FT Vest US Equity Buffer ETF December
FDEC
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.
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: 1 → 1 (0)
4% less funds holding
Funds holding: 80 → 77 (-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
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VAG
76
VisionPoint Advisory Group
Dallas,
Texas
| $11.7K | +$11.2K | +325 | New |
|
|
WWM
77
Wolff Wiese Magana
Carslbad,
California
| $6.96K | – | – | – |
|
|
ZIMP
78
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
| – | -$1.86M | -55,139 | Closed |
|
|
ACG
79
Allen Capital Group
Grand Island,
Nebraska
| – | -$561K | -16,676 | Closed |
|
80
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$370K | -11,000 | Closed |
|
81
Wolverine Trading
Chicago,
Illinois
| – | -$341K | -10,248 | Closed |
|
|
FHC
82
First Heartland Consultants
Lake St. Louis,
Missouri
| – | -$321K | -9,539 | Closed |
|
|
PWPS
83
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| – | -$313K | -9,300 | Closed |
|
|
QPW
84
Quantum Private Wealth
Tampa,
Florida
| – | -$246K | -7,318 | Closed |
|
|
SFWA
85
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| – | -$224K | -6,642 | Closed |
|
|
GKWIM
86
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| – | -$223K | -6,620 | Closed |
|
|
CAL
87
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$13K | -387 | Closed |
|
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.