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FT Vest US Equity Buffer ETF February

103 hedge funds and large institutions have $186M invested in FT Vest US Equity Buffer ETF February in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 57 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less funds holding

Funds holding: 113103 (-10)

16.1% less ownership

Funds ownership: 53.73%37.63% (-16%)

23% less capital invested

Capital invested by funds: $241M → $186M (-$54.9M)

43% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 21

84% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 57

Holders
103
Holders Change
-10
Holders Change %
-8.85%
% of All Funds
1.5%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
12
Increased
9
Reduced
57
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FP
1
Fiduciary Planning
Florida
$24.6M +$16.4M +406,392 +238%
SWA
2
Stratos Wealth Advisors
Ohio
$22.8M -$24.2K -601 -0.1%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$15.2M -$543K -13,464 -4%
RFG
4
REAP Financial Group
Texas
$9.37M +$8.85M +219,694 New
VBFP
5
Valtinson Bruner Financial Planning
Minnesota
$7.6M -$222K -5,499 -3%
Osaic Holdings
6
Osaic Holdings
Arizona
$7.58M -$7.35M -182,272 -51%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$6.75M -$21.7K -538 -0.3%
HI
8
Harbour Investments
Wisconsin
$5.32M -$4.03K -100 -0.1%
GDP
9
Great Diamond Partners
Maine
$5.28M -$131K -3,254 -3%
KAS
10
Kestra Advisory Services
Texas
$5.21M +$191K +4,731 +4%
OBWG
11
Onyx Bridge Wealth Group
New York
$4.99M -$18.3K -453 -0.4%
ICG
12
InterOcean Capital Group
Tennessee
$3.14M
CAN
13
Cetera Advisor Networks
California
$3.07M -$248K -6,149 -8%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.07M -$185K -4,580 -6%
MSFS
15
Main Street Financial Solutions
Pennsylvania
$3.07M
KWS
16
Keystone Wealth Services
California
$2.91M -$21.6K -535 -0.8%
LA
17
LM Advisors
California
$2.82M +$2.66M +66,020 New
SI
18
Stephens Inc
Arkansas
$2.78M
Mariner
19
Mariner
Kansas
$2.3M -$98.2K -2,437 -4%
LPL Financial
20
LPL Financial
California
$2.01M +$167K +4,135 +10%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$2M -$770K -19,112 -29%
AI
22
Atria Investments
North Carolina
$1.91M -$3.09M -76,759 -63%
CA
23
Cetera Advisors
Colorado
$1.83M -$37.8K -938 -2%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.82M +$164K +4,076 +11%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.75M -$71.6K -1,776 -4%

FFEB Hedge Fund Activity: Q4 2023 in Review

103 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF February (FFEB) for Q4 2023, worth a combined $186M — down 23% from $241M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of FFEB and 12 opened new positions — a net loss of 9 holders — while 57 trimmed existing stakes and 9 added.

The largest buyer was Fiduciary Planning, adding an estimated $16.4M. The largest seller was Wells Fargo, cutting an estimated $23.2M.

  • 103 institutional investors held FT Vest US Equity Buffer ETF February (FFEB) as of Q4 2023, down from 113 in Q3 2023.
  • Funds reported $186M of FT Vest US Equity Buffer ETF February stock for Q4 2023, down 23% quarter-over-quarter.
  • 12 funds opened new FT Vest US Equity Buffer ETF February positions in Q4 2023 and 21 closed out, a net change of -9 holders.
  • The largest FT Vest US Equity Buffer ETF February buyer in Q4 2023 was Fiduciary Planning, an estimated $16.4M added.
  • The largest FT Vest US Equity Buffer ETF February seller in Q4 2023 was Wells Fargo, an estimated $23.2M sold.

Based on aggregated 13F filings for Q4 2023.