We are live on ! Find out more
DSEP icon

FT Vest US Equity Deep Buffer ETF September
DSEP

39 hedge funds and large institutions have $20.4M invested in FT Vest US Equity Deep Buffer ETF September in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,600% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 1

115% more capital invested

Capital invested by funds: $9.52M → $20.4M (+$10.9M)

70% more funds holding

Funds holding: 23 → 39 (+16)

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

10.35% more ownership

Funds ownership: 24.76% → 35.1% (+10%)

Holders
39
Holders Change
+16
Holders Change %
+69.57%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
10
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.35M
2
WP
WealthSource Partners
California
+$945K
3
CFGS
Concourse Financial Group Securities
Alabama
+$924K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$873K
5
MA
Mutual Advisors
Nebraska
+$747K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$541K
2
Wolverine Trading
Wolverine Trading
Illinois
-$286K
3
DIM
Delta Investment Management
California
-$153K
4
AWM
AE Wealth Management
Kansas
-$118K
5
SCM
Southport Capital Management
Tennessee
-$76.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
26
Mission Financial Group
Nevada
$215K +$156K +4,778 New
APA
27
American Portfolios Advisors
New York
$165K – – –
AF
28
Advisornet Financial
Minnesota
$126K +$65.5K +2,000 +111%
EWM
29
EPG Wealth Management
Georgia
$99K – – –
FPWM
30
FSB Premier Wealth Management
Iowa
$95K +$94.4K +2,885 New
HI
31
Harbour Investments
Wisconsin
$88K -$18.3K -558 -17%
UBS Group
32
UBS Group
Switzerland
$48K +$47.4K +1,448 New
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$21K +$20.4K +622 New
IA
34
IFP Advisors
Florida
$19K +$19K +580 New
IF
35
Integrity Financial
Wyoming
$18K +$17.4K +531 New
SAM
36
Strategic Asset Management
Minnesota
$11K +$4.91K +150 +86%
SCA
37
Snowden Capital Advisors
New York
$3K +$3.27K +100 New
CP
38
Castleview Partners
Texas
$1.54K +$1.67M +51,163 New
Wolverine Trading
39
Wolverine Trading
Illinois
– -$286K -8,906 Closed
1
2