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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
SS
76
Sunbelt Securities
Texas
$335K
CW
77
CreativeOne Wealth
Kansas
$329K -$898K -22,459 -73%
AWS
78
Atria Wealth Solutions
New York
$314K
FCM
79
Fourpath Capital Management
Oklahoma
$307K +$315K +7,887 New
AWM
80
Axxcess Wealth Management
California
$305K +$313K +7,828 New
Morgan Stanley
81
Morgan Stanley
New York
$293K +$272K +6,806 +956%
MOS
82
MGO One Seven
Ohio
$289K -$1.92K -48 -0.6%
DC
83
Davenport & Co
Virginia
$288K +$296K +7,399 New
KCFA
84
Key Client Fiduciary Advisors
New Jersey
$272K
ACM
85
Anfield Capital Management
California
$258K
IFG
86
Independent Financial Group
California
$251K
AWM
87
Apollon Wealth Management
South Carolina
$250K -$54.5K -1,363 -18%
AAS
88
Ameritas Advisory Services
Nebraska
$238K
RCM
89
Raleigh Capital Management
North Carolina
$235K +$241K +6,041 New
MCWS
90
McKinley Carter Wealth Services
West Virginia
$232K
CBFP
91
Cedar Brook Financial Partners
Ohio
$228K
GM
92
GeoWealth Management
Illinois
$213K +$219K +5,482 New
EWM
93
EPG Wealth Management
Georgia
$210K
Envestnet Portfolio Solutions
94
Envestnet Portfolio Solutions
Illinois
$207K +$212K +5,304 New
NS
95
NBC Securities
Alabama
$191K +$197K +4,920 New
SPIA
96
Steward Partners Investment Advisory
New York
$168K
BBPWM
97
Blue Bell Private Wealth Management
Pennsylvania
$159K +$71.9K +1,800 +79%
Comerica Bank
98
Comerica Bank
Texas
$139K +$142K +3,559 New
GI
99
Gradient Investments
Minnesota
$132K
AF
100
Advisornet Financial
Minnesota
$131K -$2K -50 -1%

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.