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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
HighTower Advisors
51
HighTower Advisors
Illinois
$304K
AWS
52
Atria Wealth Solutions
New York
$250K -$11.5K -319 -4%
Envestnet Portfolio Solutions
53
Envestnet Portfolio Solutions
Illinois
$250K +$257K +7,115 New
FPWM
54
FSB Premier Wealth Management
Iowa
$227K -$41.9K -1,158 -15%
PCG
55
Prosperity Consulting Group
Maryland
$226K
BFG
56
Bleakley Financial Group
New Jersey
$221K
SS
57
Simplicity Solutions
Minnesota
$221K
AWM
58
Apollon Wealth Management
South Carolina
$211K -$14.5K -400 -6%
SWA
59
SOA Wealth Advisors
New York
$205K
NW
60
Naviter Wealth
Arkansas
$203K -$715K -19,773 -77%
IA
61
IFP Advisors
Florida
$167K
AIC
62
Archer Investment Corporation
Indiana
$164K
NS
63
NBC Securities
Alabama
$133K +$137K +3,792 New
CFGS
64
Concourse Financial Group Securities
Alabama
$123K -$56.5K -1,563 -31%
WWMSC
65
Wagner Wealth Management (South Carolina)
South Carolina
$106K -$325 -9 -0.3%
ACA
66
Aptus Capital Advisors
Alabama
$52.8K
SWM
67
Spire Wealth Management
Virginia
$38.7K -$42.5K -1,175 -52%
Morgan Stanley
68
Morgan Stanley
New York
$17.5K
WWM
69
Wolff Wiese Magana
California
$6.79K
LC
70
Legacy CG
Texas
-$9.55M -264,961 Closed
JP Morgan Chase
71
JP Morgan Chase
New York
-$392K -10,885 Closed
CW
72
CreativeOne Wealth
Kansas
-$366K -10,143 Closed
SWP
73
Summit Wealth Partners
Florida
-$277K -7,682 Closed
IP
74
Ignite Planners
California
-$258K -7,225 Closed
MOS
75
MGO One Seven
Ohio
-$250K -6,928 Closed