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FT Vest US Equity Buffer ETF December
FDEC

53 hedge funds and large institutions have $91.6M invested in FT Vest US Equity Buffer ETF December in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 2

575% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 4

255% more capital invested

Capital invested by funds: $25.8M → $91.6M (+$65.8M)

36% more funds holding

Funds holding: 39 → 53 (+14)

14.98% more ownership

Funds ownership: 24.25% → 39.23% (+15%)

Holders
53
Holders Change
+14
Holders Change %
+35.9%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
27
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APA
American Portfolios Advisors
New York
+$30.7M
2
SFWA
Summit Financial Wealth Advisors
Louisiana
+$15.5M
3
MA
Mutual Advisors
Nebraska
+$2.68M
4
GRP
Global Retirement Partners
California
+$1.51M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.33M

Top Sellers

1
SWA
Stratos Wealth Advisors
Ohio
-$275K
2
KPWS
Kestra Private Wealth Services
Texas
-$33.3K
3
SG
StoneX Group
New York
-$7.73K
4
WS
Wedbush Securities
California
-$6.72K
5
SCA
Snowden Capital Advisors
New York
-$3K
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
1
American Portfolios Advisors
New York
$31.2M +$30.7M +913,636 +18,153%
SFWA
2
Summit Financial Wealth Advisors
Louisiana
$15.7M +$15.5M +461,421 New
MA
3
Mutual Advisors
Nebraska
$5.77M +$2.68M +79,685 +89%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$4.22M +$897K +26,706 +27%
CA
5
Cetera Advisors
Colorado
$4.09M +$1.17M +34,933 +41%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.57M +$1.33M +39,457 +60%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.53M +$612K +18,208 +30%
KWS
8
Keystone Wealth Services
California
$2.43M +$576K +17,150 +32%
GRP
9
Global Retirement Partners
California
$1.4M +$1.51M +44,882 New
Citadel Advisors
10
Citadel Advisors
Florida
$1.28M +$1.27M +37,695 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.2M +$1.18M +35,225 New
KAS
12
Kestra Advisory Services
Texas
$1.13M +$767K +22,831 +219%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$1.12M +$1.11M +33,000 New
AI
14
Atria Investments
North Carolina
$1.07M +$1.06M +31,583 New
SAM
15
Strategic Asset Management
Minnesota
$997K +$524K +15,607 +114%
SG
16
StoneX Group
New York
$917K -$7.73K -230 -0.8%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$908K +$474K +14,098 +112%
SB
18
Strategic Blueprint
Georgia
$820K +$269K +7,993 +50%
T
19
TRUADVICE
Florida
$780K – – –
CBFP
20
Cedar Brook Financial Partners
Ohio
$684K +$338K +10,047 +100%
WWMSC
21
Wagner Wealth Management (South Carolina)
South Carolina
$630K +$286K +8,511 +85%
TFS
22
TrustCore Financial Services
Tennessee
$600K +$410K +12,200 +225%
AAS
23
Ameritas Advisory Services
Nebraska
$592K +$37K +1,100 +7%
AWM
24
AE Wealth Management
Kansas
$543K +$249K +7,416 +87%
MCWS
25
McKinley Carter Wealth Services
West Virginia
$502K +$496K +14,768 New
1
2 3

FDEC Hedge Fund Activity: Q1 2022 in Review

53 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF December (FDEC) for Q1 2022, worth a combined $91.6M — up 255% from $25.8M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FDEC positions and 2 closed out — a net gain of 15 holders — while 27 added to existing stakes and 4 trimmed.

The largest buyer was American Portfolios Advisors, adding an estimated $30.7M. The largest seller was Stratos Wealth Advisors, exiting entirely with an estimated $275K sold.

  • 53 institutional investors held FT Vest US Equity Buffer ETF December (FDEC) as of Q1 2022, up from 39 in Q4 2021.
  • Funds reported $91.6M of FT Vest US Equity Buffer ETF December stock for Q1 2022, up 255% quarter-over-quarter.
  • 17 funds opened new FT Vest US Equity Buffer ETF December positions in Q1 2022 and 2 closed out, a net change of +15 holders.
  • The largest FT Vest US Equity Buffer ETF December buyer in Q1 2022 was American Portfolios Advisors, an estimated $30.7M added.
  • The largest FT Vest US Equity Buffer ETF December seller in Q1 2022 was Stratos Wealth Advisors, an estimated $275K sold.

Based on aggregated 13F filings for Q1 2022.