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FT Vest US Equity Buffer ETF December
FDEC

116 hedge funds and large institutions have $209M invested in FT Vest US Equity Buffer ETF December in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 52 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

11.86% less ownership

Funds ownership: 40.26% → 28.4% (-12%)

17% less funds holding

Funds holding: 140 → 116 (-24)

39% less capital invested

Capital invested by funds: $341M → $209M (-$132M)

67% less funds holding in top 10

Funds holding in top 10: 6 → 2 (-4)

67% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 52

75% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 32

Holders
116
Holders Change
-24
Holders Change %
-17.14%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
8
Increased
17
Reduced
52
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$4.42M
2
AssetMark Inc
AssetMark Inc
California
+$1.97M
3
Goldman Sachs
Goldman Sachs
New York
+$1.07M
4
UBS Group
UBS Group
Switzerland
+$795K
5
ACMA
Arbor Capital Management (Alaska)
Alaska
+$505K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$41.8M
2
AIM
Astor Investment Management
Illinois
-$19.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$17.2M
4
OWA
Outlook Wealth Advisors
Texas
-$13.2M
5
AI
Atria Investments
North Carolina
-$6.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
51
Blue Bell Private Wealth Management
Pennsylvania
$768K -$17.4K -406 -2%
KPWS
52
Kestra Private Wealth Services
Texas
$753K +$57.6K +1,340 +8%
Citadel Advisors
53
Citadel Advisors
Florida
$750K -$236K -5,501 -24%
DFA
54
DHJJ Financial Advisors
Illinois
$734K -$18.3K -425 -2%
CAL
55
Capital Analysts LLC
Pennsylvania
$636K -$1.66M -38,671 -73%
TA
56
TFB Advisors
Kansas
$500K +$53.8K +1,251 +12%
PFS
57
Prospera Financial Services
Texas
$458K +$8.59K +200 +2%
CA
58
CoreCap Advisors
Michigan
$457K +$43.1K +1,003 +11%
SEIA
59
Signature Estate & Investment Advisors
California
$435K – – –
CFGS
60
Concourse Financial Group Securities
Alabama
$421K – – –
HighTower Advisors
61
HighTower Advisors
Illinois
$403K – – –
FFS
62
Founders Financial Securities
Maryland
$402K +$163K +3,796 +70%
TC
63
TownSquare Capital
Utah
$398K – – –
BRWA
64
B. Riley Wealth Advisors
Florida
$396K -$129K -3,000 -25%
KWA
65
Kingswood Wealth Advisors
California
$393K -$75.1K -1,748 -16%
P
66
&Partners
Tennessee
$388K +$178K +4,142 +88%
AWS
67
Atria Wealth Solutions
New York
$380K -$266K -6,200 -42%
PGWM
68
Pitti Group Wealth Management
New York
$379K – – –
MA
69
Mutual Advisors
Nebraska
$377K -$110K -2,565 -23%
WS
70
Wedbush Securities
California
$366K -$150K -3,487 -29%
FNWA
71
Financial Network Wealth Advisors
Utah
$362K -$32.2K -750 -8%
SL
72
SWMG LLC
Texas
$361K – – –
SS
73
Sunbelt Securities
Texas
$360K – – –
PCMC
74
Paragon Capital Management (Colorado)
Colorado
$342K – – –
IA
75
IFP Advisors
Florida
$340K – – –
1 2
3
4 5

FDEC Hedge Fund Activity: Q3 2024 in Review

116 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF December (FDEC) for Q3 2024, worth a combined $209M — down 39% from $341M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of FDEC and 8 opened new positions — a net loss of 24 holders — while 52 trimmed existing stakes and 17 added.

The largest buyer was LPL Financial, adding an estimated $4.42M. The largest seller was Wells Fargo, exiting entirely with an estimated $41.8M sold.

  • 116 institutional investors held FT Vest US Equity Buffer ETF December (FDEC) as of Q3 2024, down from 140 in Q2 2024.
  • Funds reported $209M of FT Vest US Equity Buffer ETF December stock for Q3 2024, down 39% quarter-over-quarter.
  • 8 funds opened new FT Vest US Equity Buffer ETF December positions in Q3 2024 and 32 closed out, a net change of -24 holders.
  • The largest FT Vest US Equity Buffer ETF December buyer in Q3 2024 was LPL Financial, an estimated $4.42M added.
  • The largest FT Vest US Equity Buffer ETF December seller in Q3 2024 was Wells Fargo, an estimated $41.8M sold.

Based on aggregated 13F filings for Q3 2024.