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FT Vest US Equity Deep Buffer ETF February

87 hedge funds and large institutions have $126M invested in FT Vest US Equity Deep Buffer ETF February in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

4% more funds holding

Funds holding: 8487 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 27

1.8% less ownership

Funds ownership: 51.37%49.58% (-1.8%)

26% less capital invested

Capital invested by funds: $171M → $126M (-$44.6M)

Holders
87
Holders Change
+3
Holders Change %
+3.57%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
26
Reduced
27
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$20.2M +$4.11M +123,365 +26%
OAJ
2
Ogorek Anthony Joseph
New York
$14.9M +$283K +8,500 +2%
Osaic Holdings
3
Osaic Holdings
Arizona
$10.2M -$46.4M -1,392,589 -82%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.36M +$3.14M +94,403 +76%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$5.11M -$1.02M -30,688 -17%
HI
6
Harbour Investments
Wisconsin
$4.36M +$814K +24,462 +23%
BCM
7
Brookstone Capital Management
Illinois
$4.26M +$239K +7,191 +6%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.63M +$313K +9,413 +10%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$3.61M -$418K -12,546 -10%
AAS
10
Avantax Advisory Services
Texas
$3.29M -$16.3K -491 -0.5%
CP
11
Camelot Portfolios
Ohio
$2.48M +$125K +3,765 +5%
CW
12
CreativeOne Wealth
Kansas
$1.98M +$46.5K +1,396 +2%
MA
13
Mutual Advisors
Nebraska
$1.96M +$638K +19,177 +49%
AI
14
Atria Investments
North Carolina
$1.83M +$605K +18,166 +50%
IWC
15
Integrated Wealth Concepts
Massachusetts
$1.75M -$204K -6,127 -11%
CAN
16
Cetera Advisor Networks
California
$1.66M +$731K +21,961 +80%
CCFM
17
Clear Creek Financial Management
Washington
$1.53M +$1.1M +33,135 +265%
OMC
18
Old Mission Capital
Illinois
$1.43M +$695K +20,867 +96%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$1.37M +$1.36M +40,819 New
KAS
20
Kestra Advisory Services
Texas
$1.35M +$244K +7,322 +22%
1SB
21
1ST Source Bank
Indiana
$1.35M
CA
22
Cetera Advisors
Colorado
$1.34M -$304K -9,128 -19%
SF
23
Synovus Financial
Georgia
$1.29M +$143K +4,301 +13%
SFG
24
Sovereign Financial Group
Connecticut
$1.29M -$117K -3,512 -8%
Mariner
25
Mariner
Kansas
$1.28M -$10.6K -318 -0.8%

DFEB Hedge Fund Activity: Q1 2023 in Review

87 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF February (DFEB) for Q1 2023, worth a combined $126M — down 26% from $171M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new DFEB positions and 13 closed out — a net gain of 6 holders — while 26 added to existing stakes and 27 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $4.11M. The largest seller was Osaic Holdings, cutting an estimated $46.4M.

  • 87 institutional investors held FT Vest US Equity Deep Buffer ETF February (DFEB) as of Q1 2023, up from 84 in Q4 2022.
  • Funds reported $126M of FT Vest US Equity Deep Buffer ETF February stock for Q1 2023, down 26% quarter-over-quarter.
  • 19 funds opened new FT Vest US Equity Deep Buffer ETF February positions in Q1 2023 and 13 closed out, a net change of +6 holders.
  • The largest FT Vest US Equity Deep Buffer ETF February buyer in Q1 2023 was AE Wealth Management, an estimated $4.11M added.
  • The largest FT Vest US Equity Deep Buffer ETF February seller in Q1 2023 was Osaic Holdings, an estimated $46.4M sold.

Based on aggregated 13F filings for Q1 2023.