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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 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $150M → $150M (+$22.7K)

0% more funds holding

Funds holding: 6868 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

8% less ownership

Funds ownership: 61.44%53.44% (-8%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

57% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 35

Holders
68
Holders Change
Holders Change %
0%
% of All Funds
1.08%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
8
Increased
15
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAC
1
Mason & Associates (California)
California
$41.7M -$532K -17,596 -1%
Osaic Holdings
2
Osaic Holdings
Arizona
$14.6M -$520K -17,208 -4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.3M +$152K +5,028 +2%
AI
4
Atria Investments
North Carolina
$10.2M +$89.7K +2,969 +0.9%
AWM
5
AE Wealth Management
Kansas
$5.49M +$78.5K +2,599 +1%
Truist Financial
6
Truist Financial
North Carolina
$5.26M -$256K -8,457 -5%
VBFP
7
Valtinson Bruner Financial Planning
Minnesota
$5.21M -$81.1K -2,683 -2%
OIA
8
OneDigital Investment Advisors
Kansas
$4.24M -$307K -10,171 -7%
OAJ
9
Ogorek Anthony Joseph
New York
$4.15M
TLA
10
Tanglewood Legacy Advisors
Texas
$3.64M -$20K -661 -0.6%
SW
11
SMART Wealth
Nebraska
$3.31M -$542K -17,924 -14%
T
12
TRUADVICE
Florida
$2.93M +$2.27M +75,058 +406%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.1M -$289K -9,552 -12%
NA
14
NewEdge Advisors
Louisiana
$2.05M +$1.11M +36,580 +122%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$1.97M -$778K -25,753 -29%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.93M -$148K -4,910 -7%
HI
17
Harbour Investments
Wisconsin
$1.88M -$267K -8,845 -13%
CW
18
CreativeOne Wealth
Kansas
$1.79M +$1.75M +58,026 New
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$1.59M -$69.5K -2,300 -4%
TC
20
TownSquare Capital
Utah
$1.46M +$725K +23,986 +103%
KAS
21
Kestra Advisory Services
Texas
$1.41M -$18.3K -605 -1%
LPL Financial
22
LPL Financial
California
$1.3M +$701K +23,185 +124%
FPWM
23
FSB Premier Wealth Management
Iowa
$1.14M -$58.1K -1,923 -5%
BRWA
24
B. Riley Wealth Advisors
Florida
$926K -$420K -13,900 -32%
FFA
25
Fragasso Financial Advisors
Pennsylvania
$922K

FAPR Hedge Fund Activity: Q1 2023 in Review

68 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF April (FAPR) for Q1 2023, worth a combined $150M — up 0.02% from $150M a quarter earlier.

Fund positioning in FAPR was balanced in Q1 2023: 8 funds opened new positions, 8 closed out, 15 added to existing stakes and 35 trimmed.

The largest buyer was TRUADVICE, adding an estimated $2.27M. The largest seller was Epic Trust Investment Advisors, exiting entirely with an estimated $1.79M sold.

  • 68 institutional investors held FT Vest US Equity Buffer ETF April (FAPR) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $150M of FT Vest US Equity Buffer ETF April stock for Q1 2023, up 0.02% quarter-over-quarter.
  • 8 funds opened new FT Vest US Equity Buffer ETF April positions in Q1 2023 and 8 closed out, a net change of 0 holders.
  • The largest FT Vest US Equity Buffer ETF April buyer in Q1 2023 was TRUADVICE, an estimated $2.27M added.
  • The largest FT Vest US Equity Buffer ETF April seller in Q1 2023 was Epic Trust Investment Advisors, an estimated $1.79M sold.

Based on aggregated 13F filings for Q1 2023.