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FT Vest US Equity Buffer ETF December

80 hedge funds and large institutions have $94.9M invested in FT Vest US Equity Buffer ETF December in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

50% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 18

35% more capital invested

Capital invested by funds: $70.4M → $94.9M (+$24.5M)

19% more funds holding

Funds holding: 6780 (+13)

6.08% more ownership

Funds ownership: 36.4%42.48% (+6.1%)

Holders
80
Holders Change
+13
Holders Change %
+19.4%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
27
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$794K +$132K +4,028 +21%
PCMC
27
Paragon Capital Management (Colorado)
Colorado
$782K
IF
28
Integrity Financial
Wyoming
$723K +$120K +3,655 +21%
MML Investors Services
29
MML Investors Services
Massachusetts
$715K -$231K -7,030 -25%
LPL Financial
30
LPL Financial
California
$712K -$35.6K -1,082 -5%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$705K -$210K -6,388 -23%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$700K +$84.8K +2,578 +14%
KPWS
33
Kestra Private Wealth Services
Texas
$685K +$146K +4,430 +28%
TLA
34
Tanglewood Legacy Advisors
Texas
$645K +$77K +2,340 +14%
TF
35
Trek Financial
Arizona
$638K -$15.6K -473 -2%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$612K +$203K +6,166 +51%
SPIA
37
Steward Partners Investment Advisory
New York
$599K
ACG
38
Allen Capital Group
Nebraska
$561K +$548K +16,676 New
AIC
39
Archer Investment Corporation
Indiana
$437K -$111K -3,374 -21%
SS
40
Sunbelt Securities
Texas
$402K
NA
41
NewEdge Advisors
Louisiana
$398K +$389K +11,825 New
BBPWM
42
Blue Bell Private Wealth Management
Pennsylvania
$389K -$22.9K -697 -6%
FFA
43
Fragasso Financial Advisors
Pennsylvania
$387K
PGWM
44
Pitti Group Wealth Management
New York
$376K +$368K +11,179 New
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$370K +$362K +11,000 New
CBFP
46
Cedar Brook Financial Partners
Ohio
$351K -$19.9K -604 -5%
CW
47
CreativeOne Wealth
Kansas
$347K +$339K +10,292 New
Wolverine Trading
48
Wolverine Trading
Illinois
$341K +$337K +10,248 New
AAS
49
Ameritas Advisory Services
Nebraska
$330K -$232K -7,065 -42%
1W
50
1776 Wealth
Georgia
$325K

FDEC Hedge Fund Activity: Q1 2023 in Review

80 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF December (FDEC) for Q1 2023, worth a combined $94.9M — up 35% from $70.4M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FDEC positions and 6 closed out — a net gain of 15 holders — while 27 added to existing stakes and 18 trimmed.

The largest buyer was Legacy CG, opening a new position worth an estimated $9.09M. The largest seller was Cetera Advisors, cutting an estimated $1.68M.

  • 80 institutional investors held FT Vest US Equity Buffer ETF December (FDEC) as of Q1 2023, up from 67 in Q4 2022.
  • Funds reported $94.9M of FT Vest US Equity Buffer ETF December stock for Q1 2023, up 35% quarter-over-quarter.
  • 21 funds opened new FT Vest US Equity Buffer ETF December positions in Q1 2023 and 6 closed out, a net change of +15 holders.
  • The largest FT Vest US Equity Buffer ETF December buyer in Q1 2023 was Legacy CG, an estimated $9.09M added.
  • The largest FT Vest US Equity Buffer ETF December seller in Q1 2023 was Cetera Advisors, an estimated $1.68M sold.

Based on aggregated 13F filings for Q1 2023.