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FT Vest US Equity Buffer ETF December

138 hedge funds and large institutions have $314M invested in FT Vest US Equity Buffer ETF December in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

0% less capital invested

Capital invested by funds: $315M → $314M (-$932K)

1% less funds holding

Funds holding: 139138 (-1)

1.77% less ownership

Funds ownership: 30.8%29.04% (-1.8%)

65% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 66

Holders
138
Holders Change
-1
Holders Change %
-0.72%
% of All Funds
1.81%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
16
Increased
23
Reduced
66
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GW
1
Griffith & Werner
Georgia
$32.7M +$31.3M +653,588 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$28.8M -$6.41M -133,833 -19%
Raymond James Financial
3
Raymond James Financial
Florida
$18.4M +$5.77M +120,506 +47%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$18.3M -$312K -6,516 -2%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$18M -$335K -6,999 -2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$11.1M -$12.9M -268,356 -54%
AssetMark Inc
7
AssetMark Inc
California
$11M +$1.18M +24,687 +12%
Osaic Holdings
8
Osaic Holdings
Arizona
$9.8M -$1.55M -32,366 -14%
LPL Financial
9
LPL Financial
California
$9.3M +$1.55M +32,422 +21%
MOS
10
MGO One Seven
Ohio
$8.34M -$58.4K -1,219 -0.7%
SW
11
Schulz Wealth
Texas
$7.41M -$143K -2,992 -2%
KAS
12
Kestra Advisory Services
Texas
$6.92M +$1.26M +26,325 +23%
SI
13
Stephens Inc
Arkansas
$6.74M -$169K -3,533 -3%
AI
14
Atria Investments
North Carolina
$6.22M +$3.84M +80,136 +174%
MML Investors Services
15
MML Investors Services
Massachusetts
$5.71M -$450K -9,398 -7%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$5.34M -$3.24M -67,737 -38%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.85M -$257K -5,371 -5%
Truist Financial
18
Truist Financial
North Carolina
$4.79M -$207K -4,319 -4%
NC
19
NovaPoint Capital
Georgia
$4.74M -$140K -2,925 -3%
BWM
20
BAM Wealth Management
Colorado
$4.61M +$4.48M +93,603 New
NG
21
Novem Group
New York
$3.94M -$47.7K -995 -1%
AWA
22
Arkadios Wealth Advisors
Georgia
$3.64M +$14.3K +299 +0.4%
SPC
23
Sigma Planning Corp
Michigan
$3.58M -$327K -6,837 -9%
RFG
24
REAP Financial Group
Texas
$3.49M -$227K -4,732 -6%
CW
25
CreativeOne Wealth
Kansas
$3.2M -$5.54M -115,738 -64%

FDEC Hedge Fund Activity: Q3 2025 in Review

138 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF December (FDEC) for Q3 2025, worth a combined $314M — down 0.3% from $315M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FDEC positions and 15 closed out — a net gain of 1 holder — while 23 added to existing stakes and 66 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $5.77M. The largest seller was Grant Private Wealth Management, exiting entirely with an estimated $28.2M sold.

  • 138 institutional investors held FT Vest US Equity Buffer ETF December (FDEC) as of Q3 2025, down from 139 in Q2 2025.
  • Funds reported $314M of FT Vest US Equity Buffer ETF December stock for Q3 2025, down 0.3% quarter-over-quarter.
  • 16 funds opened new FT Vest US Equity Buffer ETF December positions in Q3 2025 and 15 closed out, a net change of +1 holder.
  • The largest FT Vest US Equity Buffer ETF December buyer in Q3 2025 was Raymond James Financial, an estimated $5.77M added.
  • The largest FT Vest US Equity Buffer ETF December seller in Q3 2025 was Grant Private Wealth Management, an estimated $28.2M sold.

Based on aggregated 13F filings for Q3 2025.