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FT Vest US Equity Buffer ETF December

77 hedge funds and large institutions have $99.8M invested in FT Vest US Equity Buffer ETF December in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $94.9M → $99.8M (+$4.92M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 8077 (-3)

6.75% less ownership

Funds ownership: 42.48%35.73% (-6.8%)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

58% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 31

Holders
77
Holders Change
-3
Holders Change %
-3.75%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
13
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T
26
TRUADVICE
Florida
$881K
Mariner
27
Mariner
Kansas
$850K
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$843K +$805K +23,404 New
PCMC
29
Paragon Capital Management (Colorado)
Colorado
$837K
HI
30
Harbour Investments
Wisconsin
$822K -$802K -23,315 -51%
OC
31
Oppenheimer & Co
New York
$789K -$734K -21,334 -49%
IF
32
Integrity Financial
Wyoming
$770K -$2.82K -82 -0.4%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$751K -$3.54K -103 -0.5%
TF
34
Trek Financial
Arizona
$683K
TLA
35
Tanglewood Legacy Advisors
Texas
$672K -$17.2K -500 -3%
SPIA
36
Steward Partners Investment Advisory
New York
$641K
MA
37
Mutual Advisors
Nebraska
$609K -$250K -7,260 -30%
KPWS
38
Kestra Private Wealth Services
Texas
$565K -$160K -4,655 -23%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$565K -$86K -2,500 -14%
SS
40
Sunbelt Securities
Texas
$434K
NA
41
NewEdge Advisors
Louisiana
$426K
BBPWM
42
Blue Bell Private Wealth Management
Pennsylvania
$416K
FFA
43
Fragasso Financial Advisors
Pennsylvania
$415K
PGWM
44
Pitti Group Wealth Management
New York
$403K -$34 -1 -0%
JP Morgan Chase
45
JP Morgan Chase
New York
$392K +$358K +10,408 +2,182%
CBFP
46
Cedar Brook Financial Partners
Ohio
$375K
CW
47
CreativeOne Wealth
Kansas
$366K -$5.13K -149 -1%
1W
48
1776 Wealth
Georgia
$348K
FA
49
Flagstar Advisors
New York
$343K +$3.23K +94 +1%
AFAS
50
Acorn Financial Advisory Services
Virginia
$341K

FDEC Hedge Fund Activity: Q2 2023 in Review

77 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF December (FDEC) for Q2 2023, worth a combined $99.8M — up 5.2% from $94.9M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of FDEC and 7 opened new positions — a net loss of 3 holders — while 31 trimmed existing stakes and 13 added.

The largest buyer was Naviter Wealth, opening a new position worth an estimated $879K. The largest seller was Truist Financial, cutting an estimated $2.24M.

  • 77 institutional investors held FT Vest US Equity Buffer ETF December (FDEC) as of Q2 2023, down from 80 in Q1 2023.
  • Funds reported $99.8M of FT Vest US Equity Buffer ETF December stock for Q2 2023, up 5.2% quarter-over-quarter.
  • 7 funds opened new FT Vest US Equity Buffer ETF December positions in Q2 2023 and 10 closed out, a net change of -3 holders.
  • The largest FT Vest US Equity Buffer ETF December buyer in Q2 2023 was Naviter Wealth, an estimated $879K added.
  • The largest FT Vest US Equity Buffer ETF December seller in Q2 2023 was Truist Financial, an estimated $2.24M sold.

Based on aggregated 13F filings for Q2 2023.