We are live on ! Find out more
GFEB icon

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
GFA
76
Gallagher Fiduciary Advisors
Illinois
$239K – – –
MSFS
77
Main Street Financial Solutions
Pennsylvania
$233K – – –
BFA
78
Beacon Financial Advisory
Ohio
$229K – – –
KPWS
79
Kestra Private Wealth Services
Texas
$228K – – –
DFA
80
DHJJ Financial Advisors
Illinois
$223K – – –
BFG
81
Bouchey Financial Group
New York
$219K +$2.59K +75 +1%
NA
82
NewEdge Advisors
Louisiana
$203K -$504K -14,585 -72%
CFD
83
Creative Financial Designs
Indiana
$179K – – –
UBS Group
84
UBS Group
Switzerland
$177K +$8.44K +244 +5%
CF
85
Centaurus Financial
California
$139K – – –
PS
86
Principal Securities
Iowa
$99.5K -$43.2K -1,250 -31%
LWM
87
Liberty Wealth Management
California
$83K +$2.88M +83,369 New
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$61K – – –
CIAS
89
Capital Investment Advisory Services
North Carolina
$57.8K – – –
IF
90
Integrity Financial
Wyoming
$53.3K +$10.2K +294 +24%
CFGS
91
Concourse Financial Group Securities
Alabama
$47.3K -$2.94K -85 -6%
CAL
92
Capital Analysts LLC
Pennsylvania
$37K – – –
IAIM
93
International Assets Investment Management
Florida
$36.4K +$35.5K +1,027 New
CB
94
Chris Bulman
California
$32K +$31.3K +904 New
WWP
95
WR Wealth Planners
Missouri
$25.2K – – –
CJ
96
Caitlin John
Michigan
$11.9K +$415 +12 +4%
ATPW
97
Ashton Thomas Private Wealth
Arizona
$5.35K +$5.22K +151 New
IA
98
IFP Advisors
Florida
$4.43K – – –
EWA
99
EverSource Wealth Advisors
Alabama
$1.71K +$1.66K +48 New
Jones Financial Companies
100
Jones Financial Companies
Missouri
$1.03K +$1K +29 New
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.