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FT Vest US Equity Deep Buffer ETF September

98 hedge funds and large institutions have $136M invested in FT Vest US Equity Deep Buffer ETF September in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

833% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 3

39% more capital invested

Capital invested by funds: $98.2M → $136M (+$37.9M)

29% more funds holding

Funds holding: 7698 (+22)

17% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 23

7.21% more ownership

Funds ownership: 47.78%55% (+7.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
98
Holders Change
+22
Holders Change %
+28.95%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
27
Reduced
23
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$511K +$511K +12,614 New
SDH
52
Sloy Dahl & Holst
Washington
$478K
LSL
53
Legacy Solutions LLC
Pennsylvania
$450K +$449K +11,089 New
ACMA
54
Arbor Capital Management (Alaska)
Alaska
$427K +$17.3K +427 +4%
SW
55
Schulz Wealth
Texas
$403K -$62.7K -1,549 -13%
ACA
56
Aptus Capital Advisors
Alabama
$401K
FGG
57
Financial Guidance Group
Florida
$401K
HighTower Advisors
58
HighTower Advisors
Illinois
$380K +$102K +2,522 +37%
TWG
59
The Wealth Group
Minnesota
$367K +$7.77K +192 +2%
SEIA
60
Signature Estate & Investment Advisors
California
$364K +$363K +8,971 New
Jane Street
61
Jane Street
New York
$316K -$532K -13,147 -63%
TWM
62
TCFG Wealth Management
California
$309K -$9.19K -227 -3%
BTWM
63
Brass Tax Wealth Management
Ohio
$279K -$405 -10 -0.1%
MWM
64
Meridian Wealth Management
Kentucky
$272K -$9.72K -240 -3%
GFG
65
Grantvest Financial Group
New Jersey
$248K +$247K +6,109 New
SS
66
Sunbelt Securities
Texas
$246K
CIG
67
Cascade Investment Group
Colorado
$228K +$227K +5,616 New
Wolverine Trading
68
Wolverine Trading
Illinois
$221K +$220K +5,446 New
Envestnet Portfolio Solutions
69
Envestnet Portfolio Solutions
Illinois
$216K +$216K +5,335 New
FHC
70
First Heartland Consultants
Missouri
$209K +$209K +5,159 New
PSCM
71
Per Stirling Capital Management
Texas
$209K -$2.92K -72 -1%
PCM
72
Presidio Capital Management
California
$201K +$201K +4,961 New
Barclays
73
Barclays
United Kingdom
$196K +$53.6K +1,323 +38%
CF
74
Centaurus Financial
California
$180K +$180K +4,441 New
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$173K +$96.9K +2,393 +128%

DSEP Hedge Fund Activity: Q4 2024 in Review

98 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF September (DSEP) for Q4 2024, worth a combined $136M — up 39% from $98.2M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DSEP positions and 3 closed out — a net gain of 25 holders — while 27 added to existing stakes and 23 trimmed.

The largest buyer was REAP Financial Group, adding an estimated $1.57M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.3M sold.

  • 98 institutional investors held FT Vest US Equity Deep Buffer ETF September (DSEP) as of Q4 2024, up from 76 in Q3 2024.
  • Funds reported $136M of FT Vest US Equity Deep Buffer ETF September stock for Q4 2024, up 39% quarter-over-quarter.
  • 28 funds opened new FT Vest US Equity Deep Buffer ETF September positions in Q4 2024 and 3 closed out, a net change of +25 holders.
  • The largest FT Vest US Equity Deep Buffer ETF September buyer in Q4 2024 was REAP Financial Group, an estimated $1.57M added.
  • The largest FT Vest US Equity Deep Buffer ETF September seller in Q4 2024 was Susquehanna International Group, an estimated $2.3M sold.

Based on aggregated 13F filings for Q4 2024.