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FT Vest US Equity Buffer ETF April

98 hedge funds and large institutions have $248M invested in FT Vest US Equity Buffer ETF April in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 15 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

35% more capital invested

Capital invested by funds: $183M → $248M (+$64.1M)

21% more funds holding

Funds holding: 8198 (+17)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

0.41% less ownership

Funds ownership: 45.72%45.31% (-0.41%)

62% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 39

Holders
98
Holders Change
+17
Holders Change %
+20.99%
% of All Funds
1.43%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
26
Increased
15
Reduced
39
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$43.1M +$41M +1,231,825 New
AIM
2
Astor Investment Management
Illinois
$23.1M +$22M +661,549 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$20.6M +$16M +480,194 +436%
AI
4
Atria Investments
North Carolina
$19.8M +$5.47M +164,481 +41%
Osaic Holdings
5
Osaic Holdings
Arizona
$15.3M -$1.66M -50,036 -10%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$12.1M -$1.02M -30,536 -8%
SMF
7
Sterling Manor Financial
New York
$10.3M -$111K -3,326 -1%
VBFP
8
Valtinson Bruner Financial Planning
Minnesota
$5.91M -$78.8K -2,369 -1%
OAJ
9
Ogorek Anthony Joseph
New York
$4.63M
LCGC
10
Legacy Capital Group California
California
$4.29M +$4.08M +122,671 New
TLA
11
Tanglewood Legacy Advisors
Texas
$4.12M -$4.16K -125 -0.1%
OIA
12
OneDigital Investment Advisors
Kansas
$4M -$670K -20,141 -15%
RA
13
RiverTree Advisors
Florida
$3.82M +$115K +3,471 +3%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$3.7M -$40K -1,202 -1%
Truist Financial
15
Truist Financial
North Carolina
$3.58M -$243K -7,293 -7%
SAW
16
Signal Advisors Wealth
Michigan
$3.42M +$3.25M +97,808 New
SI
17
Stephens Inc
Arkansas
$3.31M -$243K -7,300 -7%
KAS
18
Kestra Advisory Services
Texas
$3.2M +$1.62M +48,721 +114%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.88M +$74.6K +2,242 +3%
RFG
20
REAP Financial Group
Texas
$2.63M +$2.5M +75,252 New
LPL Financial
21
LPL Financial
California
$2.57M +$251K +7,542 +11%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$2.26M -$70.5K -2,119 -3%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.07M +$51.1K +1,537 +3%
ETIA
24
Epic Trust Investment Advisors
Washington
$2.05M
AWM
25
AE Wealth Management
Kansas
$1.92M -$1.9M -57,053 -51%

FAPR Hedge Fund Activity: Q4 2023 in Review

98 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF April (FAPR) for Q4 2023, worth a combined $248M — up 35% from $183M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FAPR positions and 8 closed out — a net gain of 18 holders — while 15 added to existing stakes and 39 trimmed.

The largest buyer was Wells Fargo, opening a new position worth an estimated $41M. The largest seller was Mason & Associates (California), cutting an estimated $42.9M.

  • 98 institutional investors held FT Vest US Equity Buffer ETF April (FAPR) as of Q4 2023, up from 81 in Q3 2023.
  • Funds reported $248M of FT Vest US Equity Buffer ETF April stock for Q4 2023, up 35% quarter-over-quarter.
  • 26 funds opened new FT Vest US Equity Buffer ETF April positions in Q4 2023 and 8 closed out, a net change of +18 holders.
  • The largest FT Vest US Equity Buffer ETF April buyer in Q4 2023 was Wells Fargo, an estimated $41M added.
  • The largest FT Vest US Equity Buffer ETF April seller in Q4 2023 was Mason & Associates (California), an estimated $42.9M sold.

Based on aggregated 13F filings for Q4 2023.