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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
Wells Fargo
1
Wells Fargo
California
$22.7M +$23.2M +581,565 +58,098%
SWA
2
Stratos Wealth Advisors
Ohio
$20.9M +$430K +10,772 +2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$14.4M -$347K -8,681 -2%
Osaic Holdings
4
Osaic Holdings
Arizona
$14M +$3.5M +87,584 +32%
AIM
5
Astor Investment Management
Illinois
$12.6M +$12.9M +323,807 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$9.9M +$5.97M +149,358 +143%
AWM
7
AE Wealth Management
Kansas
$8.84M +$7.82M +195,651 +630%
VBFP
8
Valtinson Bruner Financial Planning
Minnesota
$7.16M -$9.91K -248 -0.1%
FP
9
Fiduciary Planning
Florida
$6.65M +$6.81M +170,492 New
ACA
10
Aptus Capital Advisors
Alabama
$6.63M +$6.69M +167,320 +6,084%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$6.19M +$510K +12,772 +9%
MWM
12
Maltin Wealth Management
New Jersey
$4.97M -$21.4K -535 -0.4%
GDP
13
Great Diamond Partners
Maine
$4.95M +$53.8K +1,346 +1%
HI
14
Harbour Investments
Wisconsin
$4.86M -$60.6K -1,516 -1%
AI
15
Atria Investments
North Carolina
$4.74M +$2.86M +71,663 +144%
KAS
16
Kestra Advisory Services
Texas
$4.57M +$284K +7,102 +6%
OBWG
17
Onyx Bridge Wealth Group
New York
$4.57M -$13.8K -346 -0.3%
CWA
18
Centennial Wealth Advisory
Michigan
$4.32M +$4.43M +110,937 New
EFL
19
ERn Financial LLC
Wisconsin
$3.81M -$157K -3,927 -4%
CA
20
CoreCap Advisors
Michigan
$3.31M +$2.64M +65,974 +347%
CAN
21
Cetera Advisor Networks
California
$3.05M -$329K -8,236 -10%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.98M -$42.9K -1,074 -1%
ICG
23
InterOcean Capital Group
Tennessee
$2.87M
MSFS
24
Main Street Financial Solutions
Pennsylvania
$2.8M -$2.42M -60,670 -46%
KWS
25
Keystone Wealth Services
California
$2.68M -$919 -23 -0%

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.