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FT Vest US Equity Buffer ETF December

69 hedge funds and large institutions have $78.9M invested in FT Vest US Equity Buffer ETF December in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.63% less ownership

Funds ownership: 35.73%27.09% (-8.6%)

10% less funds holding

Funds holding: 7769 (-8)

21% less capital invested

Capital invested by funds: $99.8M → $78.9M (-$20.9M)

80% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 10

90% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 40

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
69
Holders Change
-8
Holders Change %
-10.39%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
2
Increased
4
Reduced
40
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$732K -$2.17K -60 -0.3%
IF
27
Integrity Financial
Wyoming
$720K -$33.1K -915 -4%
OC
28
Oppenheimer & Co
New York
$686K -$87K -2,407 -11%
Mariner
29
Mariner
Kansas
$686K -$148K -4,104 -17%
TF
30
Trek Financial
Arizona
$667K
TLA
31
Tanglewood Legacy Advisors
Texas
$654K -$2.06K -57 -0.3%
NA
32
NewEdge Advisors
Louisiana
$654K +$245K +6,771 +57%
SPIA
33
Steward Partners Investment Advisory
New York
$626K
HI
34
Harbour Investments
Wisconsin
$625K -$183K -5,052 -22%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$539K -$13.2K -365 -2%
MA
36
Mutual Advisors
Nebraska
$525K -$71.4K -1,975 -12%
KPWS
37
Kestra Private Wealth Services
Texas
$500K -$52.8K -1,460 -9%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$472K -$362K -10,005 -43%
BBPWM
39
Blue Bell Private Wealth Management
Pennsylvania
$407K
FFA
40
Fragasso Financial Advisors
Pennsylvania
$405K
SS
41
Sunbelt Securities
Texas
$404K -$20.9K -579 -5%
PGWM
42
Pitti Group Wealth Management
New York
$378K -$16.3K -450 -4%
1W
43
1776 Wealth
Georgia
$340K
FA
44
Flagstar Advisors
New York
$337K +$2.68K +74 +0.8%
CBFP
45
Cedar Brook Financial Partners
Ohio
$335K -$32.1K -889 -9%
AFAS
46
Acorn Financial Advisory Services
Virginia
$329K -$4.41K -122 -1%
SAG
47
SageView Advisory Group
California
$323K
DFA
48
DHJJ Financial Advisors
Illinois
$316K
WS
49
Wedbush Securities
California
$312K
AAS
50
Ameritas Advisory Services
Nebraska
$311K -$18.3K -505 -5%