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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
FHC
51
First Heartland Consultants
Missouri
$321K -$253K -7,698 -45%
AFAS
52
Acorn Financial Advisory Services
Virginia
$319K +$312K +9,475 New
MOS
53
MGO One Seven
Ohio
$318K
FA
54
Flagstar Advisors
New York
$317K
PWPS
55
Pinnacle Wealth Planning Services
Ohio
$313K
DFA
56
DHJJ Financial Advisors
Illinois
$302K +$85.8K +2,610 +41%
WS
57
Wedbush Securities
California
$298K -$28.4K -864 -9%
HighTower Advisors
58
HighTower Advisors
Illinois
$291K +$285K +8,655 New
FPWM
59
FSB Premier Wealth Management
Iowa
$262K +$42.8K +1,300 +20%
SWP
60
Summit Wealth Partners
Florida
$259K -$3.29K -100 -1%
AWS
61
Atria Wealth Solutions
New York
$250K +$245K +7,434 New
QPW
62
Quantum Private Wealth
Florida
$246K
SFWA
63
Summit Financial Wealth Advisors
Louisiana
$224K +$218K +6,642 New
GKWIM
64
Gerber Kawasaki Wealth & Investment Management
California
$223K +$218K +6,620 New
IP
65
Ignite Planners
California
$220K +$215K +6,525 New
UBS Group
66
UBS Group
Switzerland
$218K +$213K +6,489 New
PCG
67
Prosperity Consulting Group
Maryland
$216K +$211K +6,428 New
PFS
68
Prospera Financial Services
Texas
$207K +$202K +6,135 New
SWA
69
SOA Wealth Advisors
New York
$196K
IA
70
IFP Advisors
Florida
$187K -$347K -10,545 -63%
CFGS
71
Concourse Financial Group Securities
Alabama
$170K +$21.8K +663 +15%
SWM
72
Spire Wealth Management
Virginia
$113K +$86.3K +2,625 +362%
WWMSC
73
Wagner Wealth Management (South Carolina)
South Carolina
$101K
ACA
74
Aptus Capital Advisors
Alabama
$50.5K +$49.3K +1,500 New
Wells Fargo
75
Wells Fargo
California
$21.9K +$21.4K +650 New

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.