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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
RJFSA
1
Raymond James Financial Services Advisors
Florida
$35.3M +$32.3M +736,843 +1,725%
FP
2
Fiduciary Planning
Florida
$26M -$159K -3,632 -0.6%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$24M +$7.62M +173,628 +49%
SWA
4
Stratos Wealth Advisors
Ohio
$22.5M -$1.63M -37,246 -7%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$19.2M +$11.7M +266,898 +169%
Osaic Holdings
6
Osaic Holdings
Arizona
$12.2M +$4.02M +91,531 +51%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$10.7M +$8.97M +204,477 +661%
RFG
8
REAP Financial Group
Texas
$9.87M -$75.6K -1,723 -0.8%
CA
9
Cetera Advisors
Colorado
$9.23M +$7.06M +160,898 +375%
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$8.77M +$8.5M +193,778 New
CW
11
CreativeOne Wealth
Kansas
$8.68M +$8.41M +191,724 New
KAS
12
Kestra Advisory Services
Texas
$8.6M +$2.98M +67,856 +56%
SW
13
SMART Wealth
Nebraska
$8.09M +$7.84M +178,628 New
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$7.21M +$6.07M +138,436 +667%
GDP
15
Great Diamond Partners
Maine
$5.73M +$127K +2,885 +2%
CAN
16
Cetera Advisor Networks
California
$5.6M +$2.27M +51,634 +72%
ZIMP
17
Zimmermann Investment Management & Planning
Pennsylvania
$5.57M +$5.39M +122,962 New
HI
18
Harbour Investments
Wisconsin
$5.5M -$140K -3,189 -3%
OBWG
19
Onyx Bridge Wealth Group
New York
$5.13M -$82.6K -1,883 -2%
RJA
20
Raymond James & Associates
Florida
$5.09M +$3.45M +78,605 +233%
SI
21
Stephens Inc
Arkansas
$5.08M +$2.06M +46,994 +72%
MC
22
McCarthy & Cox
Ohio
$4.63M +$4.49M +102,291 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$4.35M +$1.05M +24,034 +33%
LA
24
LM Advisors
California
$3.95M +$933K +21,261 +32%
KWS
25
Keystone Wealth Services
California
$3.61M +$500K +11,406 +17%

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.