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FT Vest Growth-100 Buffer ETF December

68 hedge funds and large institutions have $174M invested in FT Vest Growth-100 Buffer ETF December in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 8

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

133% more capital invested

Capital invested by funds: $74.7M → $174M (+$99.1M)

33% more funds holding

Funds holding: 5168 (+17)

17.55% more ownership

Funds ownership: 49.25%66.81% (+18%)

Holders
68
Holders Change
+17
Holders Change %
+33.33%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
31
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$26.7M +$13.8M +598,032 +118%
SW
2
SMART Wealth
Nebraska
$21.7M +$18.2M +787,086 +598%
Osaic Holdings
3
Osaic Holdings
Arizona
$17M +$6.1M +263,678 +58%
KAS
4
Kestra Advisory Services
Texas
$16.4M +$14.6M +632,124 +1,046%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$16.1M +$12.1M +524,862 +338%
CA
6
Cetera Advisors
Colorado
$11M -$768K -33,156 -7%
Truist Financial
7
Truist Financial
North Carolina
$6.13M +$117K +5,038 +2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$5.96M +$998K +43,103 +21%
HI
9
Harbour Investments
Wisconsin
$4.07M +$1.67M +72,238 +72%
GRP
10
Global Retirement Partners
California
$3.55M +$3.47M +149,921 New
LNC
11
Lincoln National Corp
Pennsylvania
$3.42M +$44.2K +1,909 +1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.36M +$2.13M +92,188 +185%
KCM
13
Kaye Capital Management
California
$3.27M +$3.13M +135,269 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$3.17M +$2.75M +118,798 +781%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.53M +$1.68M +72,581 +212%
PWM
16
Purus Wealth Management
California
$2.23M +$2.18M +94,162 New
LPL Financial
17
LPL Financial
California
$2.18M +$339K +14,664 +19%
SI
18
Stephens Inc
Arkansas
$1.98M +$1.94M +83,744 New
SPIA
19
Steward Partners Investment Advisory
New York
$1.55M +$946K +40,880 +165%
CAM
20
Creekmur Asset Management
Illinois
$1.46M +$1.43M +61,592 New
FHC
21
First Heartland Consultants
Missouri
$1.29M +$1.26M +54,633 New
CFGS
22
Concourse Financial Group Securities
Alabama
$1.18M -$126K -5,446 -10%
NA
23
NewEdge Advisors
Louisiana
$1.13M +$296K +12,774 +38%
AAS
24
Ameritas Advisory Services
Nebraska
$908K -$273K -11,809 -24%
CAN
25
Cetera Advisor Networks
California
$807K +$542K +23,412 +219%

QDEC Hedge Fund Activity: Q4 2023 in Review

68 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest Growth-100 Buffer ETF December (QDEC) for Q4 2023, worth a combined $174M — up 133% from $74.7M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new QDEC positions and 7 closed out — a net gain of 17 holders — while 31 added to existing stakes and 8 trimmed.

The largest buyer was SMART Wealth, adding an estimated $18.2M. The largest seller was CoreCap Advisors, exiting entirely with an estimated $856K sold.

  • 68 institutional investors held FT Vest Growth-100 Buffer ETF December (QDEC) as of Q4 2023, up from 51 in Q3 2023.
  • Funds reported $174M of FT Vest Growth-100 Buffer ETF December stock for Q4 2023, up 133% quarter-over-quarter.
  • 24 funds opened new FT Vest Growth-100 Buffer ETF December positions in Q4 2023 and 7 closed out, a net change of +17 holders.
  • The largest FT Vest Growth-100 Buffer ETF December buyer in Q4 2023 was SMART Wealth, an estimated $18.2M added.
  • The largest FT Vest Growth-100 Buffer ETF December seller in Q4 2023 was CoreCap Advisors, an estimated $856K sold.

Based on aggregated 13F filings for Q4 2023.