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FT Vest US Equity Deep Buffer ETF February

58 hedge funds and large institutions have $241M invested in FT Vest US Equity Deep Buffer ETF February in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 8

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

29% more capital invested

Capital invested by funds: $187M → $241M (+$54.3M)

21% more funds holding

Funds holding: 4858 (+10)

2.69% more ownership

Funds ownership: 47.68%50.37% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
58
Holders Change
+10
Holders Change %
+20.83%
% of All Funds
1.19%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
19
Increased
19
Reduced
8
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APA
1
American Portfolios Advisors
New York
$52.2M +$3.95M +135,821 +8%
GSAM
2
Grant Street Asset Management
Pennsylvania
$31.1M +$30.3M +1,040,536 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$29.3M +$2.25M +77,282 +9%
Osaic Holdings
4
Osaic Holdings
Arizona
$18M +$13.4M +460,008 +324%
WP
5
WealthPLAN Partners
Nebraska
$16.7M +$15.7M +540,795 New
VBFP
6
Valtinson Bruner Financial Planning
Minnesota
$9.99M -$6.29K -216 -0.1%
WCFA
7
Walkner Condon Financial Advisors
Wisconsin
$9.77M -$26.5K -910 -0.3%
EFL
8
ERn Financial LLC
Wisconsin
$8.1M +$7.89M +271,116 New
FHC
9
First Heartland Consultants
Missouri
$6.53M +$5.52M +189,771 +654%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$6.02M +$751K +25,825 +15%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$5.89M +$1.16M +39,971 +25%
LPT
12
Legacy Private Trust
Wisconsin
$5.33M +$4.71M +161,780 +961%
AAS
13
Avantax Advisory Services
Texas
$4.72M -$951K -32,681 -17%
CA
14
Cetera Advisors
Colorado
$4.64M +$578K +19,860 +15%
AMC
15
Asset Management Corp
Illinois
$2.98M +$2.9M +99,631 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.68M +$339K +11,654 +15%
CAS
17
Cascadia Advisory Services
Oregon
$2.31M +$2.26M +77,505 New
WS
18
Wedbush Securities
California
$2.24M -$330K -11,335 -13%
AI
19
Atria Investments
North Carolina
$1.96M -$2.83M -97,118 -60%
OIA
20
OneDigital Investment Advisors
Kansas
$1.71M +$147K +5,036 +10%
CA
21
Cambridge Advisors
Nebraska
$1.59M +$74K +2,543 +5%
CAG
22
Csenge Advisory Group
Florida
$1.56M +$1.52M +52,180 New
FAAS
23
First Allied Advisory Services
California
$1.08M +$339K +11,644 +47%
RFN
24
RDA Financial Network
Iowa
$1.06M +$8.44K +290 +0.8%
MAFM
25
Mid Atlantic Financial Management
Pennsylvania
$1.02M +$137K +4,705 +16%

DFEB Hedge Fund Activity: Q2 2020 in Review

58 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF February (DFEB) for Q2 2020, worth a combined $241M — up 29% from $187M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new DFEB positions and 9 closed out — a net gain of 10 holders — while 19 added to existing stakes and 8 trimmed.

The largest buyer was WealthPLAN Partners, opening a new position worth an estimated $15.7M. The largest seller was Gradient Investments, cutting an estimated $36.1M.

  • 58 institutional investors held FT Vest US Equity Deep Buffer ETF February (DFEB) as of Q2 2020, up from 48 in Q1 2020.
  • Funds reported $241M of FT Vest US Equity Deep Buffer ETF February stock for Q2 2020, up 29% quarter-over-quarter.
  • 19 funds opened new FT Vest US Equity Deep Buffer ETF February positions in Q2 2020 and 9 closed out, a net change of +10 holders.
  • The largest FT Vest US Equity Deep Buffer ETF February buyer in Q2 2020 was WealthPLAN Partners, an estimated $15.7M added.
  • The largest FT Vest US Equity Deep Buffer ETF February seller in Q2 2020 was Gradient Investments, an estimated $36.1M sold.

Based on aggregated 13F filings for Q2 2020.