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FT Vest US Equity Moderate Buffer ETF April

55 hedge funds and large institutions have $66.5M invested in FT Vest US Equity Moderate Buffer ETF April in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0% more funds holding

Funds holding: 5555 (0)

2.97% less ownership

Funds ownership: 73.99%71.02% (-3%)

31% less capital invested

Capital invested by funds: $96.9M → $66.5M (-$30.4M)

72% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 25

Holders
55
Holders Change
Holders Change %
0%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$10.8M -$905K -27,219 -8%
KAS
2
Kestra Advisory Services
Texas
$8.53M -$1.92M -57,731 -19%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.89M -$823K -24,758 -11%
Truist Financial
4
Truist Financial
North Carolina
$6.74M -$118K -3,561 -2%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$4.21M +$1.27M +38,275 +44%
CHC
6
City Holding Co
West Virginia
$2.42M
Osaic Holdings
7
Osaic Holdings
Arizona
$2.19M -$1.43M -43,083 -40%
AWAG
8
ARS Wealth Advisors Group
Florida
$2.06M -$8.15K -245 -0.4%
SW
9
Schulz Wealth
Texas
$2.01M +$886K +26,629 +81%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.49M -$269K -8,081 -15%
SB
11
Strategic Blueprint
Georgia
$1.32M -$238K -7,156 -15%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.23M -$181K -5,455 -13%
KWS
13
Keystone Wealth Services
California
$1.19M
SI
14
Stephens Inc
Arkansas
$1.16M
SP
15
Sequent Planning
Nebraska
$1.13M +$1.12M +33,610 New
LPL Financial
16
LPL Financial
California
$947K +$80.4K +2,416 +9%
CA
17
Cetera Advisors
Colorado
$786K -$1.12M -33,798 -59%
BFG
18
Bouchey Financial Group
New York
$693K +$7.15K +215 +1%
CAN
19
Cetera Advisor Networks
California
$668K +$38K +1,141 +6%
BTWM
20
Brass Tax Wealth Management
Ohio
$625K +$618K +18,569 New
NA
21
NewEdge Advisors
Louisiana
$598K -$96.7K -2,908 -14%
AIC
22
Archer Investment Corporation
Indiana
$587K -$832 -25 -0.1%
OIA
23
OneDigital Investment Advisors
Kansas
$580K +$214K +6,430 +60%
OMC
24
Old Mission Capital
Illinois
$522K -$593K -17,828 -53%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$521K +$965 +29 +0.2%

GAPR Hedge Fund Activity: Q1 2024 in Review

55 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF April (GAPR) for Q1 2024, worth a combined $66.5M — down 31% from $96.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GAPR positions and 6 closed out — a net gain of 1 holder — while 7 added to existing stakes and 25 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $1.27M. The largest seller was HighTower Advisors, cutting an estimated $12.8M.

  • 55 institutional investors held FT Vest US Equity Moderate Buffer ETF April (GAPR) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $66.5M of FT Vest US Equity Moderate Buffer ETF April stock for Q1 2024, down 31% quarter-over-quarter.
  • 7 funds opened new FT Vest US Equity Moderate Buffer ETF April positions in Q1 2024 and 6 closed out, a net change of +1 holder.
  • The largest FT Vest US Equity Moderate Buffer ETF April buyer in Q1 2024 was Cetera Investment Advisers, an estimated $1.27M added.
  • The largest FT Vest US Equity Moderate Buffer ETF April seller in Q1 2024 was HighTower Advisors, an estimated $12.8M sold.

Based on aggregated 13F filings for Q1 2024.