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FT Vest US Equity Buffer ETF December

80 hedge funds and large institutions have $94.9M invested in FT Vest US Equity Buffer ETF December in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

50% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 18

35% more capital invested

Capital invested by funds: $70.4M → $94.9M (+$24.5M)

19% more funds holding

Funds holding: 6780 (+13)

6.08% more ownership

Funds ownership: 36.4%42.48% (+6.1%)

Holders
80
Holders Change
+13
Holders Change %
+19.4%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
27
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LC
1
Legacy CG
Texas
$9.31M +$9.09M +276,517 New
Truist Financial
2
Truist Financial
North Carolina
$8.69M +$219K +6,654 +3%
HCA
3
Heck Capital Advisors
Wisconsin
$8.6M +$8.4M +255,504 New
Osaic Holdings
4
Osaic Holdings
Arizona
$7.82M +$32.9K +1,000 +0.4%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$5.76M +$3.61M +109,854 +180%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$4.28M +$2.58M +78,320 +161%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.05M +$966K +29,365 +48%
CA
8
Cetera Advisors
Colorado
$2.94M -$1.68M -51,008 -37%
KWS
9
Keystone Wealth Services
California
$2.6M +$62.5K +1,900 +3%
KAS
10
Kestra Advisory Services
Texas
$2.6M +$30.2K +917 +1%
RJA
11
Raymond James & Associates
Florida
$2.26M +$685K +20,832 +45%
GRP
12
Global Retirement Partners
California
$2.15M -$827K -25,153 -28%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.95M +$168K +5,110 +10%
ZIMP
14
Zimmermann Investment Management & Planning
Pennsylvania
$1.86M +$167K +5,071 +10%
HI
15
Harbour Investments
Wisconsin
$1.55M +$228K +6,941 +18%
OC
16
Oppenheimer & Co
New York
$1.46M +$418K +12,699 +42%
AWM
17
AE Wealth Management
Kansas
$1.44M -$106K -3,222 -7%
AAS
18
Avantax Advisory Services
Texas
$1.08M +$769K +23,390 +268%
CAN
19
Cetera Advisor Networks
California
$1.07M +$494K +15,033 +90%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.06M +$135K +4,094 +15%
MCWS
21
McKinley Carter Wealth Services
West Virginia
$959K
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$937K +$915K +27,817 New
T
23
TRUADVICE
Florida
$830K
VBFP
24
Valtinson Bruner Financial Planning
Minnesota
$829K +$19.5K +594 +2%
MA
25
Mutual Advisors
Nebraska
$814K -$23K -700 -3%

FDEC Hedge Fund Activity: Q1 2023 in Review

80 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF December (FDEC) for Q1 2023, worth a combined $94.9M — up 35% from $70.4M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FDEC positions and 6 closed out — a net gain of 15 holders — while 27 added to existing stakes and 18 trimmed.

The largest buyer was Legacy CG, opening a new position worth an estimated $9.09M. The largest seller was Cetera Advisors, cutting an estimated $1.68M.

  • 80 institutional investors held FT Vest US Equity Buffer ETF December (FDEC) as of Q1 2023, up from 67 in Q4 2022.
  • Funds reported $94.9M of FT Vest US Equity Buffer ETF December stock for Q1 2023, up 35% quarter-over-quarter.
  • 21 funds opened new FT Vest US Equity Buffer ETF December positions in Q1 2023 and 6 closed out, a net change of +15 holders.
  • The largest FT Vest US Equity Buffer ETF December buyer in Q1 2023 was Legacy CG, an estimated $9.09M added.
  • The largest FT Vest US Equity Buffer ETF December seller in Q1 2023 was Cetera Advisors, an estimated $1.68M sold.

Based on aggregated 13F filings for Q1 2023.