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FT Vest US Equity Deep Buffer ETF February

95 hedge funds and large institutions have $156M invested in FT Vest US Equity Deep Buffer ETF February in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

70% more capital invested

Capital invested by funds: $91.6M → $156M (+$64.1M)

17% more funds holding

Funds holding: 8195 (+14)

15% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 27

13.39% more ownership

Funds ownership: 41.56%54.95% (+13%)

Holders
95
Holders Change
+14
Holders Change %
+17.28%
% of All Funds
1.37%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
23
Increased
31
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$18M +$17.6M +460,650 New
Osaic Holdings
2
Osaic Holdings
Arizona
$14.5M +$4.82M +126,081 +51%
SAMC
3
Spectrum Asset Management (California)
California
$9.35M +$9.14M +239,116 New
SW
4
SMART Wealth
Nebraska
$8.23M +$8.05M +210,554 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.75M +$1.08M +28,235 +17%
HI
6
Harbour Investments
Wisconsin
$6.58M +$2.09M +54,740 +48%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$6.53M -$1.14M -29,710 -15%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$5.89M +$2.01M +52,484 +54%
BFG
9
Beacon Financial Group
Texas
$5.01M -$172K -4,488 -3%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$4.18M +$785K +20,527 +24%
CA
11
Cetera Advisors
Colorado
$3.67M +$2.13M +55,776 +146%
AWM
12
AE Wealth Management
Kansas
$3.58M +$1.48M +38,783 +74%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$3.56M +$40.1K +1,049 +1%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$3.19M +$2.93M +76,576 +1,579%
IWC
15
Integrated Wealth Concepts
Massachusetts
$2.46M +$96.9K +2,536 +4%
CFCI
16
Comprehensive Financial Consultants Institutional
Indiana
$2.38M +$2.32M +60,801 New
CP
17
Camelot Portfolios
Ohio
$2.23M -$667K -17,445 -23%
AAS
18
Avantax Advisory Services
Texas
$2.14M -$15.3K -400 -0.7%
CAG
19
Csenge Advisory Group
Florida
$2.13M +$15.5K +405 +0.8%
1SB
20
1ST Source Bank
Indiana
$2.08M +$804K +21,036 +65%
RFG
21
REAP Financial Group
Texas
$2.06M +$850K +22,239 +73%
KAS
22
Kestra Advisory Services
Texas
$1.88M +$388K +10,154 +27%
GKWIM
23
Gerber Kawasaki Wealth & Investment Management
California
$1.86M +$1.82M +47,585 New
JP Morgan Chase
24
JP Morgan Chase
New York
$1.85M +$1.81M +47,255 New
Mariner
25
Mariner
Kansas
$1.79M +$528K +13,821 +43%

DFEB Hedge Fund Activity: Q1 2024 in Review

95 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF February (DFEB) for Q1 2024, worth a combined $156M — up 70% from $91.6M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new DFEB positions and 8 closed out — a net gain of 15 holders — while 31 added to existing stakes and 27 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $17.6M. The largest seller was Clear Creek Financial Management, cutting an estimated $1.2M.

  • 95 institutional investors held FT Vest US Equity Deep Buffer ETF February (DFEB) as of Q1 2024, up from 81 in Q4 2023.
  • Funds reported $156M of FT Vest US Equity Deep Buffer ETF February stock for Q1 2024, up 70% quarter-over-quarter.
  • 23 funds opened new FT Vest US Equity Deep Buffer ETF February positions in Q1 2024 and 8 closed out, a net change of +15 holders.
  • The largest FT Vest US Equity Deep Buffer ETF February buyer in Q1 2024 was Raymond James Financial Services Advisors, an estimated $17.6M added.
  • The largest FT Vest US Equity Deep Buffer ETF February seller in Q1 2024 was Clear Creek Financial Management, an estimated $1.2M sold.

Based on aggregated 13F filings for Q1 2024.