We are live on ! Find out more
FDEC icon

FT Vest US Equity Buffer ETF December

122 hedge funds and large institutions have $240M invested in FT Vest US Equity Buffer ETF December in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 42 increasing their positions, 14 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,400% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 1

204% more capital invested

Capital invested by funds: $78.9M → $240M (+$161M)

200% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 14

77% more funds holding

Funds holding: 69122 (+53)

16.23% more ownership

Funds ownership: 27.09%43.32% (+16%)

Holders
122
Holders Change
+53
Holders Change %
+76.81%
% of All Funds
1.78%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.06%
New
55
Increased
42
Reduced
14
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$20.8M +$17.6M +482,071 +1,176%
Osaic Holdings
2
Osaic Holdings
Arizona
$18.7M +$11.6M +317,085 +195%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$15M +$7.59M +207,560 +118%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$14.5M +$7.28M +199,114 +115%
SPC
5
Sigma Planning Corp
Michigan
$14.2M +$13.3M +364,811 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$13.5M +$11.1M +303,489 +696%
CW
7
CreativeOne Wealth
Kansas
$9.18M +$8.61M +235,455 New
Truist Financial
8
Truist Financial
North Carolina
$7.78M +$635K +17,357 +10%
SW
9
SMART Wealth
Nebraska
$7.2M +$6.76M +184,755 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$6.49M +$1.72M +46,980 +39%
SW
11
Schulz Wealth
Texas
$6.34M +$5.95M +162,590 New
BIM
12
Bullseye Investment Management
Ohio
$5.05M +$4.74M +129,631 New
HCA
13
Heck Capital Advisors
Wisconsin
$4.62M -$5.15M -140,935 -54%
GRP
14
Global Retirement Partners
California
$4.44M +$1.82M +49,901 +78%
RJA
15
Raymond James & Associates
Florida
$4.34M +$2.5M +68,459 +160%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$4.3M +$3.22M +88,011 +395%
CVA
17
Central Valley Advisors
California
$4.16M +$3.9M +106,596 New
CAN
18
Cetera Advisor Networks
California
$3.89M +$2.46M +67,354 +208%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$3.77M +$1.48M +40,372 +72%
SFS
20
Sowell Financial Services
Arkansas
$3.48M +$3.26M +89,134 New
KWS
21
Keystone Wealth Services
California
$3.19M +$175K +4,798 +6%
WP
22
WealthSource Partners
California
$3.02M +$2.83M +77,336 New
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$3M +$2.25M +61,509 +402%
NA
24
NewEdge Advisors
Louisiana
$2.93M +$2.03M +55,501 +298%
CA
25
Cetera Advisors
Colorado
$2.74M +$542K +14,821 +27%