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FT Vest US Equity Buffer ETF December
FDEC

140 hedge funds and large institutions have $341M invested in FT Vest US Equity Buffer ETF December in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 25 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

19% more funds holding

Funds holding: 118 → 140 (+22)

3% more capital invested

Capital invested by funds: $330M → $341M (+$11.2M)

4.06% less ownership

Funds ownership: 44.32% → 40.26% (-4.1%)

38% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 40

Holders
140
Holders Change
+22
Holders Change %
+18.64%
% of All Funds
2.02%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
33
Increased
25
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$40.8M
2
AIM
Astor Investment Management
Illinois
+$19.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.4M
4
AI
Atria Investments
North Carolina
+$4.71M
5
LCGC
Legacy Capital Group California
California
+$4.16M

Top Sellers

Rank Fund Capital Flow
1
MAC
Mason & Associates (California)
California
-$70.6M
2
Osaic Holdings
Osaic Holdings
Arizona
-$8M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$6.25M
4
CW
CreativeOne Wealth
Kansas
-$4.9M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
76
Kingswood Wealth Advisors
California
$457K +$138K +3,332 +45%
PFS
77
Prospera Financial Services
Texas
$436K – – –
TA
78
TFB Advisors
Kansas
$433K +$422K +10,173 New
SEIA
79
Signature Estate & Investment Advisors
California
$423K +$412K +9,930 New
CFGS
80
Concourse Financial Group Securities
Alabama
$410K -$13.8K -332 -3%
RCM
81
Raleigh Capital Management
North Carolina
$403K +$393K +9,464 New
CA
82
CoreCap Advisors
Michigan
$401K +$45.6K +1,098 +13%
HighTower Advisors
83
HighTower Advisors
Illinois
$393K – – –
AAS
84
Avantax Advisory Services
Texas
$391K -$176K -4,249 -32%
TC
85
TownSquare Capital
Utah
$387K – – –
FNWA
86
Financial Network Wealth Advisors
Utah
$383K +$31.1K +750 +9%
PGWM
87
Pitti Group Wealth Management
New York
$379K -$33.2K -800 -8%
SS
88
Sunbelt Securities
Texas
$350K – – –
SL
89
SWMG LLC
Texas
$345K – – –
AFAS
90
Acorn Financial Advisory Services
Virginia
$345K -$34.3K -827 -9%
LAS
91
Lloyd Advisory Services
Georgia
$342K +$334K +8,048 New
PCMC
92
Paragon Capital Management (Colorado)
Colorado
$332K -$453K -10,925 -58%
IA
93
IFP Advisors
Florida
$331K – – –
MOS
94
MGO One Seven
Ohio
$328K -$1.04M -25,125 -77%
ALS
95
Andrew L. Share
$326K – – –
PFA
96
Plotkin Financial Advisors
Maryland
$316K – – –
CF
97
Centaurus Financial
California
$309K – – –
AWE
98
Avidian Wealth Enterprises
Texas
$281K – – –
FA
99
Flagstar Advisors
New York
$278K -$70.3K -1,694 -21%
HF
100
HRT Financial
New York
$277K +$271K +6,520 New
2 3
4
5 6

FDEC Hedge Fund Activity: Q2 2024 in Review

140 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF December (FDEC) for Q2 2024, worth a combined $341M — up 3.4% from $330M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new FDEC positions and 9 closed out — a net gain of 24 holders — while 25 added to existing stakes and 40 trimmed.

The largest buyer was Wells Fargo, opening a new position worth an estimated $40.8M. The largest seller was Mason & Associates (California), exiting entirely with an estimated $70.6M sold.

  • 140 institutional investors held FT Vest US Equity Buffer ETF December (FDEC) as of Q2 2024, up from 118 in Q1 2024.
  • Funds reported $341M of FT Vest US Equity Buffer ETF December stock for Q2 2024, up 3.4% quarter-over-quarter.
  • 33 funds opened new FT Vest US Equity Buffer ETF December positions in Q2 2024 and 9 closed out, a net change of +24 holders.
  • The largest FT Vest US Equity Buffer ETF December buyer in Q2 2024 was Wells Fargo, an estimated $40.8M added.
  • The largest FT Vest US Equity Buffer ETF December seller in Q2 2024 was Mason & Associates (California), an estimated $70.6M sold.

Based on aggregated 13F filings for Q2 2024.