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FT Vest US Equity Buffer ETF December

57 hedge funds and large institutions have $77.3M invested in FT Vest US Equity Buffer ETF December in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 24 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

8% more funds holding

Funds holding: 5357 (+4)

0.24% less ownership

Funds ownership: 37.17%36.92% (-0.24%)

3% less capital invested

Capital invested by funds: $80.1M → $77.3M (-$2.8M)

63% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 24

Holders
57
Holders Change
+4
Holders Change %
+7.55%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
5
Increased
9
Reduced
24
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APA
1
American Portfolios Advisors
New York
$25.2M -$695K -21,920 -3%
SFWA
2
Summit Financial Wealth Advisors
Louisiana
$14.4M +$18.4K +580 +0.1%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.84M -$282K -8,890 -5%
CA
4
Cetera Advisors
Colorado
$3.36M -$98K -3,092 -3%
GRP
5
Global Retirement Partners
California
$2.85M +$1.43M +44,985 +99%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.58M -$1.91M -60,359 -41%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.23M +$34.5K +1,089 +1%
KWS
8
Keystone Wealth Services
California
$2.03M -$69.7K -2,200 -3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.13M -$411K -12,975 -25%
MA
10
Mutual Advisors
Nebraska
$1.04M -$7.92K -250 -0.7%
KAS
11
Kestra Advisory Services
Texas
$1M -$19K -599 -2%
CW
12
CreativeOne Wealth
Kansas
$939K +$428K +13,510 +74%
OMC
13
Old Mission Capital
Illinois
$926K -$36.5K -1,151 -4%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$904K +$967K +30,491 New
HI
15
Harbour Investments
Wisconsin
$812K
T
16
TRUADVICE
Florida
$767K
SAM
17
Strategic Asset Management
Minnesota
$634K -$4.75K -150 -0.7%
AWM
18
AE Wealth Management
Kansas
$602K +$53.1K +1,676 +9%
CBFP
19
Cedar Brook Financial Partners
Ohio
$596K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$537K +$408K +12,872 +245%
SB
21
Strategic Blueprint
Georgia
$524K -$143K -4,496 -20%
TFS
22
TrustCore Financial Services
Tennessee
$523K
SG
23
StoneX Group
New York
$503K
CSPIA
24
Cary Street Partners Investment Advisory
Virginia
$467K -$3.83K -121 -0.8%
IA
25
IFP Advisors
Florida
$463K +$12.7K +400 +3%