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FT Vest US Equity Buffer ETF February

97 hedge funds and large institutions have $155M invested in FT Vest US Equity Buffer ETF February in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

52% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 21

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

27% more capital invested

Capital invested by funds: $122M → $155M (+$33.1M)

17% more funds holding

Funds holding: 8397 (+14)

4.14% more ownership

Funds ownership: 44.8%48.94% (+4.1%)

Holders
97
Holders Change
+14
Holders Change %
+16.87%
% of All Funds
1.55%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
26
Increased
32
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1
Stratos Wealth Advisors
Ohio
$18.1M +$17.7M +484,519 New
OAJ
2
Ogorek Anthony Joseph
New York
$15.7M -$76.6K -2,097 -0.5%
Osaic Holdings
3
Osaic Holdings
Arizona
$11.1M +$4.36M +119,501 +68%
CA
4
Cetera Advisors
Colorado
$8.08M +$5.16M +141,327 +189%
VBFP
5
Valtinson Bruner Financial Planning
Minnesota
$6.9M -$152K -4,167 -2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$5.63M +$332K +9,106 +6%
MSFS
7
Main Street Financial Solutions
Pennsylvania
$5.04M +$195K +5,330 +4%
KAS
8
Kestra Advisory Services
Texas
$4.71M +$192K +5,259 +4%
GDP
9
Great Diamond Partners
Maine
$4.66M -$70K -1,917 -2%
HI
10
Harbour Investments
Wisconsin
$4.48M +$86.9K +2,381 +2%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$4.21M +$1.45M +39,607 +54%
EFL
12
ERn Financial LLC
Wisconsin
$3.7M +$3.61M +98,991 New
ICG
13
InterOcean Capital Group
Tennessee
$3.1M
CAN
14
Cetera Advisor Networks
California
$3.05M +$1.25M +34,324 +73%
SI
15
Stephens Inc
Arkansas
$2.54M +$655K +17,947 +36%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$2.47M +$2.41M +66,065 New
KWS
17
Keystone Wealth Services
California
$2.45M +$684K +18,739 +40%
CA
18
Corrado Advisors
New Jersey
$2.14M -$83.7K -2,293 -4%
WS
19
Wedbush Securities
California
$2.11M +$659K +18,047 +47%
Mariner
20
Mariner
Kansas
$2M -$51.7K -1,416 -3%
AI
21
Atria Investments
North Carolina
$1.9M -$7.59K -208 -0.4%
CW
22
CreativeOne Wealth
Kansas
$1.79M +$584K +15,998 +50%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$1.65M +$102K +2,796 +7%
MFGM
24
Marshall Financial Group (Maryland)
Maryland
$1.5M -$1.95M -53,361 -57%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.43M -$177K -4,836 -11%

FFEB Hedge Fund Activity: Q1 2023 in Review

97 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF February (FFEB) for Q1 2023, worth a combined $155M — up 27% from $122M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FFEB positions and 10 closed out — a net gain of 16 holders — while 32 added to existing stakes and 21 trimmed.

The largest buyer was Stratos Wealth Advisors, opening a new position worth an estimated $17.7M. The largest seller was Marshall Financial Group (Maryland), cutting an estimated $1.95M.

  • 97 institutional investors held FT Vest US Equity Buffer ETF February (FFEB) as of Q1 2023, up from 83 in Q4 2022.
  • Funds reported $155M of FT Vest US Equity Buffer ETF February stock for Q1 2023, up 27% quarter-over-quarter.
  • 26 funds opened new FT Vest US Equity Buffer ETF February positions in Q1 2023 and 10 closed out, a net change of +16 holders.
  • The largest FT Vest US Equity Buffer ETF February buyer in Q1 2023 was Stratos Wealth Advisors, an estimated $17.7M added.
  • The largest FT Vest US Equity Buffer ETF February seller in Q1 2023 was Marshall Financial Group (Maryland), an estimated $1.95M sold.

Based on aggregated 13F filings for Q1 2023.