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FT Vest US Equity Buffer ETF December

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: 140116 (-24)

39% less capital invested

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

67% less funds holding in top 10

Funds holding in top 10: 62 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
WWMSC
101
Wagner Wealth Management (South Carolina)
South Carolina
$131K
UB
102
UMB Bank
Missouri
$96.7K +$94.9K +2,208 New
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$90.2K +$78.5K +1,826 +780%
Barclays
104
Barclays
United Kingdom
$87.6K +$85.9K +2,000 New
Morgan Stanley
105
Morgan Stanley
New York
$75.1K +$33.9K +788 +85%
ACA
106
Aptus Capital Advisors
Alabama
$65.7K -$7.52K -175 -10%
CPA
107
Clear Point Advisors
New York
$61.4K
MG
108
Mather Group
Illinois
$50.1K +$49.2K +1,144 New
SWM
109
Spire Wealth Management
Virginia
$48.2K -$45.1K -1,050 -49%
PS
110
Principal Securities
Iowa
$27.6K -$14.5K -337 -35%
JIP
111
Jaffetilchin Investment Partners
Florida
$13.8K +$13.6K +316 New
PFG
112
Peterson Financial Group
Iowa
$12K +$11.8K +274 New
AIP
113
Ameritas Investment Partners
Nebraska
$8.76K
WWM
114
Wolff Wiese Magana
California
$8.45K
CAS
115
Coppell Advisory Solutions
Texas
$4.94K
AF
116
Allworth Financial
California
$745
Wells Fargo
117
Wells Fargo
California
-$41.8M -982,540 Closed
AIM
118
Astor Investment Management
Illinois
-$19.9M -467,802 Closed
AI
119
Atria Investments
North Carolina
-$6.26M -147,219 Closed
CVA
120
Central Valley Advisors
California
-$5.13M -118,980 Closed
LCGC
121
Legacy Capital Group California
California
-$4.27M -100,275 Closed
SFS
122
Sowell Financial Services
Arkansas
-$4.01M -94,382 Closed
GM
123
GeoWealth Management
Illinois
-$1.59M -37,252 Closed
Jane Street
124
Jane Street
New York
-$1.34M -31,577 Closed
LCWP
125
Legacy Capital Wealth Partners
Arkansas
-$1.09M -25,617 Closed

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.