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FT Vest US Equity Deep Buffer ETF November

89 hedge funds and large institutions have $207M invested in FT Vest US Equity Deep Buffer ETF November in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 28

1% more funds holding

Funds holding: 8889 (+1)

5% less capital invested

Capital invested by funds: $219M → $207M (-$11.1M)

13.35% less ownership

Funds ownership: 64.77%51.42% (-13%)

Holders
89
Holders Change
+1
Holders Change %
+1.14%
% of All Funds
1.53%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
8
Increased
31
Reduced
28
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$19M -$8.06M -245,148 -30%
Osaic Holdings
2
Osaic Holdings
Arizona
$16.8M +$12.8M +390,931 +314%
AA
3
Altman Advisors
Illinois
$16.3M -$444K -13,504 -3%
OAJ
4
Ogorek Anthony Joseph
New York
$10.8M
APA
5
American Portfolios Advisors
New York
$9.81M -$163K -4,972 -2%
HighTower Advisors
6
HighTower Advisors
Illinois
$9.39M +$210K +6,379 +2%
KWS
7
Keystone Wealth Services
California
$8.3M -$2.35M -71,431 -22%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$7.33M +$1.58M +47,992 +27%
CA
9
Cetera Advisors
Colorado
$6.71M -$440K -13,375 -6%
GSAM
10
Grant Street Asset Management
Pennsylvania
$6.51M -$12.5M -379,500 -65%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$5.61M -$8.61K -262 -0.2%
KAS
12
Kestra Advisory Services
Texas
$5.49M -$16.3K -497 -0.3%
WEG
13
World Equity Group
Illinois
$5.32M +$5.38M +163,651 New
BFG
14
Beacon Financial Group
Texas
$5.08M +$142K +4,328 +3%
IA
15
IFP Advisors
Florida
$4.79M +$36.6K +1,115 +0.7%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$4.34M +$229K +6,962 +6%
BCM
17
Brookstone Capital Management
Illinois
$4.14M -$479K -14,577 -10%
IWC
18
Integrated Wealth Concepts
Massachusetts
$3.43M +$14.8K +449 +0.4%
DLHL
19
Donald L. Hagan LLC
Florida
$3.37M -$85K -2,585 -2%
CCFM
20
Clear Creek Financial Management
Washington
$2.94M +$154K +4,691 +5%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$2.9M +$325K +9,897 +12%
AI
22
Atria Investments
North Carolina
$2.88M +$7K +213 +0.2%
CFCI
23
Comprehensive Financial Consultants Institutional
Indiana
$2.73M +$373K +11,342 +16%
AWS
24
Atria Wealth Solutions
New York
$2.47M +$1.48M +44,987 +145%
Mariner
25
Mariner
Kansas
$2.33M -$87.4K -2,659 -4%

DNOV Hedge Fund Activity: Q3 2022 in Review

89 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF November (DNOV) for Q3 2022, worth a combined $207M — down 5.1% from $219M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DNOV positions and 6 closed out — a net gain of 2 holders — while 31 added to existing stakes and 28 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $12.8M. The largest seller was First Heartland Consultants, cutting an estimated $23.4M.

  • 89 institutional investors held FT Vest US Equity Deep Buffer ETF November (DNOV) as of Q3 2022, up from 88 in Q2 2022.
  • Funds reported $207M of FT Vest US Equity Deep Buffer ETF November stock for Q3 2022, down 5.1% quarter-over-quarter.
  • 8 funds opened new FT Vest US Equity Deep Buffer ETF November positions in Q3 2022 and 6 closed out, a net change of +2 holders.
  • The largest FT Vest US Equity Deep Buffer ETF November buyer in Q3 2022 was Osaic Holdings, an estimated $12.8M added.
  • The largest FT Vest US Equity Deep Buffer ETF November seller in Q3 2022 was First Heartland Consultants, an estimated $23.4M sold.

Based on aggregated 13F filings for Q3 2022.