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FT Vest US Equity Deep Buffer ETF February

102 hedge funds and large institutions have $112M invested in FT Vest US Equity Deep Buffer ETF February in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 47 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

4% more funds holding

Funds holding: 98102 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.8% less ownership

Funds ownership: 46.38%43.57% (-2.8%)

9% less capital invested

Capital invested by funds: $123M → $112M (-$10.7M)

74% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 47

Holders
102
Holders Change
+4
Holders Change %
+4.08%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
12
Reduced
47
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$8.38M +$8.31M +196,250 New
Osaic Holdings
2
Osaic Holdings
Arizona
$7.62M -$8.51M -200,947 -53%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.78M -$1.38M -32,681 -17%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.47M -$511K -12,063 -9%
SAMC
5
Spectrum Asset Management (California)
California
$4.9M -$76.4K -1,805 -2%
BFG
6
Beacon Financial Group
Texas
$4.61M -$272K -6,434 -6%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$3.85M -$375K -8,862 -9%
HI
8
Harbour Investments
Wisconsin
$3.69M -$1.76M -41,543 -32%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.65M -$361K -8,519 -9%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$2.95M -$45.5K -1,075 -2%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$2.81M -$89.6K -2,116 -3%
AWM
12
AE Wealth Management
Kansas
$2.68M -$2.16M -51,101 -45%
IWC
13
Integrated Wealth Concepts
Massachusetts
$2.57M
LI
14
LifeWealth Investments
Florida
$2.31M +$2.29M +54,024 New
RFG
15
REAP Financial Group
Texas
$2.19M -$37.2K -878 -2%
AAS
16
Avantax Advisory Services
Texas
$2.18M -$76.1K -1,798 -3%
KAS
17
Kestra Advisory Services
Texas
$2.18M +$124K +2,926 +6%
Mariner
18
Mariner
Kansas
$2.07M -$6.14K -145 -0.3%
CP
19
Camelot Portfolios
Ohio
$2.07M -$117K -2,764 -5%
AA
20
Armis Advisers
Georgia
$2.06M +$2.04M +48,232 New
LPL Financial
21
LPL Financial
California
$1.82M +$780K +18,425 +76%
GKWIM
22
Gerber Kawasaki Wealth & Investment Management
California
$1.73M -$16.9K -400 -1%
SF
23
Synovus Financial
Georgia
$1.55M -$9.87K -233 -0.6%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$1.34M
MA
25
Mutual Advisors
Nebraska
$1.31M

DFEB Hedge Fund Activity: Q4 2024 in Review

102 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF February (DFEB) for Q4 2024, worth a combined $112M — down 8.7% from $123M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DFEB positions and 6 closed out — a net gain of 7 holders — while 12 added to existing stakes and 47 trimmed.

The largest buyer was LPL Financial, adding an estimated $780K. The largest seller was Osaic Holdings, cutting an estimated $8.51M.

  • 102 institutional investors held FT Vest US Equity Deep Buffer ETF February (DFEB) as of Q4 2024, up from 98 in Q3 2024.
  • Funds reported $112M of FT Vest US Equity Deep Buffer ETF February stock for Q4 2024, down 8.7% quarter-over-quarter.
  • 13 funds opened new FT Vest US Equity Deep Buffer ETF February positions in Q4 2024 and 6 closed out, a net change of +7 holders.
  • The largest FT Vest US Equity Deep Buffer ETF February buyer in Q4 2024 was LPL Financial, an estimated $780K added.
  • The largest FT Vest US Equity Deep Buffer ETF February seller in Q4 2024 was Osaic Holdings, an estimated $8.51M sold.

Based on aggregated 13F filings for Q4 2024.