We are live on ! Find out more
DSEP icon

FT Vest US Equity Deep Buffer ETF September

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.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

263% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 8

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

187% more capital invested

Capital invested by funds: $57M → $163M (+$106M)

24% more funds holding

Funds holding: 5568 (+13)

20.3% more ownership

Funds ownership: 38.14%58.44% (+20%)

Holders
68
Holders Change
+13
Holders Change %
+23.64%
% of All Funds
1.09%
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
Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
1
Summit Financial Wealth Advisors
Louisiana
$45.2M +$44.9M +1,473,792 New
BFG
2
Beacon Financial Group
Texas
$13.7M +$12.5M +412,079 +1,185%
AWM
3
AE Wealth Management
Kansas
$11.3M +$9.77M +320,945 +694%
Osaic Holdings
4
Osaic Holdings
Arizona
$9.09M +$5.9M +193,572 +188%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.48M +$112K +3,668 +1%
PAG
6
Private Advisory Group
Washington
$6.8M +$3.3M +108,263 +95%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.36M +$1.12M +36,790 +27%
MWM
8
Maltin Wealth Management
New Jersey
$5.32M +$715K +23,484 +16%
DIM
9
Delta Investment Management
California
$5.05M -$70.9K -2,328 -1%
ACM
10
Advance Capital Management
Michigan
$4.39M +$4.37M +143,333 New
MML Investors Services
11
MML Investors Services
Massachusetts
$3.59M +$213K +7,001 +6%
Truist Financial
12
Truist Financial
North Carolina
$3.55M +$316K +10,374 +10%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.48M +$1.94M +63,628 +127%
IP
14
Ignite Planners
California
$3.22M +$3.09M +101,360 New
HFM
15
Hartford Financial Management
Connecticut
$3.08M +$3.06M +100,384 New
SG
16
StoneX Group
New York
$3.03M +$2.51M +82,373 +498%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$2.91M +$2.89M +94,908 New
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$2.28M +$1.63M +53,521 +255%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$1.65M +$373K +12,243 +30%
RJA
20
Raymond James & Associates
Florida
$1.51M +$727K +23,858 +94%
MA
21
Mutual Advisors
Nebraska
$1.15M -$60.9K -2,000 -5%
HI
22
Harbour Investments
Wisconsin
$1.14M +$964K +31,644 +568%
PCG
23
Prosperity Consulting Group
Maryland
$1.14M +$22.3K +733 +2%
CCFM
24
Clear Creek Financial Management
Washington
$972K +$965K +31,699 New
CFCI
25
Comprehensive Financial Consultants Institutional
Indiana
$966K +$944 +31 +0.1%