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SFEB

FT Vest US Small Cap Moderate Buffer ETF February

38 hedge funds and large institutions have $43.8M invested in FT Vest US Small Cap Moderate Buffer ETF February in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less capital invested

Capital invested by funds: $43.8M → $43.8M (-$52.8K)

2.75% less ownership

Funds ownership: 68.09%65.33% (-2.8%)

10% less funds holding

Funds holding: 4238 (-4)

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
38
Holders Change
-4
Holders Change %
-9.52%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$275K
NFG
27
Nations Financial Group
Iowa
$244K
BEI
28
Benjamin Edwards Inc
Missouri
$234K +$228K +11,002 New
SWA
29
SOA Wealth Advisors
New York
$230K
MFGM
30
Marshall Financial Group (Maryland)
Maryland
$213K
BCI
31
Brinker Capital Investments
Pennsylvania
$202K +$197K +9,488 New
OPS
32
Orion Portfolio Solutions
Nebraska
$202K +$197K +9,488 New
SS
33
Sunbelt Securities
Texas
$173K
CFGS
34
Concourse Financial Group Securities
Alabama
$167K
UBS Group
35
UBS Group
Switzerland
$129K +$80.2K +3,867 +175%
DFA
36
DHJJ Financial Advisors
Illinois
$108K
CAL
37
Capital Analysts LLC
Pennsylvania
$59K
PS
38
Principal Securities
Iowa
$6.39K
SW
39
SMART Wealth
Nebraska
-$1.49M -73,958 Closed
Citadel Advisors
40
Citadel Advisors
Florida
-$538K -26,740 Closed
Goldman Sachs
41
Goldman Sachs
New York
-$303K -15,080 Closed
KWM
42
Kingsview Wealth Management
Oregon
-$278K -13,832 Closed
KWA
43
Kingswood Wealth Advisors
California
-$264K -13,125 Closed
FA
44
Flagstar Advisors
New York
-$226K -11,235 Closed
SRA
45
Secured Retirement Advisors
Minnesota
-$212K -10,535 Closed
AFG
46
Albion Financial Group
Utah
-$24.1K -1,200 Closed

SFEB Hedge Fund Activity: Q3 2024 in Review

38 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Small Cap Moderate Buffer ETF February (SFEB) for Q3 2024, worth a combined $43.8M — down 0.12% from $43.8M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SFEB and 5 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 9 added.

The largest buyer was Harbour Investments, adding an estimated $2.49M. The largest seller was SMART Wealth, exiting entirely with an estimated $1.49M sold.

  • 38 institutional investors held FT Vest US Small Cap Moderate Buffer ETF February (SFEB) as of Q3 2024, down from 42 in Q2 2024.
  • Funds reported $43.8M of FT Vest US Small Cap Moderate Buffer ETF February stock for Q3 2024, down 0.12% quarter-over-quarter.
  • 5 funds opened new FT Vest US Small Cap Moderate Buffer ETF February positions in Q3 2024 and 8 closed out, a net change of -3 holders.
  • The largest FT Vest US Small Cap Moderate Buffer ETF February buyer in Q3 2024 was Harbour Investments, an estimated $2.49M added.
  • The largest FT Vest US Small Cap Moderate Buffer ETF February seller in Q3 2024 was SMART Wealth, an estimated $1.49M sold.

Based on aggregated 13F filings for Q3 2024.