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FT Vest US Equity Moderate Buffer ETF December

49 hedge funds and large institutions have $133M invested in FT Vest US Equity Moderate Buffer ETF December in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 18 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 3

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

142% more capital invested

Capital invested by funds: $54.8M → $133M (+$77.7M)

53% more funds holding

Funds holding: 3249 (+17)

7.2% more ownership

Funds ownership: 59.6%66.8% (+7.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
49
Holders Change
+17
Holders Change %
+53.13%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
18
Reduced
3
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
$20.9M +$20.4M +660,901 New
BIM
2
Bullseye Investment Management
Ohio
$12.7M +$689K +22,288 +6%
NA
3
NewEdge Advisors
Louisiana
$11.4M +$752K +24,330 +7%
RJA
4
Raymond James & Associates
Florida
$10.5M +$10.3M +332,148 New
Osaic Holdings
5
Osaic Holdings
Arizona
$9.7M +$8.32M +269,184 +706%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$7.4M +$571K +18,477 +9%
MML Investors Services
7
MML Investors Services
Massachusetts
$7.03M +$5.28M +170,985 +330%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$6.92M +$6.77M +219,211 New
WIM
9
WealthPlan Investment Management
Nebraska
$6.9M +$6.75M +218,581 New
AP
10
Americana Partners
Texas
$5.47M -$790K -25,567 -13%
CAN
11
Cetera Advisor Networks
California
$4.23M +$875K +28,317 +27%
PCA
12
Pallas Capital Advisors
Massachusetts
$3.85M +$3.77M +122,100 New
WP
13
WealthPLAN Partners
Nebraska
$3.66M +$3.58M +115,909 New
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$2.8M +$2.75M +88,849 New
KAS
15
Kestra Advisory Services
Texas
$2.74M +$638K +20,648 +31%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.77M +$819K +26,513 +90%
OIA
17
OneDigital Investment Advisors
Kansas
$1.68M +$1.22M +39,631 +292%
FA
18
Flagstar Advisors
New York
$1.2M +$58K +1,877 +5%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.08M +$246K +7,965 +30%
WEG
20
World Equity Group
Illinois
$1.05M +$1.02M +33,117 New
LPL Financial
21
LPL Financial
California
$825K +$807K +26,127 New
CW
22
CreativeOne Wealth
Kansas
$809K +$792K +25,639 New
AWE
23
Avidian Wealth Enterprises
Texas
$782K
RFG
24
REAP Financial Group
Texas
$760K +$551K +17,839 +285%
CA
25
Cambridge Advisors
Nebraska
$624K

GDEC Hedge Fund Activity: Q1 2024 in Review

49 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF December (GDEC) for Q1 2024, worth a combined $133M — up 142% from $54.8M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new GDEC positions and 6 closed out — a net gain of 17 holders — while 18 added to existing stakes and 3 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $20.4M. The largest seller was AE Wealth Management, exiting entirely with an estimated $3.34M sold.

  • 49 institutional investors held FT Vest US Equity Moderate Buffer ETF December (GDEC) as of Q1 2024, up from 32 in Q4 2023.
  • Funds reported $133M of FT Vest US Equity Moderate Buffer ETF December stock for Q1 2024, up 142% quarter-over-quarter.
  • 23 funds opened new FT Vest US Equity Moderate Buffer ETF December positions in Q1 2024 and 6 closed out, a net change of +17 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF December buyer in Q1 2024 was Raymond James Financial Services Advisors, an estimated $20.4M added.
  • The largest FT Vest US Equity Moderate Buffer ETF December seller in Q1 2024 was AE Wealth Management, an estimated $3.34M sold.

Based on aggregated 13F filings for Q1 2024.