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FT Vest US Equity Moderate Buffer ETF February
GFEB

99 hedge funds and large institutions have $285M invested in FT Vest US Equity Moderate Buffer ETF February in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 35 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

8% more funds holding

Funds holding: 92 → 99 (+7)

4.92% less ownership

Funds ownership: 75.91% → 70.99% (-4.9%)

5% less capital invested

Capital invested by funds: $300M → $285M (-$15.4M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

31% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 35

Holders
99
Holders Change
+7
Holders Change %
+7.61%
% of All Funds
1.43%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
14
Increased
24
Reduced
35
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LWM
Liberty Wealth Management
California
+$2.88M
2
OMC
Old Mission Capital
Illinois
+$1M
3
HAS
HBW Advisory Services
California
+$919K
4
DAS
Diversify Advisory Services
Utah
+$757K
5
OIA
OneDigital Investment Advisors
Kansas
+$750K

Top Sellers

Rank Fund Capital Flow
1
ODFS
O'Donnell Financial Services
California
-$8.14M
2
FIA
Foundations Investment Advisors
Arizona
-$2.9M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$855K
4
Osaic Holdings
Osaic Holdings
Arizona
-$834K
5
EWM
EPG Wealth Management
Georgia
-$811K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
26
Atria Wealth Solutions
New York
$1.6M +$149K +4,304 +11%
DLHL
27
Donald L. Hagan LLC
Florida
$1.44M -$98.5K -2,850 -7%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.39M -$38.7K -1,118 -3%
AWA
29
Arete Wealth Advisors
Illinois
$1.25M -$49.3K -1,425 -4%
MCM
30
MAI Capital Management
Ohio
$1.18M – – –
MIM
31
Macroview Investment Management
Maryland
$1.17M +$24.2K +700 +2%
OIA
32
OneDigital Investment Advisors
Kansas
$1.05M +$750K +21,690 +275%
OMC
33
Old Mission Capital
Illinois
$1.03M +$1M +28,968 New
Jane Street
34
Jane Street
New York
$973K +$131K +3,799 +16%
KWS
35
Keystone Wealth Services
California
$954K – – –
LPL Financial
36
LPL Financial
California
$949K +$56.1K +1,623 +6%
HAS
37
HBW Advisory Services
California
$942K +$919K +26,582 New
MAG
38
Mayfair Advisory Group
Alabama
$926K -$271K -7,849 -23%
SP
39
Sequent Planning
Nebraska
$901K +$124K +3,591 +16%
C
40
CEDRUS
Colorado
$892K – – –
SB
41
Strategic Blueprint
Georgia
$858K -$2.77K -80 -0.3%
BTWM
42
Brass Tax Wealth Management
Ohio
$856K -$65.7K -1,900 -7%
FFS
43
Founders Financial Securities
Maryland
$815K +$105K +3,041 +15%
AIC
44
Archer Investment Corporation
Indiana
$809K – – –
DAS
45
Diversify Advisory Services
Utah
$782K +$757K +21,890 New
EWM
46
EPG Wealth Management
Georgia
$775K -$811K -23,470 Closed
EMAM
47
Encompass More Asset Management
California
$713K +$122K +3,521 +21%
RA
48
RFG Advisory
Alabama
$701K – – –
SPIA
49
Steward Partners Investment Advisory
New York
$630K – – –
CFS
50
Commonwealth Financial Services
West Virginia
$594K -$61.8K -1,787 -10%
1
2
3 4 5

GFEB Hedge Fund Activity: Q2 2024 in Review

99 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF February (GFEB) for Q2 2024, worth a combined $285M — down 5.1% from $300M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new GFEB positions and 4 closed out — a net gain of 10 holders — while 24 added to existing stakes and 35 trimmed.

The largest buyer was Liberty Wealth Management, opening a new position worth an estimated $2.88M. The largest seller was O'Donnell Financial Services, cutting an estimated $8.14M.

  • 99 institutional investors held FT Vest US Equity Moderate Buffer ETF February (GFEB) as of Q2 2024, up from 92 in Q1 2024.
  • Funds reported $285M of FT Vest US Equity Moderate Buffer ETF February stock for Q2 2024, down 5.1% quarter-over-quarter.
  • 14 funds opened new FT Vest US Equity Moderate Buffer ETF February positions in Q2 2024 and 4 closed out, a net change of +10 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF February buyer in Q2 2024 was Liberty Wealth Management, an estimated $2.88M added.
  • The largest FT Vest US Equity Moderate Buffer ETF February seller in Q2 2024 was O'Donnell Financial Services, an estimated $8.14M sold.

Based on aggregated 13F filings for Q2 2024.