FT Vest US Equity Buffer ETF December
FDEC
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.
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: 67 → 80 (+13)
6.08% more ownership
Funds ownership: 36.4% → 42.48% (+6.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LC
Legacy CG
Plano,
Texas
|
+$9.09M |
| 2 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
+$8.4M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$3.61M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.58M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$966K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
-$1.68M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.34M |
| 3 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$827K |
| 4 |
SG
StoneX Group
New York
|
-$587K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$453K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Morgan Stanley
New York
| $16.7K | – | – | – |
|
77
JP Morgan Chase
New York
| $16.1K | +$2.6K | +79 | +20% |
|
|
CAL
78
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $13K | -$126K | -3,823 | -91% |
|
|
WWM
79
Wolff Wiese Magana
Carslbad,
California
| $6.5K | +$6.35K | +193 | New |
|
|
80
Commonwealth Equity Services
Waltham,
Massachusetts
| $6.32K | -$1.34M | -40,751 | -18% |
|
|
SG
81
StoneX Group
New York
| – | -$587K | -18,498 | Closed |
|
|
82
Citadel Advisors
Miami,
Florida
| – | -$453K | -14,258 | Closed |
|
|
SB
83
Strategic Blueprint
Atlanta,
Georgia
| – | -$224K | -7,052 | Closed |
|
|
KIA
84
Kraematon Investment Advisors
Braintree,
Massachusetts
| – | -$83.4K | -2,625 | Closed |
|
|
BFEC
85
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$43K | -1,342 | Closed |
|
|
MCC
86
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$32.6K | -1,025 | Closed |
|
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.