We are live on ! Find out more
FDEC icon

FT Vest US Equity Buffer ETF December

22 hedge funds and large institutions have $25.8M invested in FT Vest US Equity Buffer ETF December in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

112% more capital invested

Capital invested by funds: $12.2M → $25.8M (+$13.6M)

100% more funds holding

Funds holding: 1122 (+11)

36.7% more ownership

Funds ownership: 0%36.7% (+37%)

Holders
22
Holders Change
+11
Holders Change %
+100%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
7
Reduced
3
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$6.69M +$5.26M +169,060 +416%
Citadel Advisors
2
Citadel Advisors
Florida
$5.55M +$3.16M +101,492 +139%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.93M -$641K -20,610 -14%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.71M +$980K +31,492 +142%
T
5
TRUADVICE
Florida
$1.59M +$15.1K +485 +1%
RC
6
Rovin Capital
Arizona
$1.4M +$1.37M +44,052 New
Goldman Sachs
7
Goldman Sachs
New York
$1.03M +$1.01M +32,324 New
CA
8
Cetera Advisors
Colorado
$887K +$112K +3,609 +15%
KWM
9
Kingsview Wealth Management
Oregon
$497K +$483K +15,517 New
TFS
10
TrustCore Financial Services
Tennessee
$369K +$360K +11,580 New
VCM
11
Vivaldi Capital Management
Illinois
$339K +$324K +10,398 New
CWS
12
Cypress Wealth Services
California
$328K +$321K +10,300 New
AWM
13
AE Wealth Management
Kansas
$266K +$260K +8,341 New
HI
14
Harbour Investments
Wisconsin
$258K +$252K +8,090 New
CAS
15
Cascadia Advisory Services
Oregon
$251K +$245K +7,887 New
KAS
16
Kestra Advisory Services
Texas
$225K -$1.07M -34,356 -83%
GSAM
17
Grant Street Asset Management
Pennsylvania
$158K +$154K +4,965 New
APA
18
American Portfolios Advisors
New York
$134K +$109K +3,517 +502%
CFGS
19
Concourse Financial Group Securities
Alabama
$100K +$74.1K +2,382 +313%
SFS
20
Sowell Financial Services
Arkansas
$24K +$23.2K +744 New
UBS Group
21
UBS Group
Switzerland
$19K -$40.7K -1,309 -68%
IA
22
IFP Advisors
Florida
$16K

FDEC Hedge Fund Activity: Q1 2021 in Review

22 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF December (FDEC) for Q1 2021, worth a combined $25.8M — up 112% from $12.2M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FDEC positions and 0 closed out — a net gain of 11 holders — while 7 added to existing stakes and 3 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $5.26M. The largest seller was Kestra Advisory Services, cutting an estimated $1.07M.

  • 22 institutional investors held FT Vest US Equity Buffer ETF December (FDEC) as of Q1 2021, up from 11 in Q4 2020.
  • Funds reported $25.8M of FT Vest US Equity Buffer ETF December stock for Q1 2021, up 112% quarter-over-quarter.
  • 11 funds opened new FT Vest US Equity Buffer ETF December positions in Q1 2021 and 0 closed out, a net change of +11 holders.
  • The largest FT Vest US Equity Buffer ETF December buyer in Q1 2021 was Cambridge Investment Research Advisors, an estimated $5.26M added.
  • The largest FT Vest US Equity Buffer ETF December seller in Q1 2021 was Kestra Advisory Services, an estimated $1.07M sold.

Based on aggregated 13F filings for Q1 2021.