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FT Vest US Equity Buffer ETF December
FDEC

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: 77 → 69 (-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: 1 → 0 (-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
–

Top Buyers

1
NA
NewEdge Advisors
Louisiana
+$245K
2
LPL Financial
LPL Financial
California
+$229K
3
AWM
AE Wealth Management
Kansas
+$24.4K
4
FA
Flagstar Advisors
New York
+$2.68K

Top Sellers

1
LC
Legacy CG
Texas
-$9.55M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.66M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.39M
4
CA
Cetera Advisors
Colorado
-$810K
5
RJA
Raymond James & Associates
Florida
-$807K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
76
Prospera Financial Services
Texas
– -$221K -6,135 Closed
UBS Group
77
UBS Group
Switzerland
– -$153K -4,247 Closed
Wells Fargo
78
Wells Fargo
California
– -$70.3K -1,950 Closed
VAG
79
VisionPoint Advisory Group
Texas
– -$11.7K -325 Closed
1 2 3
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