We are live on ! Find out more
FFEB icon

FT Vest US Equity Buffer ETF February

113 hedge funds and large institutions have $241M invested in FT Vest US Equity Buffer ETF February in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 17 increasing their positions, 48 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

12% more capital invested

Capital invested by funds: $215M → $241M (+$25.6M)

12% more funds holding

Funds holding: 101113 (+12)

1.17% more ownership

Funds ownership: 52.56%53.73% (+1.2%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

65% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 48

Holders
113
Holders Change
+12
Holders Change %
+11.88%
% of All Funds
1.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
22
Increased
17
Reduced
48
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DFA
51
DHJJ Financial Advisors
Illinois
$802K -$28K -700 -3%
FFA
52
Fragasso Financial Advisors
Pennsylvania
$789K -$38K -952 -4%
IAN
53
Integrated Advisors Network
Texas
$770K -$418K -10,461 -35%
OIM
54
Oder Investment Management
California
$676K
IWC
55
Integrated Wealth Concepts
Massachusetts
$657K -$4.96K -124 -0.7%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$647K +$663K +16,587 New
OWM
57
Opes Wealth Management
California
$643K -$6.67K -167 -1%
FFN
58
Focus Financial Network
Minnesota
$623K -$5.99K -150 -0.9%
AAS
59
Avantax Advisory Services
Texas
$606K -$438K -10,960 -41%
LCWP
60
Legacy Capital Wealth Partners
Arkansas
$577K +$591K +14,798 New
SFG
61
Sovereign Financial Group
Connecticut
$557K -$850K -21,271 -60%
NW
62
Naviter Wealth
Arkansas
$547K +$560K +14,025 New
HIS
63
Harvest Investment Services
Illinois
$525K +$538K +13,468 New
RIA
64
Regal Investment Advisors
Michigan
$524K -$98.3K -2,460 -15%
CFGS
65
Concourse Financial Group Securities
Alabama
$461K -$400 -10 -0.1%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$434K +$445K +11,144 New
CWS
67
Cypress Wealth Services
California
$430K
LFAS
68
Level Four Advisory Services
Texas
$429K
EWM
69
Echo Wealth Management
Minnesota
$417K -$136K -3,396 -24%
LNC
70
Lincoln National Corp
Pennsylvania
$403K
SPC
71
Sigma Planning Corp
Michigan
$398K +$408K +10,205 New
1W
72
1776 Wealth
Georgia
$378K
LI
73
LVZ Inc
Michigan
$369K
SB
74
Strategic Blueprint
Georgia
$361K -$326K -8,154 -47%
ASN
75
Advisory Services Network
Georgia
$361K +$370K +9,264 New

FFEB Hedge Fund Activity: Q3 2023 in Review

113 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF February (FFEB) for Q3 2023, worth a combined $241M — up 12% from $215M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FFEB positions and 10 closed out — a net gain of 12 holders — while 17 added to existing stakes and 48 trimmed.

The largest buyer was Wells Fargo, adding an estimated $23.2M. The largest seller was 3D/L Capital Management, exiting entirely with an estimated $25.3M sold.

  • 113 institutional investors held FT Vest US Equity Buffer ETF February (FFEB) as of Q3 2023, up from 101 in Q2 2023.
  • Funds reported $241M of FT Vest US Equity Buffer ETF February stock for Q3 2023, up 12% quarter-over-quarter.
  • 22 funds opened new FT Vest US Equity Buffer ETF February positions in Q3 2023 and 10 closed out, a net change of +12 holders.
  • The largest FT Vest US Equity Buffer ETF February buyer in Q3 2023 was Wells Fargo, an estimated $23.2M added.
  • The largest FT Vest US Equity Buffer ETF February seller in Q3 2023 was 3D/L Capital Management, an estimated $25.3M sold.

Based on aggregated 13F filings for Q3 2023.