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FT Vest US Equity Buffer ETF December

67 hedge funds and large institutions have $70.4M invested in FT Vest US Equity Buffer ETF December in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 31 increasing their positions, 7 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 7

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

18% more funds holding

Funds holding: 5767 (+10)

0.52% less ownership

Funds ownership: 36.92%36.4% (-0.52%)

9% less capital invested

Capital invested by funds: $77.3M → $70.4M (-$6.86M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
67
Holders Change
+10
Holders Change %
+17.54%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
31
Reduced
7
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$706K +$449K +14,194 +177%
Mariner
27
Mariner
Kansas
$621K +$200K +6,329 +48%
TF
28
Trek Financial
Arizona
$617K +$614K +19,425 New
SG
29
StoneX Group
New York
$587K +$48.1K +1,522 +9%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$578K +$2.94K +93 +0.5%
IF
31
Integrity Financial
Wyoming
$566K +$320K +10,128 +132%
SPIA
32
Steward Partners Investment Advisory
New York
$565K +$562K +17,794 New
FHC
33
First Heartland Consultants
Missouri
$547K +$229K +7,251 +73%
AAS
34
Ameritas Advisory Services
Nebraska
$535K +$48.2K +1,525 +10%
TLA
35
Tanglewood Legacy Advisors
Texas
$534K +$531K +16,815 New
CAN
36
Cetera Advisor Networks
California
$532K +$193K +6,114 +58%
AIC
37
Archer Investment Corporation
Indiana
$520K +$353K +11,160 +215%
IA
38
IFP Advisors
Florida
$507K +$45.9K +1,451 +9%
KPWS
39
Kestra Private Wealth Services
Texas
$505K +$503K +15,905 New
Citadel Advisors
40
Citadel Advisors
Florida
$453K +$51.1K +1,617 +13%
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
$389K +$233K +7,378 +151%
SS
42
Sunbelt Securities
Texas
$383K
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$381K +$166K +5,243 +78%
FFA
44
Fragasso Financial Advisors
Pennsylvania
$365K +$364K +11,505 New
CBFP
45
Cedar Brook Financial Partners
Ohio
$350K -$288K -9,107 -45%
BOTW
46
Bank of the West
California
$349K +$348K +11,000 New
WS
47
Wedbush Securities
California
$309K -$2.02K -64 -0.7%
1W
48
1776 Wealth
Georgia
$306K
MOS
49
MGO One Seven
Ohio
$300K +$298K +9,435 New
FA
50
Flagstar Advisors
New York
$299K +$298K +9,420 New

FDEC Hedge Fund Activity: Q4 2022 in Review

67 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF December (FDEC) for Q4 2022, worth a combined $70.4M — down 8.9% from $77.3M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FDEC positions and 11 closed out — a net gain of 12 holders — while 31 added to existing stakes and 7 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $7.95M. The largest seller was Summit Financial Wealth Advisors, exiting entirely with an estimated $14.4M sold.

  • 67 institutional investors held FT Vest US Equity Buffer ETF December (FDEC) as of Q4 2022, up from 57 in Q3 2022.
  • Funds reported $70.4M of FT Vest US Equity Buffer ETF December stock for Q4 2022, down 8.9% quarter-over-quarter.
  • 23 funds opened new FT Vest US Equity Buffer ETF December positions in Q4 2022 and 11 closed out, a net change of +12 holders.
  • The largest FT Vest US Equity Buffer ETF December buyer in Q4 2022 was Truist Financial, an estimated $7.95M added.
  • The largest FT Vest US Equity Buffer ETF December seller in Q4 2022 was Summit Financial Wealth Advisors, an estimated $14.4M sold.

Based on aggregated 13F filings for Q4 2022.