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FT Vest US Equity Buffer ETF February

88 hedge funds and large institutions have $151M invested in FT Vest US Equity Buffer ETF February in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

28% more funds holding

Funds holding: 6988 (+19)

7% more capital invested

Capital invested by funds: $140M → $151M (+$10.5M)

8% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 25

2.42% less ownership

Funds ownership: 55.6%53.18% (-2.4%)

Holders
88
Holders Change
+19
Holders Change %
+27.54%
% of All Funds
1.39%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
26
Increased
23
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OAJ
1
Ogorek Anthony Joseph
New York
$16.4M +$16.2M +429,524 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$13M +$3.9M +103,248 +44%
TFS
3
TrustCore Financial Services
Tennessee
$10.6M +$2.8M +74,170 +37%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$7.73M +$1.83M +48,430 +31%
VBFP
5
Valtinson Bruner Financial Planning
Minnesota
$7.35M +$88K +2,332 +1%
Osaic Holdings
6
Osaic Holdings
Arizona
$7.02M +$91.8K +2,433 +2%
MSFS
7
Main Street Financial Solutions
Pennsylvania
$4.99M
GDP
8
Great Diamond Partners
Maine
$4.93M +$1M +26,570 +26%
ICG
9
InterOcean Capital Group
Tennessee
$4.69M
KAS
10
Kestra Advisory Services
Texas
$4.67M +$1.29M +34,205 +39%
CA
11
Cetera Advisors
Colorado
$4.52M +$928K +24,592 +26%
SI
12
Stephens Inc
Arkansas
$3.87M +$1.25M +33,080 +49%
MFGM
13
Marshall Financial Group (Maryland)
Maryland
$3.83M
BCM
14
Beck Capital Management
Texas
$3.47M -$849K -22,511 -20%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.85M -$115K -3,058 -4%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$2.67M +$1.34M +35,620 +104%
Mariner
17
Mariner
Kansas
$2.46M -$81.2K -2,152 -3%
CA
18
Corrado Advisors
New Jersey
$2.43M -$88.1K -2,336 -4%
SFG
19
Sovereign Financial Group
Connecticut
$2.25M +$688K +18,245 +45%
AI
20
Atria Investments
North Carolina
$2.17M -$13.4K -354 -0.6%
KWS
21
Keystone Wealth Services
California
$2.06M +$2.03M +53,917 New
CAN
22
Cetera Advisor Networks
California
$1.71M +$296K +7,849 +21%
SAM
23
Strategic Asset Management
Minnesota
$1.6M +$34.5K +915 +2%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.57M +$58.7K +1,555 +4%
T
25
TRUADVICE
Florida
$1.47M -$2.83K -75 -0.2%

FFEB Hedge Fund Activity: Q1 2022 in Review

88 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF February (FFEB) for Q1 2022, worth a combined $151M — up 7.5% from $140M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FFEB positions and 6 closed out — a net gain of 20 holders — while 23 added to existing stakes and 25 trimmed.

The largest buyer was Ogorek Anthony Joseph, opening a new position worth an estimated $16.2M. The largest seller was American Portfolios Advisors, cutting an estimated $21.4M.

  • 88 institutional investors held FT Vest US Equity Buffer ETF February (FFEB) as of Q1 2022, up from 69 in Q4 2021.
  • Funds reported $151M of FT Vest US Equity Buffer ETF February stock for Q1 2022, up 7.5% quarter-over-quarter.
  • 26 funds opened new FT Vest US Equity Buffer ETF February positions in Q1 2022 and 6 closed out, a net change of +20 holders.
  • The largest FT Vest US Equity Buffer ETF February buyer in Q1 2022 was Ogorek Anthony Joseph, an estimated $16.2M added.
  • The largest FT Vest US Equity Buffer ETF February seller in Q1 2022 was American Portfolios Advisors, an estimated $21.4M sold.

Based on aggregated 13F filings for Q1 2022.