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FT Vest US Equity Deep Buffer ETF February

84 hedge funds and large institutions have $171M invested in FT Vest US Equity Deep Buffer ETF February in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

9% more funds holding

Funds holding: 7784 (+7)

2% more capital invested

Capital invested by funds: $167M → $171M (+$4.12M)

6.03% less ownership

Funds ownership: 57.41%51.37% (-6%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

47% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 30

Holders
84
Holders Change
+7
Holders Change %
+9.09%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
16
Reduced
30
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$56.5M +$52.4M +1,567,539 +1,220%
AWM
2
AE Wealth Management
Kansas
$15.9M +$3.33M +99,678 +26%
OAJ
3
Ogorek Anthony Joseph
New York
$14.5M -$3.61M -107,936 -20%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$11.2M +$3.36M +100,540 +43%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$6.08M -$1.15M -34,302 -16%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$4.15M +$166K +4,970 +4%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$4M -$895K -26,747 -18%
BCM
8
Brookstone Capital Management
Illinois
$3.97M -$232K -6,937 -6%
HI
9
Harbour Investments
Wisconsin
$3.51M -$73K -2,181 -2%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$3.29M +$229K +6,844 +7%
AAS
11
Avantax Advisory Services
Texas
$3.27M
CP
12
Camelot Portfolios
Ohio
$2.33M +$1.03M +30,894 +79%
IWC
13
Integrated Wealth Concepts
Massachusetts
$1.93M
CW
14
CreativeOne Wealth
Kansas
$1.91M +$1.92M +57,405 New
CA
15
Cetera Advisors
Colorado
$1.63M -$2.1M -62,904 -56%
SFG
16
Sovereign Financial Group
Connecticut
$1.4M -$9.37K -280 -0.7%
TFS
17
TrustCore Financial Services
Tennessee
$1.36M
1SB
18
1ST Source Bank
Indiana
$1.34M
MA
19
Mutual Advisors
Nebraska
$1.31M -$82.3K -2,460 -6%
Mariner
20
Mariner
Kansas
$1.28M +$44.5K +1,331 +4%
IA
21
IFP Advisors
Florida
$1.27M +$21.5K +644 +2%
AI
22
Atria Investments
North Carolina
$1.21M +$126K +3,765 +12%
SF
23
Synovus Financial
Georgia
$1.14M +$17.3K +516 +2%
KAS
24
Kestra Advisory Services
Texas
$1.1M -$163K -4,861 -13%
SPC
25
Sigma Planning Corp
Michigan
$1.07M -$151K -4,523 -12%

DFEB Hedge Fund Activity: Q4 2022 in Review

84 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF February (DFEB) for Q4 2022, worth a combined $171M — up 2.5% from $167M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DFEB positions and 6 closed out — a net gain of 9 holders — while 16 added to existing stakes and 30 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $52.4M. The largest seller was Ogorek Anthony Joseph, cutting an estimated $3.61M.

  • 84 institutional investors held FT Vest US Equity Deep Buffer ETF February (DFEB) as of Q4 2022, up from 77 in Q3 2022.
  • Funds reported $171M of FT Vest US Equity Deep Buffer ETF February stock for Q4 2022, up 2.5% quarter-over-quarter.
  • 15 funds opened new FT Vest US Equity Deep Buffer ETF February positions in Q4 2022 and 6 closed out, a net change of +9 holders.
  • The largest FT Vest US Equity Deep Buffer ETF February buyer in Q4 2022 was Osaic Holdings, an estimated $52.4M added.
  • The largest FT Vest US Equity Deep Buffer ETF February seller in Q4 2022 was Ogorek Anthony Joseph, an estimated $3.61M sold.

Based on aggregated 13F filings for Q4 2022.