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FT Vest Nasdaq-100 Buffer ETF September

61 hedge funds and large institutions have $61.7M invested in FT Vest Nasdaq-100 Buffer ETF September in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

2% more funds holding

Funds holding: 6061 (+1)

3% more capital invested

Capital invested by funds: $60.1M → $61.7M (+$1.65M)

0.64% less ownership

Funds ownership: 20.62%19.98% (-0.64%)

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
24
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
26
OneDigital Investment Advisors
Kansas
$591K -$26.7K -1,021 -4%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$564K +$291K +11,100 +111%
SDH
28
Sloy Dahl & Holst
Washington
$537K -$15.2K -580 -3%
CF
29
Centaurus Financial
California
$511K +$500K +19,118 New
OWA
30
Octavia Wealth Advisors
Ohio
$444K
MML Investors Services
31
MML Investors Services
Massachusetts
$421K -$50.4K -1,925 -11%
MA
32
Mutual Advisors
Nebraska
$370K +$361K +13,773 New
NA
33
NewEdge Advisors
Louisiana
$357K -$12.7K -485 -4%
IA
34
IFP Advisors
Florida
$353K +$55.4K +2,115 +19%
Envestnet Portfolio Solutions
35
Envestnet Portfolio Solutions
Illinois
$329K -$36.2K -1,384 -10%
CFGS
36
Concourse Financial Group Securities
Alabama
$322K -$15.2K -582 -5%
SA
37
Sanctuary Advisors
Indiana
$308K +$9.82K +375 +3%
HIS
38
Harvest Investment Services
Illinois
$305K +$15.1K +578 +5%
AWS
39
Atria Wealth Solutions
New York
$291K -$34K -1,299 -11%
CPRC
40
Consolidated Portfolio Review Corp
New York
$288K +$56.8K +2,168 +25%
PAS
41
Park Avenue Securities
New York
$266K +$22.8K +870 +10%
BTWM
42
Brass Tax Wealth Management
Ohio
$253K
FI
43
FWG Investments
Kentucky
$239K +$234K +8,939 New
HI
44
Harbour Investments
Wisconsin
$228K -$236 -9 -0.1%
SOS
45
Silver Oak Securities
Tennessee
$228K +$223K +8,511 New
DFA
46
DHJJ Financial Advisors
Illinois
$223K -$2.75K -105 -1%
CWS
47
Cypress Wealth Services
California
$216K -$46.6K -1,780 -18%
FHC
48
First Heartland Consultants
Missouri
$208K -$340K -12,970 -63%
CAL
49
Capital Analysts LLC
Pennsylvania
$190K -$54.5K -2,081 -23%
SS
50
Sunbelt Securities
Texas
$153K +$59.4K +2,271 +66%

QSPT Hedge Fund Activity: Q3 2024 in Review

61 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest Nasdaq-100 Buffer ETF September (QSPT) for Q3 2024, worth a combined $61.7M — up 2.7% from $60.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new QSPT positions and 4 closed out — a net gain of 1 holder — while 24 added to existing stakes and 21 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $3.35M. The largest seller was Creative Financial Designs, cutting an estimated $9.79M.

  • 61 institutional investors held FT Vest Nasdaq-100 Buffer ETF September (QSPT) as of Q3 2024, up from 60 in Q2 2024.
  • Funds reported $61.7M of FT Vest Nasdaq-100 Buffer ETF September stock for Q3 2024, up 2.7% quarter-over-quarter.
  • 5 funds opened new FT Vest Nasdaq-100 Buffer ETF September positions in Q3 2024 and 4 closed out, a net change of +1 holder.
  • The largest FT Vest Nasdaq-100 Buffer ETF September buyer in Q3 2024 was Raymond James & Associates, an estimated $3.35M added.
  • The largest FT Vest Nasdaq-100 Buffer ETF September seller in Q3 2024 was Creative Financial Designs, an estimated $9.79M sold.

Based on aggregated 13F filings for Q3 2024.