We are live on ! Find out more
FFEB icon

FT Vest US Equity Buffer ETF February

101 hedge funds and large institutions have $215M invested in FT Vest US Equity Buffer ETF February in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

39% more capital invested

Capital invested by funds: $155M → $215M (+$60.2M)

4% more funds holding

Funds holding: 97101 (+4)

3.62% more ownership

Funds ownership: 48.94%52.56% (+3.6%)

38% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 40

Holders
101
Holders Change
+4
Holders Change %
+4.12%
% of All Funds
1.59%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
13
Increased
25
Reduced
40
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
51
Strategic Blueprint
Georgia
$694K +$386K +10,121 +139%
OIM
52
Oder Investment Management
California
$691K -$29K -760 -4%
IWC
53
Integrated Wealth Concepts
Massachusetts
$676K -$8.77K -230 -1%
OWM
54
Opes Wealth Management
California
$663K +$181K +4,743 +40%
FFN
55
Focus Financial Network
Minnesota
$643K -$71K -1,860 -10%
RIA
56
Regal Investment Advisors
Michigan
$634K -$4.77K -125 -0.8%
BRWA
57
B. Riley Wealth Advisors
Florida
$627K +$24.8K +650 +4%
NA
58
NewEdge Advisors
Louisiana
$596K
EWM
59
Echo Wealth Management
Minnesota
$568K
CFGS
60
Concourse Financial Group Securities
Alabama
$472K -$14K -367 -3%
CWS
61
Cypress Wealth Services
California
$445K
LFAS
62
Level Four Advisory Services
Texas
$439K +$25.1K +658 +6%
LNC
63
Lincoln National Corp
Pennsylvania
$412K -$130K -3,415 -25%
1W
64
1776 Wealth
Georgia
$386K
LI
65
LVZ Inc
Michigan
$377K
SS
66
Sunbelt Securities
Texas
$342K
AWS
67
Atria Wealth Solutions
New York
$320K
AWM
68
Apollon Wealth Management
South Carolina
$310K +$87.8K +2,302 +42%
MOS
69
MGO One Seven
Ohio
$298K -$1.22K -32 -0.4%
KCFA
70
Key Client Fiduciary Advisors
New Jersey
$278K
ACM
71
Anfield Capital Management
California
$264K
IFG
72
Independent Financial Group
California
$257K +$38.1K +1,000 +18%
AAS
73
Ameritas Advisory Services
Nebraska
$240K +$49.6K +1,300 +27%
MCWS
74
McKinley Carter Wealth Services
West Virginia
$237K
CBFP
75
Cedar Brook Financial Partners
Ohio
$233K -$763 -20 -0.3%

FFEB Hedge Fund Activity: Q2 2023 in Review

101 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF February (FFEB) for Q2 2023, worth a combined $215M — up 39% from $155M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FFEB positions and 9 closed out — a net gain of 4 holders — while 25 added to existing stakes and 40 trimmed.

The largest buyer was 3D/L Capital Management, opening a new position worth an estimated $24.3M. The largest seller was Cetera Advisors, cutting an estimated $1.38M.

  • 101 institutional investors held FT Vest US Equity Buffer ETF February (FFEB) as of Q2 2023, up from 97 in Q1 2023.
  • Funds reported $215M of FT Vest US Equity Buffer ETF February stock for Q2 2023, up 39% quarter-over-quarter.
  • 13 funds opened new FT Vest US Equity Buffer ETF February positions in Q2 2023 and 9 closed out, a net change of +4 holders.
  • The largest FT Vest US Equity Buffer ETF February buyer in Q2 2023 was 3D/L Capital Management, an estimated $24.3M added.
  • The largest FT Vest US Equity Buffer ETF February seller in Q2 2023 was Cetera Advisors, an estimated $1.38M sold.

Based on aggregated 13F filings for Q2 2023.