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FT Vest US Equity Deep Buffer ETF February

102 hedge funds and large institutions have $112M invested in FT Vest US Equity Deep Buffer ETF February in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 47 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

4% more funds holding

Funds holding: 98102 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.8% less ownership

Funds ownership: 46.38%43.57% (-2.8%)

9% less capital invested

Capital invested by funds: $123M → $112M (-$10.7M)

74% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 47

Holders
102
Holders Change
+4
Holders Change %
+4.08%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
12
Reduced
47
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
76
MN Wealth Advisors
Kansas
$217K
PIWA
77
Prevail Innovative Wealth Advisors
Kansas
$213K
NA
78
NewEdge Advisors
Louisiana
$209K
Barclays
79
Barclays
United Kingdom
$185K -$16K -378 -8%
Morgan Stanley
80
Morgan Stanley
New York
$182K
NWM
81
Nova Wealth Management
Florida
$176K +$174K +4,115 New
CF
82
Centaurus Financial
California
$165K +$163K +3,857 New
LC
83
Luminist Capital
Michigan
$153K +$152K +3,579 New
DFA
84
DHJJ Financial Advisors
Illinois
$114K -$6.56K -155 -5%
UBS Group
85
UBS Group
Switzerland
$101K -$364K -8,605 -78%
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$72K
William Blair & Company
87
William Blair & Company
Illinois
$60.9K
CIAS
88
Capital Investment Advisory Services
North Carolina
$53.1K
CA
89
CoreCap Advisors
Michigan
$46.1K +$1.1K +26 +2%
CAS
90
Coppell Advisory Solutions
Texas
$26.1K
FFA
91
Farther Finance Advisors
California
$25.7K -$116K -2,738 -82%
AF
92
Allworth Financial
California
$21.6K
CFFP
93
Center for Financial Planning
Michigan
$21.3K
TSMHT
94
Thurston Springer Miller Herd & Titak
Indiana
$17.4K +$3.52K +83 +26%
CFD
95
Creative Financial Designs
Indiana
$10.9K
SWA
96
SOA Wealth Advisors
New York
$9.65K
JP Morgan Chase
97
JP Morgan Chase
New York
$9.03K -$611K -14,433 -99%
TWM
98
Topsail Wealth Management
North Carolina
$7.17K +$7.12K +168 New
LFG
99
Larson Financial Group
Missouri
$2.73K
WW
100
Winnow Wealth
Texas
$2.45K +$2.46K +58 New

DFEB Hedge Fund Activity: Q4 2024 in Review

102 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF February (DFEB) for Q4 2024, worth a combined $112M — down 8.7% from $123M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DFEB positions and 6 closed out — a net gain of 7 holders — while 12 added to existing stakes and 47 trimmed.

The largest buyer was LPL Financial, adding an estimated $780K. The largest seller was Osaic Holdings, cutting an estimated $8.51M.

  • 102 institutional investors held FT Vest US Equity Deep Buffer ETF February (DFEB) as of Q4 2024, up from 98 in Q3 2024.
  • Funds reported $112M of FT Vest US Equity Deep Buffer ETF February stock for Q4 2024, down 8.7% quarter-over-quarter.
  • 13 funds opened new FT Vest US Equity Deep Buffer ETF February positions in Q4 2024 and 6 closed out, a net change of +7 holders.
  • The largest FT Vest US Equity Deep Buffer ETF February buyer in Q4 2024 was LPL Financial, an estimated $780K added.
  • The largest FT Vest US Equity Deep Buffer ETF February seller in Q4 2024 was Osaic Holdings, an estimated $8.51M sold.

Based on aggregated 13F filings for Q4 2024.