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FT Vest US Equity Buffer ETF December

21 hedge funds and large institutions have $15.3M invested in FT Vest US Equity Buffer ETF December in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

5% more funds holding

Funds holding: 2021 (+1)

9.12% less ownership

Funds ownership: 29.9%20.78% (-9.1%)

28% less capital invested

Capital invested by funds: $21.4M → $15.3M (-$6.05M)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAS
1
Cascadia Advisory Services
Oregon
$2.71M +$2.41M +71,732 +791%
AI
2
Atria Investments
North Carolina
$2.63M +$2.63M +78,551 New
Osaic Holdings
3
Osaic Holdings
Arizona
$1.64M -$76.6K -2,284 -4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.34M -$413K -12,320 -24%
Citadel Advisors
5
Citadel Advisors
Florida
$1.13M -$3.89M -116,068 -77%
CA
6
Cetera Advisors
Colorado
$1.02M +$93.9K +2,799 +10%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$910K -$4.87M -145,206 -84%
T
8
TRUADVICE
Florida
$832K -$812K -24,199 -50%
SAM
9
Strategic Asset Management
Minnesota
$451K +$449K +13,395 New
AIC
10
Archer Investment Corporation
Indiana
$379K
VCM
11
Vivaldi Capital Management
Illinois
$348K
AWM
12
AE Wealth Management
Kansas
$313K +$8.72K +260 +3%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$303K -$76.9K -2,294 -20%
KAS
14
Kestra Advisory Services
Texas
$279K
TFS
15
TrustCore Financial Services
Tennessee
$279K
HI
16
Harbour Investments
Wisconsin
$255K
KWM
17
Kingsview Wealth Management
Oregon
$204K -$272K -8,109 -57%
CFGS
18
Concourse Financial Group Securities
Alabama
$140K +$34.5K +1,028 +33%
APA
19
American Portfolios Advisors
New York
$92.6K -$44.6K -1,330 -32%
UBS Group
20
UBS Group
Switzerland
$54K +$27.7K +827 +106%
IA
21
IFP Advisors
Florida
$17K
RC
22
Rovin Capital
Arizona
-$1.41M -42,549 Closed