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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
FPWM
101
FSB Premier Wealth Management
Iowa
$289K +$288K +6,485 New
SAI
102
Savvy Advisors Inc
New York
$281K +$47.6K +1,073 +21%
FFA
103
Fragasso Financial Advisors
Pennsylvania
$273K – – –
SWA
104
SOA Wealth Advisors
New York
$268K – – –
AWM
105
Apollon Wealth Management
South Carolina
$267K – – –
IWC
106
Integrated Wealth Concepts
Massachusetts
$262K – – –
UCFA
107
United Capital Financial Advisors
Texas
$245K +$244K +5,500 New
WAS
108
WESPAC Advisors SoCal
California
$244K +$243K +5,474 New
SAW
109
Signal Advisors Wealth
Michigan
$240K -$9.18K -207 -4%
NAS
110
NWF Advisory Services
California
$232K +$231K +5,205 New
EMAM
111
Encompass More Asset Management
California
$228K +$17K +384 +8%
FNWA
112
Financial Network Wealth Advisors
Utah
$227K -$141K -3,182 -39%
HAS
113
HBW Advisory Services
California
$222K +$221K +4,974 New
GFA
114
Gallagher Fiduciary Advisors
Illinois
$210K +$209K +4,706 New
GS
115
GTS Securities
New York
$208K +$207K +4,660 New
OMC
116
Old Mission Capital
Illinois
$206K +$205K +4,621 New
JP Morgan Chase
117
JP Morgan Chase
New York
$190K +$189K +4,254 New
AIC
118
Archer Investment Corporation
Indiana
$180K -$89 -2 -0%
CPG
119
Cornerstone Planning Group
New Jersey
$156K – – –
WWMSC
120
Wagner Wealth Management (South Carolina)
South Carolina
$134K – – –
ACA
121
Aptus Capital Advisors
Alabama
$89.2K +$22.2K +500 +33%
Morgan Stanley
122
Morgan Stanley
New York
$76.5K – – –
GM
123
GeoWealth Management
Illinois
$63.7K +$63.4K +1,430 New
MG
124
Mather Group
Illinois
$51K – – –
SWM
125
Spire Wealth Management
Virginia
$49K – – –
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.