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FT Vest US Equity Buffer ETF April

113 hedge funds and large institutions have $158M invested in FT Vest US Equity Buffer ETF April in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 17 increasing their positions, 43 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

14% more funds holding

Funds holding: 99113 (+14)

1% more capital invested

Capital invested by funds: $157M → $158M (+$855K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.62% less ownership

Funds ownership: 23.72%22.1% (-1.6%)

60% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 43

Holders
113
Holders Change
+14
Holders Change %
+14.14%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
17
Reduced
43
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$10M +$9.95M +242,650 New
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$9.03M +$237K +5,790 +3%
Osaic Holdings
3
Osaic Holdings
Arizona
$7.58M -$992K -24,194 -12%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.25M -$696K -16,976 -9%
MC
5
McCarthy & Cox
Ohio
$7.04M -$19.6K -478 -0.3%
VBFP
6
Valtinson Bruner Financial Planning
Minnesota
$6.6M -$166K -4,057 -2%
SAW
7
Signal Advisors Wealth
Michigan
$5.9M -$341K -8,320 -5%
SI
8
Stephens Inc
Arkansas
$5.24M -$170K -4,141 -3%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$4.9M +$376K +9,164 +8%
OAJ
10
Ogorek Anthony Joseph
New York
$4.85M
TLA
11
Tanglewood Legacy Advisors
Texas
$4.82M -$26.8K -655 -0.6%
AssetMark Inc
12
AssetMark Inc
California
$4.82M +$1.7M +41,439 +55%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$4.39M -$141K -3,438 -3%
RFG
14
REAP Financial Group
Texas
$3.95M -$90.2K -2,200 -2%
FWM
15
Foguth Wealth Management
Michigan
$3.86M -$1.51M -36,755 -29%
LPL Financial
16
LPL Financial
California
$3.86M -$322K -7,844 -8%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$3.81M +$674K +16,444 +22%
AA
18
Armis Advisers
Georgia
$3.72M +$3.69M +90,018 New
KAS
19
Kestra Advisory Services
Texas
$3.54M +$146K +3,572 +4%
OIA
20
OneDigital Investment Advisors
Kansas
$2.95M -$1.07M -26,138 -27%
MFN
21
Midwest Financial Network
Illinois
$1.93M +$1.92M +46,781 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.91M -$104K -2,529 -5%
Truist Financial
23
Truist Financial
North Carolina
$1.78M -$2.44M -59,605 -58%
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$1.71M -$28.6K -699 -2%
RA
25
RiverTree Advisors
Florida
$1.64M -$2.2M -53,687 -58%

FAPR Hedge Fund Activity: Q4 2024 in Review

113 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF April (FAPR) for Q4 2024, worth a combined $158M — up 0.55% from $157M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FAPR positions and 7 closed out — a net gain of 16 holders — while 17 added to existing stakes and 43 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $1.7M. The largest seller was Bullseye Investment Management, cutting an estimated $3.22M.

  • 113 institutional investors held FT Vest US Equity Buffer ETF April (FAPR) as of Q4 2024, up from 99 in Q3 2024.
  • Funds reported $158M of FT Vest US Equity Buffer ETF April stock for Q4 2024, up 0.55% quarter-over-quarter.
  • 23 funds opened new FT Vest US Equity Buffer ETF April positions in Q4 2024 and 7 closed out, a net change of +16 holders.
  • The largest FT Vest US Equity Buffer ETF April buyer in Q4 2024 was AssetMark Inc, an estimated $1.7M added.
  • The largest FT Vest US Equity Buffer ETF April seller in Q4 2024 was Bullseye Investment Management, an estimated $3.22M sold.

Based on aggregated 13F filings for Q4 2024.