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FT Vest US Equity Buffer ETF December
FDEC

135 hedge funds and large institutions have $325M invested in FT Vest US Equity Buffer ETF December in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 9

56% more capital invested

Capital invested by funds: $209M → $325M (+$116M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

47% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 34

16% more funds holding

Funds holding: 116 → 135 (+19)

6.47% more ownership

Funds ownership: 28.4% → 34.87% (+6.5%)

Holders
135
Holders Change
+19
Holders Change %
+16.38%
% of All Funds
1.78%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
31
Increased
50
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$21.1M
2
LPL Financial
LPL Financial
California
+$16.2M
3
BFG
Bouchey Financial Group
New York
+$14.9M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$7.98M
5
MOS
MGO One Seven
Ohio
+$6.86M

Top Sellers

1
SPC
Sigma Planning Corp
Michigan
-$16.3M
2
BIM
Bullseye Investment Management
Ohio
-$2.87M
3
ASN
Advisory Services Network
Georgia
-$1.29M
4
Truist Financial
Truist Financial
North Carolina
-$1.29M
5
Goldman Sachs
Goldman Sachs
New York
-$1.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
26
Stephens Inc
Arkansas
$2.94M -$41.8K -943 -1%
RFG
27
REAP Financial Group
Texas
$2.72M -$636K -14,333 -19%
SPC
28
Sigma Planning Corp
Michigan
$2.53M -$16.3M -368,340 -87%
AWM
29
AE Wealth Management
Kansas
$2.39M -$38.2K -862 -2%
HIS
30
Harvest Investment Services
Illinois
$2.31M +$1.12M +25,308 +95%
NA
31
NewEdge Advisors
Louisiana
$1.72M -$178K -4,019 -9%
MCWS
32
McKinley Carter Wealth Services
West Virginia
$1.56M +$187K +4,215 +14%
ASN
33
Advisory Services Network
Georgia
$1.54M -$1.29M -29,192 -46%
HI
34
Harbour Investments
Wisconsin
$1.46M -$139K -3,130 -9%
TLA
35
Tanglewood Legacy Advisors
Texas
$1.45M +$501K +11,287 +53%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.37M -$158K -3,569 -10%
SA
37
Sanctuary Advisors
Indiana
$1.36M +$371K +8,366 +39%
IP
38
Ignite Planners
California
$1.34M +$1.32M +29,780 New
SPIA
39
Steward Partners Investment Advisory
New York
$1.33M -$10.4K -234 -0.8%
FA
40
Faithward Advisors
Pennsylvania
$1.31M +$320K +7,223 +33%
MC
41
McCarthy & Cox
Ohio
$1.26M – – –
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$1.21M +$307K +6,927 +34%
FPL
43
Fortress Private Ledger
North Carolina
$1.11M +$1.1M +24,884 New
GFG
44
Grantvest Financial Group
New Jersey
$1.07M +$1.07M +24,062 New
IF
45
Integrity Financial
Wyoming
$1.05M +$18K +406 +2%
VBFP
46
Valtinson Bruner Financial Planning
Minnesota
$1.05M +$169K +3,820 +19%
AAS
47
Ameritas Advisory Services
Nebraska
$1.04M -$274K -6,182 -21%
BIM
48
Bullseye Investment Management
Ohio
$980K -$2.87M -64,607 -75%
1W
49
1776 Wealth
Georgia
$961K +$148K +3,333 +18%
Citadel Advisors
50
Citadel Advisors
Florida
$952K +$187K +4,226 +25%
1
2
3 4 5

FDEC Hedge Fund Activity: Q4 2024 in Review

135 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF December (FDEC) for Q4 2024, worth a combined $325M — up 56% from $209M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FDEC positions and 9 closed out — a net gain of 22 holders — while 50 added to existing stakes and 34 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $21.1M. The largest seller was Sigma Planning Corp, cutting an estimated $16.3M.

  • 135 institutional investors held FT Vest US Equity Buffer ETF December (FDEC) as of Q4 2024, up from 116 in Q3 2024.
  • Funds reported $325M of FT Vest US Equity Buffer ETF December stock for Q4 2024, up 56% quarter-over-quarter.
  • 31 funds opened new FT Vest US Equity Buffer ETF December positions in Q4 2024 and 9 closed out, a net change of +22 holders.
  • The largest FT Vest US Equity Buffer ETF December buyer in Q4 2024 was Envestnet Asset Management, an estimated $21.1M added.
  • The largest FT Vest US Equity Buffer ETF December seller in Q4 2024 was Sigma Planning Corp, an estimated $16.3M sold.

Based on aggregated 13F filings for Q4 2024.