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FT Vest US Equity Buffer ETF February

132 hedge funds and large institutions have $348M invested in FT Vest US Equity Buffer ETF February in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 53 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 6

96% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 27

87% more capital invested

Capital invested by funds: $186M → $348M (+$162M)

28% more funds holding

Funds holding: 103132 (+29)

7.05% more ownership

Funds ownership: 37.63%44.68% (+7.1%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
132
Holders Change
+29
Holders Change %
+28.16%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
36
Increased
53
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LI
76
LVZ Inc
Michigan
$548K +$115K +2,620 +28%
SS
77
Sunbelt Securities
Texas
$543K +$149K +3,407 +40%
SAI
78
Savvy Advisors Inc
New York
$516K +$500K +11,408 New
CWS
79
Cypress Wealth Services
California
$500K
AWS
80
Atria Wealth Solutions
New York
$466K +$98.3K +2,241 +28%
OIA
81
OneDigital Investment Advisors
Kansas
$425K -$248K -5,648 -38%
EWM
82
Echo Wealth Management
Minnesota
$407K -$73.5K -1,675 -16%
TLA
83
Tanglewood Legacy Advisors
Texas
$376K +$306K +6,973 +526%
EWM
84
EPG Wealth Management
Georgia
$358K +$110K +2,500 +46%
Truist Financial
85
Truist Financial
North Carolina
$351K +$341K +7,763 New
IFG
86
Independent Financial Group
California
$351K +$56.9K +1,297 +20%
CA
87
CoreCap Advisors
Michigan
$343K +$122K +2,782 +58%
KWA
88
Kingswood Wealth Advisors
California
$328K +$318K +7,246 New
MOS
89
MGO One Seven
Ohio
$318K -$13.2K -300 -4%
LPT
90
Legacy Private Trust
Wisconsin
$311K +$302K +6,877 New
RWA
91
Redhawk Wealth Advisors
Minnesota
$304K +$295K +6,717 New
Envestnet Portfolio Solutions
92
Envestnet Portfolio Solutions
Illinois
$300K +$291K +6,624 New
KCFA
93
Key Client Fiduciary Advisors
New Jersey
$299K -$16.5K -375 -5%
MCWS
94
McKinley Carter Wealth Services
West Virginia
$285K +$15K +342 +6%
LNC
95
Lincoln National Corp
Pennsylvania
$284K -$179K -4,080 -39%
LFAS
96
Level Four Advisory Services
Texas
$279K
SB
97
Strategic Blueprint
Georgia
$267K +$259K +5,905 New
CBFP
98
Cedar Brook Financial Partners
Ohio
$263K
RC
99
Rovin Capital
Arizona
$258K +$250K +5,695 New
ACM
100
Anfield Capital Management
California
$254K

FFEB Hedge Fund Activity: Q1 2024 in Review

132 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF February (FFEB) for Q1 2024, worth a combined $348M — up 87% from $186M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new FFEB positions and 6 closed out — a net gain of 30 holders — while 53 added to existing stakes and 27 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $32.3M. The largest seller was Valtinson Bruner Financial Planning, cutting an estimated $5.84M.

  • 132 institutional investors held FT Vest US Equity Buffer ETF February (FFEB) as of Q1 2024, up from 103 in Q4 2023.
  • Funds reported $348M of FT Vest US Equity Buffer ETF February stock for Q1 2024, up 87% quarter-over-quarter.
  • 36 funds opened new FT Vest US Equity Buffer ETF February positions in Q1 2024 and 6 closed out, a net change of +30 holders.
  • The largest FT Vest US Equity Buffer ETF February buyer in Q1 2024 was Raymond James Financial Services Advisors, an estimated $32.3M added.
  • The largest FT Vest US Equity Buffer ETF February seller in Q1 2024 was Valtinson Bruner Financial Planning, an estimated $5.84M sold.

Based on aggregated 13F filings for Q1 2024.