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FT Vest US Equity Deep Buffer ETF February
DFEB

Overview Fund Activity

124 hedge funds and large institutions have $174M invested in FT Vest US Equity Deep Buffer ETF February in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 44 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+23
Holders Change %
+22.77%
% of All Funds
1.68%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
35
Increased
44
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWP
Precedent Wealth Partners
Texas
$9.98M
2
WW
Winnow Wealth
Texas
$5.41M
3
AI
Atria Investments
North Carolina
$3.51M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$6.03M
5
HP
Holistic Planning
Texas
$3.19M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$323K
2
Raymond James Financial
Raymond James Financial
Florida
$7.15M
3
OMC
Old Mission Capital
Illinois
$0
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$620K
5
OIA
OneDigital Investment Advisors
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
1SB
76
1ST Source Bank
Indiana
$485K +$485K +11,496 New
WIM
77
WealthPlan Investment Management
Nebraska
$482K -$33.2K -788 -6%
LIA
78
Luken Investment Analytics
Tennessee
$476K – – –
Brown Advisory
79
Brown Advisory
Maryland
$475K +$475K +11,273 New
NWM
80
Nova Wealth Management
Florida
$471K +$298K +7,059 +172%
OBWG
81
Onyx Bridge Wealth Group
New York
$456K -$11.1K -264 -2%
FPAS
82
Focus Partners Advisor Solutions
Missouri
$438K +$438K +10,399 New
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$424K +$105K +2,502 +33%
JSA
84
Jim Saulnier & Associates
Colorado
$422K -$64.1K -1,521 -13%
SB
85
Strategic Blueprint
Georgia
$389K +$389K +9,218 New
GFG
86
Grantvest Financial Group
New Jersey
$379K +$379K +8,984 New
BTWM
87
Brass Tax Wealth Management
Ohio
$373K – – –
SS
88
Sunbelt Securities
Texas
$366K +$83K +1,970 +29%
MAG
89
Mayfair Advisory Group
Alabama
$345K +$345K +8,190 New
MCWS
90
McKinley Carter Wealth Services
West Virginia
$339K +$339K +8,047 New
AWM
91
AE Wealth Management
Kansas
$323K -$2.32M -55,035 -88%
CAG
92
Csenge Advisory Group
Florida
$322K – – –
CP
93
Castleview Partners
Texas
$311K +$311K +7,370 New
OAS
94
Optivise Advisory Services
Tennessee
$289K – – –
UCFA
95
United Capital Financial Advisors
Texas
$274K +$274K +6,500 New
ACMA
96
Arbor Capital Management (Alaska)
Alaska
$263K +$13.1K +310 +5%
PSCM
97
Per Stirling Capital Management
Texas
$255K +$23.7K +562 +10%
CPC
98
CFC Planning Company
Indiana
$250K +$250K +5,933 New
NFG
99
Nations Financial Group
Iowa
$233K -$8.22K -195 -3%
LAM
100
Lifestyle Asset Management
Texas
$226K – – –
2 3
4
5 6