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FT Vest US Equity Enhance & Moderate Buffer ETF December

69 hedge funds and large institutions have $263M invested in FT Vest US Equity Enhance & Moderate Buffer ETF December in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $270M → $263M (-$7.31M)

5% less funds holding

Funds holding: 7369 (-4)

33.62% less ownership

Funds ownership: 109.81%76.19% (-34%)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

77% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 43

Holders
69
Holders Change
-4
Holders Change %
-5.48%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
10
Reduced
43
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
26
Onyx Bridge Wealth Group
New York
$1.25M -$833K -25,336 -40%
FHC
27
First Heartland Consultants
Missouri
$1.23M -$452K -13,737 -27%
ICG
28
InterOcean Capital Group
Tennessee
$1.08M -$30.1K -915 -3%
CA
29
Cambridge Advisors
Nebraska
$1.02M -$9.87K -300 -1%
BBPWM
30
Blue Bell Private Wealth Management
Pennsylvania
$1M -$1.68K -51 -0.2%
CAN
31
Cetera Advisor Networks
California
$920K -$46K -1,397 -5%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$880K -$416K -12,651 -32%
NA
33
NewEdge Advisors
Louisiana
$850K -$117K -3,552 -12%
SFPG
34
Stonebridge Financial Planning Group
Florida
$792K -$126K -3,835 -14%
JIP
35
Jaffetilchin Investment Partners
Florida
$660K
Mariner
36
Mariner
Kansas
$605K -$19.4K -590 -3%
BCI
37
Brinker Capital Investments
Pennsylvania
$547K +$66 +2 +0%
OPS
38
Orion Portfolio Solutions
Nebraska
$547K +$66 +2 +0%
CA
39
Corrado Advisors
New Jersey
$537K -$16.7K -508 -3%
KWS
40
Keystone Wealth Services
California
$529K
BW
41
Bison Wealth
Georgia
$483K -$225K -6,843 -32%
KCFA
42
Key Client Fiduciary Advisors
New Jersey
$446K +$113K +3,450 +34%
AWA
43
Arkadios Wealth Advisors
Georgia
$422K +$422K +12,832 New
CFGS
44
Concourse Financial Group Securities
Alabama
$417K
Citadel Advisors
45
Citadel Advisors
Florida
$401K -$164K -4,974 -29%
PAG
46
Private Advisory Group
Washington
$387K -$5.69K -173 -1%
OWA
47
Outlook Wealth Advisors
Texas
$376K
SOS
48
Silver Oak Securities
Tennessee
$374K -$22.1K -671 -6%
AAS
49
Avantax Advisory Services
Texas
$358K -$10K -304 -3%
OMC
50
Old Mission Capital
Illinois
$349K -$1.06M -32,115 -75%

XDEC Hedge Fund Activity: Q3 2023 in Review

69 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) for Q3 2023, worth a combined $263M — down 2.7% from $270M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of XDEC and 6 opened new positions — a net loss of 4 holders — while 43 trimmed existing stakes and 10 added.

The largest buyer was Osaic Holdings, adding an estimated $8.01M. The largest seller was Prostatis Group, cutting an estimated $151M.

  • 69 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) as of Q3 2023, down from 73 in Q2 2023.
  • Funds reported $263M of FT Vest US Equity Enhance & Moderate Buffer ETF December stock for Q3 2023, down 2.7% quarter-over-quarter.
  • 6 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF December positions in Q3 2023 and 10 closed out, a net change of -4 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF December buyer in Q3 2023 was Osaic Holdings, an estimated $8.01M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF December seller in Q3 2023 was Prostatis Group, an estimated $151M sold.

Based on aggregated 13F filings for Q3 2023.