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FT Vest US Equity Moderate Buffer ETF February

37 hedge funds and large institutions have $170M invested in FT Vest US Equity Moderate Buffer ETF February in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

2.49% more ownership

Funds ownership: 84.53%87.01% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less capital invested

Capital invested by funds: $182M → $170M (-$12.2M)

16% less funds holding

Funds holding: 4437 (-7)

70% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 10

Holders
37
Holders Change
-7
Holders Change %
-15.91%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
11
Reduced
10
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$64.6M +$736K +23,539 +1%
ODFS
2
O'Donnell Financial Services
California
$48.4M -$1.06M -33,819 -2%
CA
3
Cetera Advisors
Colorado
$13.4M +$1.32M +42,143 +11%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.45M -$228K -7,284 -3%
Mariner
5
Mariner
Kansas
$5.77M +$81.1K +2,591 +1%
AI
6
Atria Investments
North Carolina
$5.57M -$6.45K -206 -0.1%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.05M -$6.28M -200,610 -55%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$2.22M -$848K -27,107 -27%
KAS
9
Kestra Advisory Services
Texas
$1.99M +$81.1K +2,592 +4%
HI
10
Harbour Investments
Wisconsin
$1.67M -$268K -8,560 -14%
CHC
11
City Holding Co
West Virginia
$1.41M +$3.13K +100 +0.2%
OMC
12
Old Mission Capital
Illinois
$1.35M +$1.37M +43,924 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.35M -$380K -12,137 -22%
WP
14
WealthSource Partners
California
$820K
KWS
15
Keystone Wealth Services
California
$789K
Truist Financial
16
Truist Financial
North Carolina
$787K +$17.7K +565 +2%
SB
17
Strategic Blueprint
Georgia
$775K +$52.4K +1,675 +7%
LWM
18
Laidlaw Wealth Management
New York
$669K
CIA
19
Cape Investment Advisory
Georgia
$610K
CFS
20
Commonwealth Financial Services
West Virginia
$571K +$580K +18,530 New
LNC
21
Lincoln National Corp
Pennsylvania
$476K
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$445K +$173K +5,535 +62%
BCI
23
Brinker Capital Investments
Pennsylvania
$441K -$8.92K -285 -2%
OPS
24
Orion Portfolio Solutions
Nebraska
$441K -$8.92K -285 -2%
TLA
25
Tanglewood Legacy Advisors
Texas
$399K

GFEB Hedge Fund Activity: Q3 2023 in Review

37 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF February (GFEB) for Q3 2023, worth a combined $170M — down 6.7% from $182M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of GFEB and 3 opened new positions — a net loss of 7 holders — while 10 trimmed existing stakes and 11 added.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $1.37M. The largest seller was Osaic Holdings, cutting an estimated $6.28M.

  • 37 institutional investors held FT Vest US Equity Moderate Buffer ETF February (GFEB) as of Q3 2023, down from 44 in Q2 2023.
  • Funds reported $170M of FT Vest US Equity Moderate Buffer ETF February stock for Q3 2023, down 6.7% quarter-over-quarter.
  • 3 funds opened new FT Vest US Equity Moderate Buffer ETF February positions in Q3 2023 and 10 closed out, a net change of -7 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF February buyer in Q3 2023 was Old Mission Capital, an estimated $1.37M added.
  • The largest FT Vest US Equity Moderate Buffer ETF February seller in Q3 2023 was Osaic Holdings, an estimated $6.28M sold.

Based on aggregated 13F filings for Q3 2023.