We are live on ! Find out more
FDEC icon

FT Vest US Equity Buffer ETF December

67 hedge funds and large institutions have $70.4M invested in FT Vest US Equity Buffer ETF December in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 31 increasing their positions, 7 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 7

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

18% more funds holding

Funds holding: 5767 (+10)

0.52% less ownership

Funds ownership: 36.92%36.4% (-0.52%)

9% less capital invested

Capital invested by funds: $77.3M → $70.4M (-$6.86M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
67
Holders Change
+10
Holders Change %
+17.54%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
31
Reduced
7
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
1
Truist Financial
North Carolina
$8M +$7.95M +251,411 New
Osaic Holdings
2
Osaic Holdings
Arizona
$7.34M +$4.56M +144,142 +166%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$7.26M +$2.06M +65,260 +40%
CA
4
Cetera Advisors
Colorado
$4.4M +$797K +25,213 +22%
GRP
5
Global Retirement Partners
California
$2.83M -$44.5K -1,409 -2%
KAS
6
Kestra Advisory Services
Texas
$2.42M +$1.34M +42,387 +125%
KWS
7
Keystone Wealth Services
California
$2.39M +$218K +6,900 +10%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.95M +$731K +23,126 +61%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$1.94M +$1.93M +61,132 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.67M +$1.45M +45,903 +679%
ZIMP
11
Zimmermann Investment Management & Planning
Pennsylvania
$1.59M +$1.58M +50,068 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.55M -$841K -26,599 -35%
RJA
13
Raymond James & Associates
Florida
$1.47M +$1.46M +46,214 New
AWM
14
AE Wealth Management
Kansas
$1.46M +$812K +25,685 +126%
HI
15
Harbour Investments
Wisconsin
$1.24M +$396K +12,534 +47%
OC
16
Oppenheimer & Co
New York
$970K +$965K +30,530 New
TFS
17
TrustCore Financial Services
Tennessee
$937K +$375K +11,873 +67%
MCWS
18
McKinley Carter Wealth Services
West Virginia
$905K +$434K +13,726 +93%
MML Investors Services
19
MML Investors Services
Massachusetts
$898K +$649K +20,550 +266%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$868K +$495K +15,677 +134%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$868K +$564K +17,841 +188%
T
22
TRUADVICE
Florida
$797K
MA
23
Mutual Advisors
Nebraska
$790K -$326K -10,311 -29%
VBFP
24
Valtinson Bruner Financial Planning
Minnesota
$779K +$759K +24,024 New
PCMC
25
Paragon Capital Management (Colorado)
Colorado
$738K +$734K +23,222 New

FDEC Hedge Fund Activity: Q4 2022 in Review

67 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF December (FDEC) for Q4 2022, worth a combined $70.4M — down 8.9% from $77.3M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FDEC positions and 11 closed out — a net gain of 12 holders — while 31 added to existing stakes and 7 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $7.95M. The largest seller was Summit Financial Wealth Advisors, exiting entirely with an estimated $14.4M sold.

  • 67 institutional investors held FT Vest US Equity Buffer ETF December (FDEC) as of Q4 2022, up from 57 in Q3 2022.
  • Funds reported $70.4M of FT Vest US Equity Buffer ETF December stock for Q4 2022, down 8.9% quarter-over-quarter.
  • 23 funds opened new FT Vest US Equity Buffer ETF December positions in Q4 2022 and 11 closed out, a net change of +12 holders.
  • The largest FT Vest US Equity Buffer ETF December buyer in Q4 2022 was Truist Financial, an estimated $7.95M added.
  • The largest FT Vest US Equity Buffer ETF December seller in Q4 2022 was Summit Financial Wealth Advisors, an estimated $14.4M sold.

Based on aggregated 13F filings for Q4 2022.