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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
KWM
126
Kingsview Wealth Management
Oregon
-$957K -22,496 Closed
SB
127
Strategic Blueprint
Georgia
-$924K -21,715 Closed
Bank of New York Mellon
128
Bank of New York Mellon
New York
-$648K -15,224 Closed
DC
129
Davenport & Co
Virginia
-$626K -14,708 Closed
OAS
130
Optivise Advisory Services
Tennessee
-$620K -14,568 Closed
AWM
131
Axxcess Wealth Management
California
-$618K -14,522 Closed
FCM
132
Fourpath Capital Management
Oklahoma
-$530K -12,448 Closed
OMC
133
Old Mission Capital
Illinois
-$484K -11,368 Closed
RCM
134
Raleigh Capital Management
North Carolina
-$403K -9,464 Closed
LAS
135
Lloyd Advisory Services
Georgia
-$342K -8,048 Closed
OWA
136
Outlook Wealth Advisors
Texas
-$13.2M -7,760 Closed
HF
137
HRT Financial
New York
-$277K -6,520 Closed
SW
138
Simplicity Wealth
New Jersey
-$267K -6,282 Closed
NWWA
139
New Wave Wealth Advisors
Arkansas
-$254K -5,971 Closed
PWPS
140
Pinnacle Wealth Planning Services
Ohio
-$253K -5,944 Closed
RA
141
RFG Advisory
Alabama
-$228K -5,365 Closed
FPWM
142
FSB Premier Wealth Management
Iowa
-$226K -5,309 Closed
CFD
143
Creative Financial Designs
Indiana
-$110K -2,574 Closed
CP
144
Camelot Portfolios
Ohio
-$42.5K -1,000 Closed
VAG
145
VisionPoint Advisory Group
Texas
-$13.8K -325 Closed
APC
146
Aspire Private Capital
North Carolina
-$9.06K -213 Closed
JP Morgan Chase
147
JP Morgan Chase
New York
-$1.7K -40 Closed
GLR
148
Great Lakes Retirement
Ohio
-$808 -19 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.