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FT Vest Nasdaq-100 Buffer ETF September

67 hedge funds and large institutions have $78.5M invested in FT Vest Nasdaq-100 Buffer ETF September in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 29 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 7

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

48% more capital invested

Capital invested by funds: $53.2M → $78.5M (+$25.3M)

34% more funds holding

Funds holding: 5067 (+17)

5.77% less ownership

Funds ownership: 39.56%33.8% (-5.8%)

Holders
67
Holders Change
+17
Holders Change %
+34%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
29
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$10M +$2.06M +91,319 +28%
CFD
2
Creative Financial Designs
Indiana
$8.95M +$8.49M +375,863 New
Osaic Holdings
3
Osaic Holdings
Arizona
$7.8M -$1.64M -72,552 -18%
CA
4
Cetera Advisors
Colorado
$4.07M +$3.49M +154,465 +941%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.98M +$1.28M +56,747 +51%
RJA
6
Raymond James & Associates
Florida
$3.24M +$457K +20,239 +17%
SI
7
Stephens Inc
Arkansas
$2.52M +$20.2K +895 +0.9%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$2.35M -$275K -12,191 -11%
KWS
9
Keystone Wealth Services
California
$2.1M +$469K +20,777 +31%
WEG
10
World Equity Group
Illinois
$2.03M +$471K +20,874 +32%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.92M +$1.1M +48,777 +154%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.85M +$1.29M +57,222 +282%
GAA
13
Global Assets Advisory
Florida
$1.61M +$1.54M +68,158 New
SPIA
14
Steward Partners Investment Advisory
New York
$1.55M +$703K +31,122 +92%
TGAM
15
TBH Global Asset Management
Tennessee
$1.36M
PFS
16
Prospera Financial Services
Texas
$1.2M +$110K +4,866 +11%
LPL Financial
17
LPL Financial
California
$1.19M +$318K +14,065 +39%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.18M +$85.8K +3,800 +8%
KAS
19
Kestra Advisory Services
Texas
$1.1M +$572K +25,318 +121%
CFGS
20
Concourse Financial Group Securities
Alabama
$1.05M +$758K +33,572 +314%
VBFP
21
Valtinson Bruner Financial Planning
Minnesota
$936K
TFS
22
Thoroughbred Financial Services
Tennessee
$880K
Mariner
23
Mariner
Kansas
$864K +$16.9K +750 +2%
Truist Financial
24
Truist Financial
North Carolina
$843K +$440K +19,495 +123%
CCFM
25
Clear Creek Financial Management
Washington
$830K -$113 -5 -0%

QSPT Hedge Fund Activity: Q4 2023 in Review

67 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest Nasdaq-100 Buffer ETF September (QSPT) for Q4 2023, worth a combined $78.5M — up 48% from $53.2M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new QSPT positions and 7 closed out — a net gain of 17 holders — while 29 added to existing stakes and 7 trimmed.

The largest buyer was Creative Financial Designs, opening a new position worth an estimated $8.49M. The largest seller was AE Wealth Management, cutting an estimated $3.68M.

  • 67 institutional investors held FT Vest Nasdaq-100 Buffer ETF September (QSPT) as of Q4 2023, up from 50 in Q3 2023.
  • Funds reported $78.5M of FT Vest Nasdaq-100 Buffer ETF September stock for Q4 2023, up 48% quarter-over-quarter.
  • 24 funds opened new FT Vest Nasdaq-100 Buffer ETF September positions in Q4 2023 and 7 closed out, a net change of +17 holders.
  • The largest FT Vest Nasdaq-100 Buffer ETF September buyer in Q4 2023 was Creative Financial Designs, an estimated $8.49M added.
  • The largest FT Vest Nasdaq-100 Buffer ETF September seller in Q4 2023 was AE Wealth Management, an estimated $3.68M sold.

Based on aggregated 13F filings for Q4 2023.