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FT Vest US Equity Buffer ETF February

141 hedge funds and large institutions have $256M invested in FT Vest US Equity Buffer ETF February in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 16 increasing their positions, 67 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 151141 (-10)

8.75% less ownership

Funds ownership: 39.55%30.8% (-8.7%)

26% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 27

31% less capital invested

Capital invested by funds: $371M → $256M (-$115M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

76% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 67

Holders
141
Holders Change
-10
Holders Change %
-6.62%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
20
Increased
16
Reduced
67
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WS
51
Wedbush Securities
California
$887K -$157K -3,178 -15%
JSW
52
Journey Strategic Wealth
New Jersey
$878K -$5.03K -102 -0.6%
OIM
53
Oder Investment Management
California
$877K
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$870K -$136K -2,760 -14%
AWM
55
AE Wealth Management
Kansas
$855K -$1.96M -39,718 -70%
IWC
56
Integrated Wealth Concepts
Massachusetts
$809K -$1.19K -24 -0.1%
NA
57
NewEdge Advisors
Louisiana
$792K -$266K -5,387 -25%
1W
58
1776 Wealth
Georgia
$768K
MML Investors Services
59
MML Investors Services
Massachusetts
$744K -$81.4K -1,649 -10%
OWM
60
Opes Wealth Management
California
$721K -$37.3K -755 -5%
GFG
61
Grantvest Financial Group
New Jersey
$710K +$704K +14,270 New
AAS
62
Ameritas Advisory Services
Nebraska
$681K -$249K -5,035 -27%
FFA
63
Fragasso Financial Advisors
Pennsylvania
$678K -$370K -7,493 -35%
BCM
64
Brookstone Capital Management
Illinois
$664K +$122K +2,475 +23%
CFGS
65
Concourse Financial Group Securities
Alabama
$647K -$54.6K -1,107 -8%
LI
66
LVZ Inc
Michigan
$602K
SG
67
StoneX Group
New York
$599K +$594K +12,027 New
SS
68
Sunbelt Securities
Texas
$590K
FFS
69
Founders Financial Securities
Maryland
$585K +$213K +4,315 +58%
SFG
70
Sovereign Financial Group
Connecticut
$582K -$16.9K -342 -3%
SB
71
Strategic Blueprint
Georgia
$576K +$31.8K +645 +6%
MW
72
MBL Wealth
North Carolina
$570K -$44.4K -900 -7%
TA
73
TFB Advisors
Kansas
$568K +$183K +3,700 +48%
HIS
74
Harvest Investment Services
Illinois
$554K
CA
75
CoreCap Advisors
Michigan
$537K +$64.6K +1,308 +14%

FFEB Hedge Fund Activity: Q4 2024 in Review

141 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF February (FFEB) for Q4 2024, worth a combined $256M — down 31% from $371M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of FFEB and 20 opened new positions — a net loss of 7 holders — while 67 trimmed existing stakes and 16 added.

The largest buyer was Allworth Financial, opening a new position worth an estimated $6.75M. The largest seller was Wells Fargo, cutting an estimated $40.8M.

  • 141 institutional investors held FT Vest US Equity Buffer ETF February (FFEB) as of Q4 2024, down from 151 in Q3 2024.
  • Funds reported $256M of FT Vest US Equity Buffer ETF February stock for Q4 2024, down 31% quarter-over-quarter.
  • 20 funds opened new FT Vest US Equity Buffer ETF February positions in Q4 2024 and 27 closed out, a net change of -7 holders.
  • The largest FT Vest US Equity Buffer ETF February buyer in Q4 2024 was Allworth Financial, an estimated $6.75M added.
  • The largest FT Vest US Equity Buffer ETF February seller in Q4 2024 was Wells Fargo, an estimated $40.8M sold.

Based on aggregated 13F filings for Q4 2024.