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FT Vest US Equity Deep Buffer ETF February

77 hedge funds and large institutions have $167M invested in FT Vest US Equity Deep Buffer ETF February in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.63% more ownership

Funds ownership: 55.78%57.41% (+1.6%)

4% more capital invested

Capital invested by funds: $160M → $167M (+$6.62M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 8077 (-3)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

45% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 31

Holders
77
Holders Change
-3
Holders Change %
-3.75%
% of All Funds
1.33%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
5
Increased
17
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APA
1
American Portfolios Advisors
New York
$53.6M -$2.98M -87,667 -5%
OAJ
2
Ogorek Anthony Joseph
New York
$17.7M +$402K +11,834 +2%
AWM
3
AE Wealth Management
Kansas
$12.3M +$12.5M +366,501 +3,465%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.72M +$2.4M +70,678 +43%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$7.08M +$111K +3,262 +2%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$4.79M +$157K +4,609 +3%
Osaic Holdings
7
Osaic Holdings
Arizona
$4.2M +$187K +5,495 +4%
BCM
8
Brookstone Capital Management
Illinois
$4.11M -$545K -16,034 -11%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.9M +$214K +6,284 +6%
CA
10
Cetera Advisors
Colorado
$3.65M -$464K -13,651 -11%
HI
11
Harbour Investments
Wisconsin
$3.56M
AAS
12
Avantax Advisory Services
Texas
$3.21M -$73.1K -2,150 -2%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$3M -$1.56M -45,889 -33%
IWC
14
Integrated Wealth Concepts
Massachusetts
$1.9M -$9.69K -285 -0.5%
SAM
15
Strategic Asset Management
Minnesota
$1.72M +$27.7K +815 +2%
SFG
16
Sovereign Financial Group
Connecticut
$1.38M -$10.1K -296 -0.7%
MA
17
Mutual Advisors
Nebraska
$1.36M +$24.6K +723 +2%
TFS
18
TrustCore Financial Services
Tennessee
$1.33M
1SB
19
1ST Source Bank
Indiana
$1.31M -$242K -7,118 -15%
CP
20
Camelot Portfolios
Ohio
$1.27M -$179K -5,278 -12%
IA
21
IFP Advisors
Florida
$1.25M
KAS
22
Kestra Advisory Services
Texas
$1.24M +$63K +1,852 +5%
Mariner
23
Mariner
Kansas
$1.21M -$31.7K -933 -2%
SPC
24
Sigma Planning Corp
Michigan
$1.2M -$12.6K -371 -1%
VCM
25
Virtue Capital Management
Tennessee
$1.17M +$33.1K +975 +3%

DFEB Hedge Fund Activity: Q3 2022 in Review

77 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF February (DFEB) for Q3 2022, worth a combined $167M — up 4.1% from $160M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of DFEB and 5 opened new positions — a net loss of 2 holders — while 31 trimmed existing stakes and 17 added.

The largest buyer was AE Wealth Management, adding an estimated $12.5M. The largest seller was American Portfolios Advisors, cutting an estimated $2.98M.

  • 77 institutional investors held FT Vest US Equity Deep Buffer ETF February (DFEB) as of Q3 2022, down from 80 in Q2 2022.
  • Funds reported $167M of FT Vest US Equity Deep Buffer ETF February stock for Q3 2022, up 4.1% quarter-over-quarter.
  • 5 funds opened new FT Vest US Equity Deep Buffer ETF February positions in Q3 2022 and 7 closed out, a net change of -2 holders.
  • The largest FT Vest US Equity Deep Buffer ETF February buyer in Q3 2022 was AE Wealth Management, an estimated $12.5M added.
  • The largest FT Vest US Equity Deep Buffer ETF February seller in Q3 2022 was American Portfolios Advisors, an estimated $2.98M sold.

Based on aggregated 13F filings for Q3 2022.