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FT Vest US Equity Deep Buffer ETF February

86 hedge funds and large institutions have $183M invested in FT Vest US Equity Deep Buffer ETF February in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 24 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

18% more capital invested

Capital invested by funds: $156M → $183M (+$27.4M)

15% more funds holding

Funds holding: 7586 (+11)

7.53% less ownership

Funds ownership: 63.34%55.81% (-7.5%)

23% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 31

Holders
86
Holders Change
+11
Holders Change %
+14.67%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
21
Increased
24
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APA
1
American Portfolios Advisors
New York
$63.4M -$3.63M -102,872 -5%
OAJ
2
Ogorek Anthony Joseph
New York
$16.7M +$16.4M +465,497 New
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$7.26M +$3.19M +90,515 +81%
BCM
4
Brookstone Capital Management
Illinois
$6.38M +$6.33M +179,573 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.31M +$1.13M +31,973 +22%
CA
6
Cetera Advisors
Colorado
$4.82M -$361K -10,220 -7%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$4.77M +$1.77M +50,241 +61%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$4.56M +$296K +8,392 +7%
Osaic Holdings
9
Osaic Holdings
Arizona
$3.85M -$220K -6,249 -5%
AAS
10
Avantax Advisory Services
Texas
$3.6M +$463K +13,118 +15%
WP
11
WealthPLAN Partners
Nebraska
$3.25M -$4.85M -137,571 -59%
WIM
12
WealthPlan Investment Management
Nebraska
$3.25M +$3.32M +94,155 New
EFL
13
ERn Financial LLC
Wisconsin
$3.2M -$2.06M -58,260 -39%
LPT
14
Legacy Private Trust
Wisconsin
$3.16M -$559K -15,859 -15%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.86M +$253K +7,181 +10%
IWC
16
Integrated Wealth Concepts
Massachusetts
$2.09M
TFS
17
TrustCore Financial Services
Tennessee
$1.8M +$1.16M +32,873 +188%
SAM
18
Strategic Asset Management
Minnesota
$1.8M +$4.94K +140 +0.3%
1SB
19
1ST Source Bank
Indiana
$1.8M +$251K +7,118 +17%
SPC
20
Sigma Planning Corp
Michigan
$1.63M +$44.8K +1,269 +3%
MA
21
Mutual Advisors
Nebraska
$1.57M +$1.55M +43,918 New
SFG
22
Sovereign Financial Group
Connecticut
$1.53M +$756K +21,441 +101%
CP
23
Camelot Portfolios
Ohio
$1.51M -$424K -12,023 -22%
AAS
24
Ameritas Advisory Services
Nebraska
$1.48M -$109K -3,090 -7%
Mariner
25
Mariner
Kansas
$1.43M -$128K -3,624 -8%

DFEB Hedge Fund Activity: Q1 2022 in Review

86 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF February (DFEB) for Q1 2022, worth a combined $183M — up 18% from $156M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new DFEB positions and 8 closed out — a net gain of 13 holders — while 24 added to existing stakes and 31 trimmed.

The largest buyer was Ogorek Anthony Joseph, opening a new position worth an estimated $16.4M. The largest seller was WealthPLAN Partners, cutting an estimated $4.85M.

  • 86 institutional investors held FT Vest US Equity Deep Buffer ETF February (DFEB) as of Q1 2022, up from 75 in Q4 2021.
  • Funds reported $183M of FT Vest US Equity Deep Buffer ETF February stock for Q1 2022, up 18% quarter-over-quarter.
  • 21 funds opened new FT Vest US Equity Deep Buffer ETF February positions in Q1 2022 and 8 closed out, a net change of +13 holders.
  • The largest FT Vest US Equity Deep Buffer ETF February buyer in Q1 2022 was Ogorek Anthony Joseph, an estimated $16.4M added.
  • The largest FT Vest US Equity Deep Buffer ETF February seller in Q1 2022 was WealthPLAN Partners, an estimated $4.85M sold.

Based on aggregated 13F filings for Q1 2022.