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FT Vest US Equity Moderate Buffer ETF February

44 hedge funds and large institutions have $182M invested in FT Vest US Equity Moderate Buffer ETF February in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

26% more capital invested

Capital invested by funds: $144M → $182M (+$37.7M)

16% more funds holding

Funds holding: 3844 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.46% less ownership

Funds ownership: 86.99%84.53% (-2.5%)

Holders
44
Holders Change
+6
Holders Change %
+15.79%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
17
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$64.7M +$2.21M +73,507 +4%
ODFS
2
O'Donnell Financial Services
California
$50M +$5.19M +172,331 +12%
CA
3
Cetera Advisors
Colorado
$12.2M +$1.37M +45,518 +13%
Osaic Holdings
4
Osaic Holdings
Arizona
$11.4M +$5.86M +194,752 +115%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.76M +$50.9K +1,691 +0.8%
Mariner
6
Mariner
Kansas
$5.76M +$160K +5,300 +3%
AI
7
Atria Investments
North Carolina
$5.65M +$226K +7,506 +4%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.09M +$1.29M +42,898 +76%
HI
9
Harbour Investments
Wisconsin
$1.96M +$560K +18,586 +42%
KAS
10
Kestra Advisory Services
Texas
$1.94M +$468K +15,542 +33%
HAS
11
HBW Advisory Services
California
$1.83M +$103K +3,426 +6%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.74M +$1.15M +38,158 +216%
CHC
13
City Holding Co
West Virginia
$1.43M +$1.38M +45,700 New
AWA
14
Arete Wealth Advisors
Illinois
$1.15M
WP
15
WealthSource Partners
California
$830K
RJA
16
Raymond James & Associates
Florida
$824K -$39.1K -1,300 -5%
KWS
17
Keystone Wealth Services
California
$799K +$771K +25,612 New
Truist Financial
18
Truist Financial
North Carolina
$779K +$752K +24,991 New
SB
19
Strategic Blueprint
Georgia
$733K +$172K +5,717 +32%
LWM
20
Laidlaw Wealth Management
New York
$677K
IA
21
Insight Advisors
Pennsylvania
$649K +$133K +4,411 +27%
CIA
22
Cape Investment Advisory
Georgia
$618K
SWA
23
Stratos Wealth Advisors
Ohio
$516K -$49.9K -1,657 -9%
LNC
24
Lincoln National Corp
Pennsylvania
$482K -$26.3K -875 -5%
BCI
25
Brinker Capital Investments
Pennsylvania
$456K -$9.15K -304 -2%

GFEB Hedge Fund Activity: Q2 2023 in Review

44 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF February (GFEB) for Q2 2023, worth a combined $182M — up 26% from $144M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new GFEB positions and 4 closed out — a net gain of 6 holders — while 17 added to existing stakes and 10 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $5.86M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $368K.

  • 44 institutional investors held FT Vest US Equity Moderate Buffer ETF February (GFEB) as of Q2 2023, up from 38 in Q1 2023.
  • Funds reported $182M of FT Vest US Equity Moderate Buffer ETF February stock for Q2 2023, up 26% quarter-over-quarter.
  • 10 funds opened new FT Vest US Equity Moderate Buffer ETF February positions in Q2 2023 and 4 closed out, a net change of +6 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF February buyer in Q2 2023 was Osaic Holdings, an estimated $5.86M added.
  • The largest FT Vest US Equity Moderate Buffer ETF February seller in Q2 2023 was Cambridge Investment Research Advisors, an estimated $368K sold.

Based on aggregated 13F filings for Q2 2023.