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FT Vest Growth-100 Buffer ETF December

90 hedge funds and large institutions have $227M invested in FT Vest Growth-100 Buffer ETF December in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

733% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 3

112% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 17

32% more funds holding

Funds holding: 6890 (+22)

30% more capital invested

Capital invested by funds: $174M → $227M (+$52.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9.59% less ownership

Funds ownership: 66.81%57.21% (-9.6%)

Holders
90
Holders Change
+22
Holders Change %
+32.35%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
36
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$30.2M +$12.7M +521,226 +75%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$28.7M +$11.5M +474,066 +70%
CA
3
Cetera Advisors
Colorado
$24.2M +$12.4M +511,580 +110%
Osaic Holdings
4
Osaic Holdings
Arizona
$17M -$758K -31,197 -4%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$11M +$8.19M +336,755 +315%
SW
6
SMART Wealth
Nebraska
$8.22M -$14.3M -587,776 -64%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$7.29M +$3.88M +159,544 +119%
Truist Financial
8
Truist Financial
North Carolina
$6.39M -$36.6K -1,507 -0.6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$5.89M -$358K -14,746 -6%
HI
10
Harbour Investments
Wisconsin
$4.73M +$446K +18,350 +11%
LNC
11
Lincoln National Corp
Pennsylvania
$4.49M +$879K +36,150 +25%
Jane Street
12
Jane Street
New York
$4.48M +$3.8M +156,330 +657%
LA
13
LexAurum Advisors
Kansas
$4.44M +$4.34M +178,528 New
SP
14
Sequent Planning
Nebraska
$3.75M +$3.67M +150,848 New
GRP
15
Global Retirement Partners
California
$3.68M -$43.8K -1,801 -1%
KCM
16
Kaye Capital Management
California
$3.21M -$147K -6,066 -4%
AAS
17
Ameritas Advisory Services
Nebraska
$3.2M +$2.25M +92,372 +246%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$3.13M +$2.46M +101,109 +406%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.99M -$525K -21,596 -15%
LPL Financial
20
LPL Financial
California
$2.81M +$513K +21,093 +23%
OWA
21
Outlook Wealth Advisors
Texas
$2.81M +$2.75M +113,010 New
EE
22
EWG Elevate
California
$2.75M +$2.69M +110,690 New
PWM
23
Purus Wealth Management
California
$2.33M -$5.37K -221 -0.2%
ASN
24
Advisory Services Network
Georgia
$2.11M +$2.07M +85,091 New
SI
25
Stephens Inc
Arkansas
$2.09M +$5.18K +213 +0.3%

QDEC Hedge Fund Activity: Q1 2024 in Review

90 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest Growth-100 Buffer ETF December (QDEC) for Q1 2024, worth a combined $227M — up 30% from $174M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new QDEC positions and 3 closed out — a net gain of 22 holders — while 36 added to existing stakes and 17 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $12.7M. The largest seller was AE Wealth Management, exiting entirely with an estimated $26.7M sold.

  • 90 institutional investors held FT Vest Growth-100 Buffer ETF December (QDEC) as of Q1 2024, up from 68 in Q4 2023.
  • Funds reported $227M of FT Vest Growth-100 Buffer ETF December stock for Q1 2024, up 30% quarter-over-quarter.
  • 25 funds opened new FT Vest Growth-100 Buffer ETF December positions in Q1 2024 and 3 closed out, a net change of +22 holders.
  • The largest FT Vest Growth-100 Buffer ETF December buyer in Q1 2024 was Kestra Advisory Services, an estimated $12.7M added.
  • The largest FT Vest Growth-100 Buffer ETF December seller in Q1 2024 was AE Wealth Management, an estimated $26.7M sold.

Based on aggregated 13F filings for Q1 2024.