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FT Vest US Equity Deep Buffer ETF September

65 hedge funds and large institutions have $77.2M invested in FT Vest US Equity Deep Buffer ETF September in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

16% more funds holding

Funds holding: 5665 (+9)

14% more capital invested

Capital invested by funds: $67.9M → $77.2M (+$9.34M)

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6.07% less ownership

Funds ownership: 45.81%39.74% (-6.1%)

Holders
65
Holders Change
+9
Holders Change %
+16.07%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
19
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
26
Schulz Wealth
Texas
$884K +$848K +24,269 New
CFGS
27
Concourse Financial Group Securities
Alabama
$813K -$135K -3,853 -15%
OBWG
28
Onyx Bridge Wealth Group
New York
$774K -$28K -802 -4%
FPWM
29
FSB Premier Wealth Management
Iowa
$710K -$39.8K -1,138 -6%
MCWS
30
McKinley Carter Wealth Services
West Virginia
$617K
RJFSA
31
Raymond James Financial Services Advisors
Florida
$607K +$125K +3,566 +27%
AWM
32
Apollon Wealth Management
South Carolina
$601K
PCA
33
Prosperity Capital Advisors
Ohio
$568K -$489 -14 -0.1%
SWP
34
Stratos Wealth Partners
Ohio
$486K -$124K -3,551 -21%
SDH
35
Sloy Dahl & Holst
Washington
$467K -$23.1K -660 -5%
SWM
36
Spire Wealth Management
Virginia
$444K +$422K +12,070 New
FCA
37
FinTrust Capital Advisors
South Carolina
$400K
HAS
38
HBW Advisory Services
California
$374K +$359K +10,265 New
TC
39
TownSquare Capital
Utah
$361K -$18.7K -534 -5%
SS
40
Sunbelt Securities
Texas
$361K
FGG
41
Financial Guidance Group
Florida
$361K
CA
42
Cetera Advisors
Colorado
$344K +$113K +3,238 +52%
MML Investors Services
43
MML Investors Services
Massachusetts
$329K +$47.9K +1,369 +18%
MWM
44
Meridian Wealth Management
Kentucky
$327K +$4.89K +140 +2%
TWG
45
The Wealth Group
Minnesota
$322K +$302K +8,640 New
ACMA
46
Arbor Capital Management (Alaska)
Alaska
$319K -$22.8K -652 -7%
BFG
47
Beacon Financial Group
Texas
$255K -$13.5M -386,401 -98%
HighTower Advisors
48
HighTower Advisors
Illinois
$251K -$243K -6,950 -50%
ACM
49
Advance Capital Management
Michigan
$249K -$68.9K -1,972 -22%
DFA
50
DHJJ Financial Advisors
Illinois
$225K -$8.39K -240 -4%

DSEP Hedge Fund Activity: Q4 2023 in Review

65 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF September (DSEP) for Q4 2023, worth a combined $77.2M — up 14% from $67.9M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DSEP positions and 8 closed out — a net gain of 9 holders — while 19 added to existing stakes and 17 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $3.62M. The largest seller was Beacon Financial Group, cutting an estimated $13.5M.

  • 65 institutional investors held FT Vest US Equity Deep Buffer ETF September (DSEP) as of Q4 2023, up from 56 in Q3 2023.
  • Funds reported $77.2M of FT Vest US Equity Deep Buffer ETF September stock for Q4 2023, up 14% quarter-over-quarter.
  • 17 funds opened new FT Vest US Equity Deep Buffer ETF September positions in Q4 2023 and 8 closed out, a net change of +9 holders.
  • The largest FT Vest US Equity Deep Buffer ETF September buyer in Q4 2023 was Kestra Advisory Services, an estimated $3.62M added.
  • The largest FT Vest US Equity Deep Buffer ETF September seller in Q4 2023 was Beacon Financial Group, an estimated $13.5M sold.

Based on aggregated 13F filings for Q4 2023.