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FT Vest US Equity Buffer ETF April

81 hedge funds and large institutions have $202M invested in FT Vest US Equity Buffer ETF April in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

75% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 20

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

35% more capital invested

Capital invested by funds: $150M → $202M (+$52.3M)

19% more funds holding

Funds holding: 6881 (+13)

0.79% less ownership

Funds ownership: 53.44%52.65% (-0.79%)

Holders
81
Holders Change
+13
Holders Change %
+19.12%
% of All Funds
1.27%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
20
Increased
35
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAC
1
Mason & Associates (California)
California
$44M -$285K -9,032 -0.7%
Osaic Holdings
2
Osaic Holdings
Arizona
$15.7M +$167K +5,289 +1%
AI
3
Atria Investments
North Carolina
$13.1M +$2.09M +66,363 +20%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$12.9M +$6.83M +216,558 +123%
SMF
5
Sterling Manor Financial
New York
$9.51M +$9.13M +289,762 New
WAP
6
Wealthcare Advisory Partners
Pennsylvania
$6.76M +$6.49M +206,031 New
VBFP
7
Valtinson Bruner Financial Planning
Minnesota
$5.64M +$104K +3,299 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$5.11M -$5.64M -178,965 -53%
AWM
9
AE Wealth Management
Kansas
$4.85M -$943K -29,917 -17%
OIA
10
OneDigital Investment Advisors
Kansas
$4.6M +$97.7K +3,100 +2%
OAJ
11
Ogorek Anthony Joseph
New York
$4.42M +$3.5K +111 +0.1%
RA
12
RiverTree Advisors
Florida
$4.41M +$4.23M +134,358 New
T
13
TRUADVICE
Florida
$4.2M +$1.07M +33,809 +36%
TLA
14
Tanglewood Legacy Advisors
Texas
$3.87M
Truist Financial
15
Truist Financial
North Carolina
$3.52M -$1.99M -63,023 -37%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$3.51M +$1.75M +55,658 +108%
SI
17
Stephens Inc
Arkansas
$3.49M +$3.35M +106,400 New
GWM
18
GDS Wealth Management
Texas
$2.78M +$2.67M +84,661 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.72M +$467K +14,810 +22%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.44M +$373K +11,835 +19%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$2.24M +$2.15M +68,147 New
KAS
22
Kestra Advisory Services
Texas
$2.18M +$649K +20,590 +45%
SW
23
SMART Wealth
Nebraska
$2.14M -$1.33M -42,111 -39%
ETIA
24
Epic Trust Investment Advisors
Washington
$1.95M +$1.88M +59,508 New
NA
25
NewEdge Advisors
Louisiana
$1.88M -$290K -9,195 -14%

FAPR Hedge Fund Activity: Q2 2023 in Review

81 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF April (FAPR) for Q2 2023, worth a combined $202M — up 35% from $150M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FAPR positions and 7 closed out — a net gain of 13 holders — while 35 added to existing stakes and 20 trimmed.

The largest buyer was Sterling Manor Financial, opening a new position worth an estimated $9.13M. The largest seller was Envestnet Asset Management, cutting an estimated $5.64M.

  • 81 institutional investors held FT Vest US Equity Buffer ETF April (FAPR) as of Q2 2023, up from 68 in Q1 2023.
  • Funds reported $202M of FT Vest US Equity Buffer ETF April stock for Q2 2023, up 35% quarter-over-quarter.
  • 20 funds opened new FT Vest US Equity Buffer ETF April positions in Q2 2023 and 7 closed out, a net change of +13 holders.
  • The largest FT Vest US Equity Buffer ETF April buyer in Q2 2023 was Sterling Manor Financial, an estimated $9.13M added.
  • The largest FT Vest US Equity Buffer ETF April seller in Q2 2023 was Envestnet Asset Management, an estimated $5.64M sold.

Based on aggregated 13F filings for Q2 2023.