We are live on ! Find out more
FDEC icon

FT Vest US Equity Buffer ETF December
FDEC

135 hedge funds and large institutions have $325M invested in FT Vest US Equity Buffer ETF December in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 9

56% more capital invested

Capital invested by funds: $209M → $325M (+$116M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

47% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 34

16% more funds holding

Funds holding: 116 → 135 (+19)

6.47% more ownership

Funds ownership: 28.4% → 34.87% (+6.5%)

Holders
135
Holders Change
+19
Holders Change %
+16.38%
% of All Funds
1.78%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
31
Increased
50
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$21.1M
2
LPL Financial
LPL Financial
California
+$16.2M
3
BFG
Bouchey Financial Group
New York
+$14.9M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$7.98M
5
MOS
MGO One Seven
Ohio
+$6.86M

Top Sellers

1
SPC
Sigma Planning Corp
Michigan
-$16.3M
2
BIM
Bullseye Investment Management
Ohio
-$2.87M
3
ASN
Advisory Services Network
Georgia
-$1.29M
4
Truist Financial
Truist Financial
North Carolina
-$1.29M
5
Goldman Sachs
Goldman Sachs
New York
-$1.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
76
PKS Advisory Services
New York
$429K +$427K +9,621 New
AWS
77
Atria Wealth Solutions
New York
$426K +$38.3K +864 +10%
HighTower Advisors
78
HighTower Advisors
Illinois
$411K – – –
HIM
79
Hanlon Investment Management
New Jersey
$408K +$406K +9,147 New
SFWA
80
Summit Financial Wealth Advisors
Louisiana
$404K +$397K +8,952 New
CA
81
Clearstead Advisors
Ohio
$392K +$390K +8,800 New
BRWA
82
B. Riley Wealth Advisors
Florida
$382K -$22.2K -500 -6%
WS
83
Wedbush Securities
California
$373K – – –
SL
84
SWMG LLC
Texas
$370K – – –
CCFM
85
Clear Creek Financial Management
Washington
$370K +$132K +2,975 +56%
PCMC
86
Paragon Capital Management (Colorado)
Colorado
$363K +$15.5K +349 +4%
SS
87
Sunbelt Securities
Texas
$360K -$8.29K -187 -2%
AAS
88
Avantax Advisory Services
Texas
$353K +$142K +3,199 +68%
SEIA
89
Signature Estate & Investment Advisors
California
$352K -$89.9K -2,028 -20%
IA
90
IFP Advisors
Florida
$345K -$1.55K -35 -0.5%
ALS
91
Andrew L. Share
$341K – – –
MSFS
92
Main Street Financial Solutions
Pennsylvania
$331K +$329K +7,418 New
P
93
&Partners
Tennessee
$325K -$72.8K -1,641 -19%
CPP
94
Capasso Planning Partners
South Carolina
$323K +$322K +7,251 New
BFG
95
Bleakley Financial Group
New Jersey
$320K +$39.3K +886 +14%
Envestnet Portfolio Solutions
96
Envestnet Portfolio Solutions
Illinois
$306K +$304K +6,859 New
Wealth Enhancement Advisory Services
97
Wealth Enhancement Advisory Services
Minnesota
$302K +$301K +6,785 New
PCG
98
Prosperity Consulting Group
Maryland
$296K +$4.43K +100 +2%
AWE
99
Avidian Wealth Enterprises
Texas
$294K – – –
SCA
100
Snowden Capital Advisors
New York
$294K +$15.5K +350 +6%
2 3
4
5 6

FDEC Hedge Fund Activity: Q4 2024 in Review

135 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF December (FDEC) for Q4 2024, worth a combined $325M — up 56% from $209M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FDEC positions and 9 closed out — a net gain of 22 holders — while 50 added to existing stakes and 34 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $21.1M. The largest seller was Sigma Planning Corp, cutting an estimated $16.3M.

  • 135 institutional investors held FT Vest US Equity Buffer ETF December (FDEC) as of Q4 2024, up from 116 in Q3 2024.
  • Funds reported $325M of FT Vest US Equity Buffer ETF December stock for Q4 2024, up 56% quarter-over-quarter.
  • 31 funds opened new FT Vest US Equity Buffer ETF December positions in Q4 2024 and 9 closed out, a net change of +22 holders.
  • The largest FT Vest US Equity Buffer ETF December buyer in Q4 2024 was Envestnet Asset Management, an estimated $21.1M added.
  • The largest FT Vest US Equity Buffer ETF December seller in Q4 2024 was Sigma Planning Corp, an estimated $16.3M sold.

Based on aggregated 13F filings for Q4 2024.