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FT Vest US Equity Buffer ETF February

151 hedge funds and large institutions have $371M invested in FT Vest US Equity Buffer ETF February in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 61 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

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

12% more capital invested

Capital invested by funds: $333M → $371M (+$38.6M)

9% more funds holding

Funds holding: 139151 (+12)

0.31% more ownership

Funds ownership: 39.24%39.55% (+0.31%)

44% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 61

Holders
151
Holders Change
+12
Holders Change %
+8.63%
% of All Funds
2.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
22
Increased
34
Reduced
61
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$41.8M +$40.7M +860,007 +99,769%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$30.8M +$16.9M +357,416 +129%
FP
3
Fiduciary Planning
Florida
$28.2M +$368K +7,772 +1%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$20.3M -$6.25M -132,037 -24%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$19.3M -$1.58M -33,454 -8%
AIM
6
Astor Investment Management
Illinois
$18.8M +$18.4M +387,784 New
Osaic Holdings
7
Osaic Holdings
Arizona
$17.3M -$1.58M -33,441 -9%
RFG
8
REAP Financial Group
Texas
$10.3M -$45.8K -967 -0.5%
SIM
9
Stratos Investment Management
Ohio
$9.33M +$2.02M +42,631 +29%
CW
10
CreativeOne Wealth
Kansas
$9.22M +$3.81M +80,380 +73%
AI
11
Atria Investments
North Carolina
$7.51M +$6.42M +135,466 +707%
KAS
12
Kestra Advisory Services
Texas
$7M -$1.59M -33,549 -19%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$6.36M -$1.24M -26,179 -17%
OBWG
14
Onyx Bridge Wealth Group
New York
$5.5M -$72.3K -1,527 -1%
SWA
15
Stratos Wealth Advisors
Ohio
$5.47M -$5.28M -111,390 -50%
GDP
16
Great Diamond Partners
Maine
$5.44M -$443K -9,343 -8%
SI
17
Stephens Inc
Arkansas
$5.27M -$78K -1,646 -1%
MC
18
McCarthy & Cox
Ohio
$5.23M -$46K -970 -0.9%
RJA
19
Raymond James & Associates
Florida
$5.07M -$54.3K -1,146 -1%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$5.04M -$32.8M -691,916 -87%
LCGC
21
Legacy Capital Group California
California
$4.41M +$4.3M +90,849 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$4.37M +$81.8K +1,727 +2%
LA
23
LM Advisors
California
$3.89M -$422K -8,909 -10%
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$3.58M
LPL Financial
25
LPL Financial
California
$3.51M +$183K +3,853 +6%

FFEB Hedge Fund Activity: Q3 2024 in Review

151 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF February (FFEB) for Q3 2024, worth a combined $371M — up 12% from $333M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FFEB positions and 10 closed out — a net gain of 12 holders — while 34 added to existing stakes and 61 trimmed.

The largest buyer was Wells Fargo, adding an estimated $40.7M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $32.8M.

  • 151 institutional investors held FT Vest US Equity Buffer ETF February (FFEB) as of Q3 2024, up from 139 in Q2 2024.
  • Funds reported $371M of FT Vest US Equity Buffer ETF February stock for Q3 2024, up 12% quarter-over-quarter.
  • 22 funds opened new FT Vest US Equity Buffer ETF February positions in Q3 2024 and 10 closed out, a net change of +12 holders.
  • The largest FT Vest US Equity Buffer ETF February buyer in Q3 2024 was Wells Fargo, an estimated $40.7M added.
  • The largest FT Vest US Equity Buffer ETF February seller in Q3 2024 was Raymond James Financial Services Advisors, an estimated $32.8M sold.

Based on aggregated 13F filings for Q3 2024.