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FT Vest US Equity Buffer ETF December
FDEC

116 hedge funds and large institutions have $209M invested in FT Vest US Equity Buffer ETF December in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 52 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

11.86% less ownership

Funds ownership: 40.26% → 28.4% (-12%)

17% less funds holding

Funds holding: 140 → 116 (-24)

39% less capital invested

Capital invested by funds: $341M → $209M (-$132M)

67% less funds holding in top 10

Funds holding in top 10: 6 → 2 (-4)

67% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 52

75% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 32

Holders
116
Holders Change
-24
Holders Change %
-17.14%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
8
Increased
17
Reduced
52
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$4.42M
2
AssetMark Inc
AssetMark Inc
California
+$1.97M
3
Goldman Sachs
Goldman Sachs
New York
+$1.07M
4
UBS Group
UBS Group
Switzerland
+$795K
5
ACMA
Arbor Capital Management (Alaska)
Alaska
+$505K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$41.8M
2
AIM
Astor Investment Management
Illinois
-$19.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$17.2M
4
OWA
Outlook Wealth Advisors
Texas
-$13.2M
5
AI
Atria Investments
North Carolina
-$6.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
76
MGO One Seven
Ohio
$338K – – –
ALS
77
Andrew L. Share
$335K – – –
AFAS
78
Acorn Financial Advisory Services
Virginia
$334K -$19.8K -461 -6%
AWE
79
Avidian Wealth Enterprises
Texas
$289K – – –
PCG
80
Prosperity Consulting Group
Maryland
$287K +$47.5K +1,106 +20%
FA
81
Flagstar Advisors
New York
$286K – – –
BFG
82
Bleakley Financial Group
New Jersey
$275K – – –
SCA
83
Snowden Capital Advisors
New York
$273K – – –
PFA
84
Plotkin Financial Advisors
Maryland
$269K -$54.9K -1,277 -17%
FFA
85
Fragasso Financial Advisors
Pennsylvania
$268K – – –
SWA
86
SOA Wealth Advisors
New York
$264K – – –
AWM
87
Apollon Wealth Management
South Carolina
$263K – – –
IWC
88
Integrated Wealth Concepts
Massachusetts
$257K – – –
APW
89
Aurora Private Wealth
New Jersey
$248K -$8.29K -193 -3%
CF
90
Centaurus Financial
California
$247K -$69.2K -1,610 -22%
SAW
91
Signal Advisors Wealth
Michigan
$245K +$241K +5,601 New
CCFM
92
Clear Creek Financial Management
Washington
$233K – – –
SAI
93
Savvy Advisors Inc
New York
$229K – – –
CPWA
94
Cerro Pacific Wealth Advisors
California
$222K – – –
AAS
95
Avantax Advisory Services
Texas
$207K -$192K -4,457 -49%
EMAM
96
Encompass More Asset Management
California
$207K +$203K +4,720 New
AIC
97
Archer Investment Corporation
Indiana
$177K – – –
NS
98
NBC Securities
Alabama
$152K -$22.7K -528 -13%
CPG
99
Cornerstone Planning Group
New Jersey
$152K – – –
NSIM
100
North Star Investment Management
Illinois
$147K – – –
2 3
4
5 6

FDEC Hedge Fund Activity: Q3 2024 in Review

116 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF December (FDEC) for Q3 2024, worth a combined $209M — down 39% from $341M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of FDEC and 8 opened new positions — a net loss of 24 holders — while 52 trimmed existing stakes and 17 added.

The largest buyer was LPL Financial, adding an estimated $4.42M. The largest seller was Wells Fargo, exiting entirely with an estimated $41.8M sold.

  • 116 institutional investors held FT Vest US Equity Buffer ETF December (FDEC) as of Q3 2024, down from 140 in Q2 2024.
  • Funds reported $209M of FT Vest US Equity Buffer ETF December stock for Q3 2024, down 39% quarter-over-quarter.
  • 8 funds opened new FT Vest US Equity Buffer ETF December positions in Q3 2024 and 32 closed out, a net change of -24 holders.
  • The largest FT Vest US Equity Buffer ETF December buyer in Q3 2024 was LPL Financial, an estimated $4.42M added.
  • The largest FT Vest US Equity Buffer ETF December seller in Q3 2024 was Wells Fargo, an estimated $41.8M sold.

Based on aggregated 13F filings for Q3 2024.