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FT Vest US Equity Buffer ETF November

114 hedge funds and large institutions have $230M invested in FT Vest US Equity Buffer ETF November in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 6

36% more capital invested

Capital invested by funds: $169M → $230M (+$61.5M)

28% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 32

24% more funds holding

Funds holding: 92114 (+22)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.65% less ownership

Funds ownership: 40.81%39.17% (-1.6%)

Holders
114
Holders Change
+22
Holders Change %
+23.91%
% of All Funds
1.66%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
41
Reduced
32
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APW
26
Aurora Private Wealth
New Jersey
$2.37M +$41.1K +1,019 +2%
KPWS
27
Kestra Private Wealth Services
Texas
$2.35M +$303K +7,523 +16%
IWC
28
Integrated Wealth Concepts
Massachusetts
$2.3M +$172K +4,274 +9%
KWS
29
Keystone Wealth Services
California
$2.26M +$367K +9,116 +21%
SI
30
Stephens Inc
Arkansas
$2.26M +$2.14M +53,103 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$2.16M +$912K +22,628 +81%
AWM
32
AE Wealth Management
Kansas
$2.14M +$815K +20,230 +69%
IF
33
Integrity Financial
Wyoming
$2.02M +$213K +5,284 +12%
1SB
34
1ST Source Bank
Indiana
$2.01M
NA
35
NewEdge Advisors
Louisiana
$1.93M +$227K +5,627 +14%
PFA
36
Plotkin Financial Advisors
Maryland
$1.9M -$33.4K -829 -2%
SPIA
37
Steward Partners Investment Advisory
New York
$1.86M +$30.2K +750 +2%
HI
38
Harbour Investments
Wisconsin
$1.55M +$232K +5,763 +19%
KAS
39
Kestra Advisory Services
Texas
$1.54M +$354K +8,796 +32%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$1.47M +$1.17M +29,057 +519%
FPWM
41
FSB Premier Wealth Management
Iowa
$1.37M +$111K +2,753 +9%
CBFP
42
Cedar Brook Financial Partners
Ohio
$1.33M -$190K -4,714 -13%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$1.28M -$63.8K -1,584 -5%
AI
44
Atria Investments
North Carolina
$1.27M +$90.8K +2,255 +8%
AWS
45
Atria Wealth Solutions
New York
$1.25M +$299K +7,419 +34%
IAN
46
Integrated Advisors Network
Texas
$1.02M -$58.1K -1,442 -6%
BIM
47
Bullseye Investment Management
Ohio
$946K +$897K +22,261 New
TLA
48
Tanglewood Legacy Advisors
Texas
$940K
Truist Financial
49
Truist Financial
North Carolina
$914K -$85.7K -2,127 -9%
TLFA
50
True Link Financial Advisors
California
$868K -$7.82M -194,100 -90%

FNOV Hedge Fund Activity: Q4 2023 in Review

114 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF November (FNOV) for Q4 2023, worth a combined $230M — up 36% from $169M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FNOV positions and 6 closed out — a net gain of 24 holders — while 41 added to existing stakes and 32 trimmed.

The largest buyer was IFP Advisors, adding an estimated $10.5M. The largest seller was True Link Financial Advisors, cutting an estimated $7.82M.

  • 114 institutional investors held FT Vest US Equity Buffer ETF November (FNOV) as of Q4 2023, up from 92 in Q3 2023.
  • Funds reported $230M of FT Vest US Equity Buffer ETF November stock for Q4 2023, up 36% quarter-over-quarter.
  • 30 funds opened new FT Vest US Equity Buffer ETF November positions in Q4 2023 and 6 closed out, a net change of +24 holders.
  • The largest FT Vest US Equity Buffer ETF November buyer in Q4 2023 was IFP Advisors, an estimated $10.5M added.
  • The largest FT Vest US Equity Buffer ETF November seller in Q4 2023 was True Link Financial Advisors, an estimated $7.82M sold.

Based on aggregated 13F filings for Q4 2023.