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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
BFG
101
Bleakley Financial Group
New Jersey
$267K – – –
SW
102
Simplicity Wealth
New Jersey
$267K – – –
SCA
103
Snowden Capital Advisors
New York
$265K – – –
FFA
104
Fragasso Financial Advisors
Pennsylvania
$260K – – –
SWA
105
SOA Wealth Advisors
New York
$256K – – –
AWM
106
Apollon Wealth Management
South Carolina
$255K – – –
NWWA
107
New Wave Wealth Advisors
Arkansas
$254K +$248K +5,971 New
PWPS
108
Pinnacle Wealth Planning Services
Ohio
$253K – – –
IWC
109
Integrated Wealth Concepts
Massachusetts
$250K – – –
APW
110
Aurora Private Wealth
New Jersey
$249K – – –
UBS Group
111
UBS Group
Switzerland
$243K +$78.2K +1,885 +49%
PCG
112
Prosperity Consulting Group
Maryland
$232K -$40.8K -983 -15%
FFS
113
Founders Financial Securities
Maryland
$229K +$223K +5,386 New
RA
114
RFG Advisory
Alabama
$228K – – –
CCFM
115
Clear Creek Financial Management
Washington
$226K +$221K +5,316 New
FPWM
116
FSB Premier Wealth Management
Iowa
$226K -$15.4K -372 -7%
SAI
117
Savvy Advisors Inc
New York
$223K – – –
CPWA
118
Cerro Pacific Wealth Advisors
California
$222K +$217K +5,224 New
P
119
&Partners
Tennessee
$201K +$196K +4,728 New
AIC
120
Archer Investment Corporation
Indiana
$172K – – –
NS
121
NBC Securities
Alabama
$170K – – –
NSIM
122
North Star Investment Management
Illinois
$143K – – –
CPG
123
Cornerstone Planning Group
New Jersey
$142K +$143K +3,438 New
WWMSC
124
Wagner Wealth Management (South Carolina)
South Carolina
$128K – – –
CFD
125
Creative Financial Designs
Indiana
$110K – – –
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.