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FT Vest US Equity Buffer ETF December

122 hedge funds and large institutions have $240M invested in FT Vest US Equity Buffer ETF December in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 42 increasing their positions, 14 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,400% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 1

204% more capital invested

Capital invested by funds: $78.9M → $240M (+$161M)

200% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 14

77% more funds holding

Funds holding: 69122 (+53)

16.23% more ownership

Funds ownership: 27.09%43.32% (+16%)

Holders
122
Holders Change
+53
Holders Change %
+76.81%
% of All Funds
1.78%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.06%
New
55
Increased
42
Reduced
14
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFAS
76
Acorn Financial Advisory Services
Virginia
$354K -$10.1K -276 -3%
WS
77
Wedbush Securities
California
$343K -$2.41K -66 -0.7%
FNWA
78
Financial Network Wealth Advisors
Utah
$322K +$302K +8,264 New
SWP
79
Semus Wealth Partners
Florida
$322K +$302K +8,249 New
FA
80
Flagstar Advisors
New York
$321K -$49.6K -1,357 -14%
IA
81
IFP Advisors
Florida
$303K +$111K +3,040 +64%
ALS
82
Andrew L. Share
$298K +$280K +7,650 New
EE
83
EWG Elevate
California
$286K +$268K +7,340 New
CBFP
84
Cedar Brook Financial Partners
Ohio
$274K -$91.7K -2,507 -26%
Walleye Capital
85
Walleye Capital
New York
$269K +$252K +6,900 New
CF
86
Centaurus Financial
California
$258K +$242K +6,619 New
NW
87
Naviter Wealth
Arkansas
$258K +$31.2K +853 +15%
AWE
88
Avidian Wealth Enterprises
Texas
$257K +$241K +6,598 New
PCG
89
Prosperity Consulting Group
Maryland
$251K
QPW
90
Quantum Private Wealth
Florida
$246K +$231K +6,318 New
FPWM
91
FSB Premier Wealth Management
Iowa
$246K -$5.19K -142 -2%
BFG
92
Bleakley Financial Group
New Jersey
$245K
SS
93
Simplicity Solutions
Minnesota
$245K
SCA
94
Snowden Capital Advisors
New York
$243K +$228K +6,235 New
GM
95
GeoWealth Management
Illinois
$239K +$224K +6,139 New
SCA
96
Sage Capital Advisors
South Dakota
$235K +$221K +6,033 New
SWA
97
SOA Wealth Advisors
New York
$235K +$7.13K +195 +3%
AWM
98
Apollon Wealth Management
South Carolina
$234K
IWC
99
Integrated Wealth Concepts
Massachusetts
$229K +$215K +5,875 New
APW
100
Aurora Private Wealth
New Jersey
$227K +$213K +5,816 New