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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
Mariner
51
Mariner
Kansas
$218K +$209K +5,975 New
LAM
52
Lifestyle Asset Management
Texas
$205K +$197K +5,622 New
NA
53
NewEdge Advisors
Louisiana
$203K +$195K +5,585 New
AAS
54
Avantax Advisory Services
Texas
$200K -$22.7K -650 -11%
TLA
55
Tanglewood Legacy Advisors
Texas
$125K
PS
56
Principal Securities
Iowa
$76.5K +$73.4K +2,100 New
UBS Group
57
UBS Group
Switzerland
$69.5K +$66.7K +1,909 New
LA
58
LM Advisors
California
$59.4K +$57K +1,630 New
CP
59
Castleview Partners
Texas
$56.4K
NS
60
NBC Securities
Alabama
$56K
IA
61
IFP Advisors
Florida
$35.2K
CFD
62
Creative Financial Designs
Indiana
$32.6K +$31.3K +894 New
BFEC
63
Benjamin F. Edwards & Company
Missouri
$30K
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$16K +$15.3K +437 New
AF
65
Advisornet Financial
Minnesota
$7.29K
PAG
66
Private Advisory Group
Washington
-$3.24M -95,196 Closed
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
-$3.15M -92,406 Closed
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
-$934K -27,420 Closed
AAS
69
Ameritas Advisory Services
Nebraska
-$545K -15,985 Closed
LFG
70
Larson Financial Group
Missouri
-$263K -7,731 Closed
JIP
71
Jaffetilchin Investment Partners
Florida
-$259K -7,600 Closed
JP Morgan Chase
72
JP Morgan Chase
New York
-$160K -4,696 Closed
Wells Fargo
73
Wells Fargo
California
-$7.25K -213 Closed

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.