28%
% of All Funds
1.37%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
23
Increased
31
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
76
Aveo Capital Partners
Colorado
$201K +$199K +5,201 New
NS
77
NBC Securities
Alabama
$178K -$102K -2,669 -37%
TCWA
78
Turtle Creek Wealth Advisors
Texas
$165K +$161K +4,208 New
DFA
79
DHJJ Financial Advisors
Illinois
$163K -$19.1K -500 -11%
GI
80
Gradient Investments
Minnesota
$131K
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$104K -$101K -2,649 -50%
AA
82
AlphaMark Advisors
Kentucky
$55K +$53.5K +1,400 New
UBS Group
83
UBS Group
Switzerland
$49.7K -$13.3K -349 -22%
CIAS
84
Capital Investment Advisory Services
North Carolina
$48.7K +$47.6K +1,245 New
CA
85
CoreCap Advisors
Michigan
$36.3K +$35.5K +928 New
WIA
86
Wetzel Investment Advisors
Indiana
$33K +$33.1K +866 New
PS
87
Principal Securities
Iowa
$27.1K +$1.6K +42 +6%
Bank of America
88
Bank of America
North Carolina
$26.9K
AF
89
Allworth Financial
California
$19.6K
CFFP
90
Center for Financial Planning
Michigan
$19.6K +$19.1K +500 New
SWA
91
SOA Wealth Advisors
New York
$8.84K
CPA
92
Clear Point Advisors
New York
$7.82K
FFA
93
Farther Finance Advisors
California
$6.64K
LFG
94
Larson Financial Group
Missouri
$5.4K -$19.3K -506 -79%
OLVIG
95
Oliver Lagore Vanvalin Investment Group
Michigan
$235
BTWM
96
Baker Tilly Wealth Management
Wisconsin
-$1.13M -30,248 Closed
SCA
97
Sage Capital Advisors
South Dakota
-$733K -19,539 Closed
SG
98
StoneX Group
New York
-$296K -7,886 Closed
PCG
99
Prosperity Consulting Group
Maryland
-$273K -7,274 Closed
MCWS
100
McKinley Carter Wealth Services
West Virginia
-$222K -5,929 Closed

DFEB Hedge Fund Activity: Q1 2024 in Review

95 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF February (DFEB) for Q1 2024, worth a combined $156M — up 70% from $91.6M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new DFEB positions and 8 closed out — a net gain of 15 holders — while 31 added to existing stakes and 27 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $17.6M. The largest seller was Clear Creek Financial Management, cutting an estimated $1.2M.

  • 95 institutional investors held FT Vest US Equity Deep Buffer ETF February (DFEB) as of Q1 2024, up from 81 in Q4 2023.
  • Funds reported $156M of FT Vest US Equity Deep Buffer ETF February stock for Q1 2024, up 70% quarter-over-quarter.
  • 23 funds opened new FT Vest US Equity Deep Buffer ETF February positions in Q1 2024 and 8 closed out, a net change of +15 holders.
  • The largest FT Vest US Equity Deep Buffer ETF February buyer in Q1 2024 was Raymond James Financial Services Advisors, an estimated $17.6M added.
  • The largest FT Vest US Equity Deep Buffer ETF February seller in Q1 2024 was Clear Creek Financial Management, an estimated $1.2M sold.

Based on aggregated 13F filings for Q1 2024.