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FT Vest Growth-100 Buffer ETF December

50 hedge funds and large institutions have $78.3M invested in FT Vest Growth-100 Buffer ETF December in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

39% more funds holding

Funds holding: 3650 (+14)

25% more capital invested

Capital invested by funds: $62.7M → $78.3M (+$15.6M)

9.8% more ownership

Funds ownership: 58.05%67.85% (+9.8%)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

Holders
50
Holders Change
+14
Holders Change %
+38.89%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
10
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
1
Truist Financial
North Carolina
$16.6M +$1.83M +92,835 +13%
KAS
2
Kestra Advisory Services
Texas
$12M +$708K +35,927 +7%
Osaic Holdings
3
Osaic Holdings
Arizona
$11.8M +$785K +39,869 +8%
CA
4
Cetera Advisors
Colorado
$5.97M -$661K -33,564 -10%
AWM
5
AE Wealth Management
Kansas
$5.27M -$226K -11,494 -4%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$3.44M +$939K +47,649 +40%
SW
7
SMART Wealth
Nebraska
$2.59M -$257K -13,026 -9%
LNC
8
Lincoln National Corp
Pennsylvania
$2.5M -$69.9K -3,550 -3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.32M +$344K +17,463 +18%
HI
10
Harbour Investments
Wisconsin
$2.24M -$269K -13,661 -11%
CFGS
11
Concourse Financial Group Securities
Alabama
$1.22M +$1.16M +58,872 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$926K -$1.02M -51,808 -54%
AAS
13
Ameritas Advisory Services
Nebraska
$898K -$57.9K -2,940 -6%
Jane Street
14
Jane Street
New York
$786K +$246K +12,507 +49%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$610K +$580K +29,435 New
OMC
16
Old Mission Capital
Illinois
$585K +$556K +28,207 New
SPIA
17
Steward Partners Investment Advisory
New York
$516K
LWM
18
LJI Wealth Management
Indiana
$488K +$464K +23,550 New
AWS
19
Atria Wealth Solutions
New York
$438K +$416K +21,116 New
CAN
20
Cetera Advisor Networks
California
$432K -$121K -6,125 -23%
Mariner
21
Mariner
Kansas
$410K +$389K +19,769 New
BTWM
22
Baker Tilly Wealth Management
Wisconsin
$410K +$389K +19,750 New
MA
23
Mutual Advisors
Nebraska
$391K +$39.4K +2,000 +12%
LSA
24
Lion Street Advisors
Texas
$380K +$361K +18,342 New
KWS
25
Keystone Wealth Services
California
$366K +$347K +17,635 New

QDEC Hedge Fund Activity: Q1 2023 in Review

50 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FT Vest Growth-100 Buffer ETF December (QDEC) for Q1 2023, worth a combined $78.3M — up 25% from $62.7M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new QDEC positions and 4 closed out — a net gain of 15 holders — while 10 added to existing stakes and 10 trimmed.

The largest buyer was Truist Financial, adding an estimated $1.83M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.02M.

  • 50 institutional investors held FT Vest Growth-100 Buffer ETF December (QDEC) as of Q1 2023, up from 36 in Q4 2022.
  • Funds reported $78.3M of FT Vest Growth-100 Buffer ETF December stock for Q1 2023, up 25% quarter-over-quarter.
  • 19 funds opened new FT Vest Growth-100 Buffer ETF December positions in Q1 2023 and 4 closed out, a net change of +15 holders.
  • The largest FT Vest Growth-100 Buffer ETF December buyer in Q1 2023 was Truist Financial, an estimated $1.83M added.
  • The largest FT Vest Growth-100 Buffer ETF December seller in Q1 2023 was Cambridge Investment Research Advisors, an estimated $1.02M sold.

Based on aggregated 13F filings for Q1 2023.