We are live on ! Find out more
FDEC icon

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
AAS
51
Ameritas Advisory Services
Nebraska
$333K -$17K -495 -5%
SAG
52
SageView Advisory Group
California
$331K +$316K +9,180 New
DFA
53
DHJJ Financial Advisors
Illinois
$323K
WS
54
Wedbush Securities
California
$319K
HighTower Advisors
55
HighTower Advisors
Illinois
$312K
SWP
56
Summit Wealth Partners
Florida
$277K
FPWM
57
FSB Premier Wealth Management
Iowa
$274K -$6.2K -180 -2%
AWS
58
Atria Wealth Solutions
New York
$268K
IP
59
Ignite Planners
California
$258K +$24.1K +700 +11%
MOS
60
MGO One Seven
Ohio
$250K -$86.3K -2,507 -27%
PCG
61
Prosperity Consulting Group
Maryland
$232K
AWM
62
Apollon Wealth Management
South Carolina
$231K +$220K +6,397 New
BFG
63
Bleakley Financial Group
New Jersey
$226K +$216K +6,282 New
SS
64
Simplicity Solutions
Minnesota
$226K +$216K +6,282 New
PFS
65
Prospera Financial Services
Texas
$221K
SWA
66
SOA Wealth Advisors
New York
$210K
CFGS
67
Concourse Financial Group Securities
Alabama
$182K
IA
68
IFP Advisors
Florida
$171K -$50.4K -1,463 -24%
AIC
69
Archer Investment Corporation
Indiana
$168K -$287K -8,331 -64%
UBS Group
70
UBS Group
Switzerland
$153K -$77.2K -2,242 -35%
WWMSC
71
Wagner Wealth Management (South Carolina)
South Carolina
$108K
SWM
72
Spire Wealth Management
Virginia
$82K -$37K -1,075 -32%
Wells Fargo
73
Wells Fargo
California
$70.3K +$44.7K +1,300 +200%
ACA
74
Aptus Capital Advisors
Alabama
$54.1K
Morgan Stanley
75
Morgan Stanley
New York
$17.9K

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.