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FT Vest US Equity Deep Buffer ETF September
DSEP

Overview Fund Activity

68 hedge funds and large institutions have $163M invested in FT Vest US Equity Deep Buffer ETF September in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
68
Holders Change
+13
Holders Change %
+23.64%
% of All Funds
1.1%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
18
Increased
29
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFWA
1
Summit Financial Wealth Advisors
Louisiana
$45.2M
2
BFG
2
Beacon Financial Group
Texas
$13.7M
3
AWM
3
AE Wealth Management
Kansas
$11.3M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$9.09M
5
ACM
5
Advance Capital Management
Michigan
$4.39M

Top Sellers

1
OBWG
1
Onyx Bridge Wealth Group
New York
$0
2
Jane Street
2
Jane Street
New York
$510K
3
SF
3
Synovus Financial
Georgia
$0
4
TCM
4
Triumph Capital Management
Colorado
$0
5
MWM
5
Meridian Wealth Management
Kentucky
$355K
Name Market Value Shares Shares
Change 		Shares
Change %
SFWA
1
Summit Financial Wealth Advisors
Louisiana
$45.2M 1,473,792 +1,473,792 New
BFG
2
Beacon Financial Group
Texas
$13.7M 446,867 +412,079 +1,185%
AWM
3
AE Wealth Management
Kansas
$11.3M 367,196 +320,945 +694%
Osaic Holdings
4
Osaic Holdings
Arizona
$9.09M 296,525 +193,572 +188%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.48M 276,543 +3,668 +1%
PAG
6
Private Advisory Group
Washington
$6.8M 221,873 +108,263 +95%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.36M 175,038 +36,790 +27%
MWM
8
Maltin Wealth Management
New Jersey
$5.32M 173,504 +23,484 +16%
DIM
9
Delta Investment Management
California
$5.05M 164,623 -2,328 -1%
ACM
10
Advance Capital Management
Michigan
$4.39M 143,333 +143,333 New
MML Investors Services
11
MML Investors Services
Massachusetts
$3.59M 117,200 +7,001 +6%
Truist Financial
12
Truist Financial
North Carolina
$3.55M 115,914 +10,374 +10%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.48M 113,665 +63,628 +127%
IP
14
Ignite Planners
California
$3.22M 101,360 +101,360 New
HFM
15
Hartford Financial Management
Connecticut
$3.08M 100,384 +100,384 New
SG
16
StoneX Group
New York
$3.03M 98,928 +82,373 +498%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$2.91M 94,908 +94,908 New
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$2.28M 74,545 +53,521 +255%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$1.65M 53,696 +12,243 +30%
RJA
20
Raymond James & Associates
Florida
$1.51M 49,334 +23,858 +94%
MA
21
Mutual Advisors
Nebraska
$1.15M 37,644 -2,000 -5%
HI
22
Harbour Investments
Wisconsin
$1.14M 37,220 +31,644 +568%
PCG
23
Prosperity Consulting Group
Maryland
$1.14M 37,185 +733 +2%
CCFM
24
Clear Creek Financial Management
Washington
$972K 31,699 +31,699 New
CFCI
25
Comprehensive Financial Consultants Institutional
Indiana
$966K 30,941 +31 +0.1%
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