We are live on ! Find out more
QSPT icon

FT Vest Nasdaq-100 Buffer ETF September

42 hedge funds and large institutions have $44.3M invested in FT Vest Nasdaq-100 Buffer ETF September in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 7

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

10% more capital invested

Capital invested by funds: $40.2M → $44.3M (+$4.13M)

2% more funds holding

Funds holding: 4142 (+1)

1.76% less ownership

Funds ownership: 54.19%52.43% (-1.8%)

Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
14
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$7.94M +$33.3K +1,845 +0.5%
PWPS
2
Pinnacle Wealth Planning Services
Ohio
$6.78M
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.59M +$340K +18,832 +11%
AWM
4
AE Wealth Management
Kansas
$3.42M +$141K +7,804 +5%
WEG
5
World Equity Group
Illinois
$2.82M +$560K +30,992 +44%
SW
6
SMART Wealth
Nebraska
$2.58M -$325K -17,999 -12%
KWS
7
Keystone Wealth Services
California
$1.5M
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.37M -$181K -10,024 -12%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.32M +$226K +12,517 +22%
CAN
10
Cetera Advisor Networks
California
$1.28M +$1.01M +55,705 +520%
TGAM
11
TBH Global Asset Management
Tennessee
$1.1M
VBFP
12
Valtinson Bruner Financial Planning
Minnesota
$740K
CCFM
13
Clear Creek Financial Management
Washington
$709K -$813 -45 -0.1%
Mariner
14
Mariner
Kansas
$707K +$6.42K +355 +1%
OC
15
Oppenheimer & Co
New York
$659K +$618K +34,197 New
SPIA
16
Steward Partners Investment Advisory
New York
$651K +$254K +14,050 +71%
TFS
17
Thoroughbred Financial Services
Tennessee
$638K
KAS
18
Kestra Advisory Services
Texas
$571K -$451K -24,971 -46%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$515K +$483K +26,718 New
CA
20
Cetera Advisors
Colorado
$493K -$1.7M -93,898 -79%
LNC
21
Lincoln National Corp
Pennsylvania
$477K
AAS
22
Ameritas Advisory Services
Nebraska
$473K
HI
23
Harbour Investments
Wisconsin
$436K -$327K -18,123 -44%
SDH
24
Sloy Dahl & Holst
Washington
$388K
LPL Financial
25
LPL Financial
California
$356K +$72.3K +4,000 +28%

QSPT Hedge Fund Activity: Q1 2023 in Review

42 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FT Vest Nasdaq-100 Buffer ETF September (QSPT) for Q1 2023, worth a combined $44.3M — up 10% from $40.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new QSPT positions and 6 closed out — a net gain of 1 holder — while 14 added to existing stakes and 7 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $1.34M. The largest seller was Cetera Advisors, cutting an estimated $1.7M.

  • 42 institutional investors held FT Vest Nasdaq-100 Buffer ETF September (QSPT) as of Q1 2023, up from 41 in Q4 2022.
  • Funds reported $44.3M of FT Vest Nasdaq-100 Buffer ETF September stock for Q1 2023, up 10% quarter-over-quarter.
  • 7 funds opened new FT Vest Nasdaq-100 Buffer ETF September positions in Q1 2023 and 6 closed out, a net change of +1 holder.
  • The largest FT Vest Nasdaq-100 Buffer ETF September buyer in Q1 2023 was Commonwealth Equity Services, an estimated $1.34M added.
  • The largest FT Vest Nasdaq-100 Buffer ETF September seller in Q1 2023 was Cetera Advisors, an estimated $1.7M sold.

Based on aggregated 13F filings for Q1 2023.