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FT Vest US Equity Buffer ETF April

68 hedge funds and large institutions have $150M invested in FT Vest US Equity Buffer ETF April in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

7% more capital invested

Capital invested by funds: $140M → $150M (+$9.96M)

6.92% more ownership

Funds ownership: 54.52%61.44% (+6.9%)

1% less funds holding

Funds holding: 6968 (-1)

66% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 29

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
1.09%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
8
Increased
10
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAC
1
Mason & Associates (California)
California
$40M -$619K -21,312 -2%
Osaic Holdings
2
Osaic Holdings
Arizona
$14.3M -$1.66M -57,166 -10%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.64M -$2.32M -79,933 -20%
AI
4
Atria Investments
North Carolina
$9.61M -$127K -4,363 -1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.28M -$189K -6,509 -3%
Truist Financial
6
Truist Financial
North Carolina
$5.23M -$450K -15,482 -8%
AWM
7
AE Wealth Management
Kansas
$5.12M +$1.64M +56,316 +47%
VBFP
8
Valtinson Bruner Financial Planning
Minnesota
$5.1M -$82.9K -2,854 -2%
OIA
9
OneDigital Investment Advisors
Kansas
$4.31M -$24.3K -836 -0.6%
OAJ
10
Ogorek Anthony Joseph
New York
$3.93M +$3.91M +134,493 New
SW
11
SMART Wealth
Nebraska
$3.66M +$3.64M +125,187 New
TLA
12
Tanglewood Legacy Advisors
Texas
$3.47M +$3.44M +118,544 New
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$2.62M -$648K -22,325 -20%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.27M -$561K -19,328 -20%
HI
15
Harbour Investments
Wisconsin
$2.04M -$159K -5,477 -7%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.97M +$3.89K +134 +0.2%
ETIA
17
Epic Trust Investment Advisors
Washington
$1.79M -$9.67K -333 -0.5%
LPT
18
Legacy Private Trust
Wisconsin
$1.72M +$1.71M +58,878 New
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$1.57M
KAS
20
Kestra Advisory Services
Texas
$1.36M -$57.4K -1,976 -4%
BRWA
21
B. Riley Wealth Advisors
Florida
$1.28M +$52.3K +1,800 +4%
FPWM
22
FSB Premier Wealth Management
Iowa
$1.13M
RJA
23
Raymond James & Associates
Florida
$1.1M -$1M -34,588 -48%
NA
24
NewEdge Advisors
Louisiana
$875K +$869K +29,934 New
FFA
25
Fragasso Financial Advisors
Pennsylvania
$873K

FAPR Hedge Fund Activity: Q4 2022 in Review

68 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF April (FAPR) for Q4 2022, worth a combined $150M — up 7.1% from $140M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FAPR positions and 7 closed out — a net gain of 1 holder — while 10 added to existing stakes and 29 trimmed.

The largest buyer was Ogorek Anthony Joseph, opening a new position worth an estimated $3.91M. The largest seller was Envestnet Asset Management, cutting an estimated $2.32M.

  • 68 institutional investors held FT Vest US Equity Buffer ETF April (FAPR) as of Q4 2022, down from 69 in Q3 2022.
  • Funds reported $150M of FT Vest US Equity Buffer ETF April stock for Q4 2022, up 7.1% quarter-over-quarter.
  • 8 funds opened new FT Vest US Equity Buffer ETF April positions in Q4 2022 and 7 closed out, a net change of +1 holder.
  • The largest FT Vest US Equity Buffer ETF April buyer in Q4 2022 was Ogorek Anthony Joseph, an estimated $3.91M added.
  • The largest FT Vest US Equity Buffer ETF April seller in Q4 2022 was Envestnet Asset Management, an estimated $2.32M sold.

Based on aggregated 13F filings for Q4 2022.