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FT Vest US Equity Moderate Buffer ETF April

55 hedge funds and large institutions have $96.9M invested in FT Vest US Equity Moderate Buffer ETF April in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

8.03% more ownership

Funds ownership: 65.95%73.99% (+8%)

2% more funds holding

Funds holding: 5455 (+1)

7% less capital invested

Capital invested by funds: $104M → $96.9M (-$6.94M)

70% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 23

Holders
55
Holders Change
+1
Holders Change %
+1.85%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$12.8M -$9.02M -286,331 -42%
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$11.4M -$377K -11,968 -3%
KAS
3
Kestra Advisory Services
Texas
$10.2M -$31.8K -1,011 -0.3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.51M -$253K -8,045 -3%
Truist Financial
5
Truist Financial
North Carolina
$6.66M -$776K -24,642 -11%
LJAC
6
L.J. Altfest & Co
New York
$6.57M +$6.32M +200,723 New
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$3.69M +$62.3K +1,978 +2%
Osaic Holdings
8
Osaic Holdings
Arizona
$3.54M -$1.28M -40,736 -27%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$2.84M -$176K -5,587 -6%
SFWA
10
Summit Financial Wealth Advisors
Louisiana
$2.67M -$223K -7,076 -8%
CHC
11
City Holding Co
West Virginia
$2.35M -$63K -2,000 -3%
SS
12
Simplicity Solutions
Minnesota
$2.24M -$35.7K -1,132 -2%
AWAG
13
ARS Wealth Advisors Group
Florida
$2.01M -$7.4K -235 -0.4%
CA
14
Cetera Advisors
Colorado
$1.87M +$738K +23,422 +70%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.71M +$631K +20,043 +62%
SB
16
Strategic Blueprint
Georgia
$1.52M -$35.7K -1,133 -2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.37M -$191K -6,055 -13%
KWS
18
Keystone Wealth Services
California
$1.16M +$408K +12,953 +58%
SI
19
Stephens Inc
Arkansas
$1.13M
OMC
20
Old Mission Capital
Illinois
$1.09M +$1.05M +33,325 New
SW
21
Schulz Wealth
Texas
$1.08M +$1.04M +32,987 New
AWM
22
AE Wealth Management
Kansas
$847K -$59.5K -1,890 -7%
LPL Financial
23
LPL Financial
California
$841K +$12.6K +400 +2%
NA
24
NewEdge Advisors
Louisiana
$683K -$474K -15,050 -42%
BFG
25
Bouchey Financial Group
New York
$667K -$1.51K -48 -0.2%

GAPR Hedge Fund Activity: Q4 2023 in Review

55 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF April (GAPR) for Q4 2023, worth a combined $96.9M — down 6.7% from $104M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new GAPR positions and 5 closed out — a net gain of 1 holder — while 7 added to existing stakes and 23 trimmed.

The largest buyer was L.J. Altfest & Co, opening a new position worth an estimated $6.32M. The largest seller was HighTower Advisors, cutting an estimated $9.02M.

  • 55 institutional investors held FT Vest US Equity Moderate Buffer ETF April (GAPR) as of Q4 2023, up from 54 in Q3 2023.
  • Funds reported $96.9M of FT Vest US Equity Moderate Buffer ETF April stock for Q4 2023, down 6.7% quarter-over-quarter.
  • 6 funds opened new FT Vest US Equity Moderate Buffer ETF April positions in Q4 2023 and 5 closed out, a net change of +1 holder.
  • The largest FT Vest US Equity Moderate Buffer ETF April buyer in Q4 2023 was L.J. Altfest & Co, an estimated $6.32M added.
  • The largest FT Vest US Equity Moderate Buffer ETF April seller in Q4 2023 was HighTower Advisors, an estimated $9.02M sold.

Based on aggregated 13F filings for Q4 2023.