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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
PWPS
51
Pinnacle Wealth Planning Services
Ohio
$295K +$294K +9,300 New
AAS
52
Avantax Advisory Services
Texas
$278K +$276K +8,742 New
DFA
53
DHJJ Financial Advisors
Illinois
$277K +$201K +6,366 New
SWP
54
Summit Wealth Partners
Florida
$247K
QPW
55
Quantum Private Wealth
Florida
$232K +$32 +1 +0%
SB
56
Strategic Blueprint
Georgia
$224K -$336K -10,640 -60%
FPWM
57
FSB Premier Wealth Management
Iowa
$206K +$205K +6,492 New
SWA
58
SOA Wealth Advisors
New York
$185K +$15.8K +500 +9%
CFGS
59
Concourse Financial Group Securities
Alabama
$139K +$29.8K +943 +27%
CAL
60
Capital Analysts LLC
Pennsylvania
$134K +$19.9K +630 +18%
WWMSC
61
Wagner Wealth Management (South Carolina)
South Carolina
$95.6K -$174K -5,501 -65%
KIA
62
Kraematon Investment Advisors
Massachusetts
$83.4K +$83K +2,625 New
BFEC
63
Benjamin F. Edwards & Company
Missouri
$43K
MCC
64
Money Concepts Capital
Florida
$32.6K +$32.4K +1,025 New
SWM
65
Spire Wealth Management
Virginia
$23K +$22.9K +725 New
Morgan Stanley
66
Morgan Stanley
New York
$15.8K
JP Morgan Chase
67
JP Morgan Chase
New York
$13K +$12.6K +398 New
SFWA
68
Summit Financial Wealth Advisors
Louisiana
-$14.4M -461,342 Closed
CW
69
CreativeOne Wealth
Kansas
-$939K -31,692 Closed
OMC
70
Old Mission Capital
Illinois
-$926K -31,255 Closed
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
-$904K -30,491 Closed
CSPIA
72
Cary Street Partners Investment Advisory
Virginia
-$467K -15,771 Closed
Wolverine Trading
73
Wolverine Trading
Illinois
-$378K -12,611 Closed
PFGIA
74
Patriot Financial Group Insurance Agency
Massachusetts
-$246K -8,306 Closed
GM
75
GeoWealth Management
Illinois
-$224K -7,560 Closed

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.