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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
WAP
51
Wealthcare Advisory Partners
Pennsylvania
$345K -$253K -7,685 -42%
CBFP
52
Cedar Brook Financial Partners
Ohio
$329K
EWM
53
Echo Wealth Management
Minnesota
$317K -$46.4K -1,409 -13%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$299K -$658K -20,009 -69%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$258K -$59K -1,793 -19%
BRWA
56
B. Riley Wealth Advisors
Florida
$251K -$55.9K -1,699 -18%
CF
57
Centaurus Financial
California
$249K -$7.89K -240 -3%
IA
58
IFP Advisors
Florida
$201K +$98.7K +3,000 +97%
WWMSC
59
Wagner Wealth Management (South Carolina)
South Carolina
$194K
DFA
60
DHJJ Financial Advisors
Illinois
$101K +$101K +3,085 New
CSPIA
61
Cary Street Partners Investment Advisory
Virginia
$60.7K -$449K -13,650 -88%
SWM
62
Spire Wealth Management
Virginia
$39.5K -$13.2K -400 -25%
UBS Group
63
UBS Group
Switzerland
$36.2K -$29.9K -909 -45%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$32.9K +$32.9K +1,000 New
IF
65
Integrity Financial
Wyoming
$27.8K
BlackRock
66
BlackRock
New York
$19.2K +$19.2K +583 New
IHWM
67
Iron Horse Wealth Management
Iowa
$12.1K +$12.1K +367 New
TLA
68
Tanglewood Legacy Advisors
Texas
$11.2K
GWANC
69
Guardian Wealth Advisors (North Carolina)
North Carolina
$987
MA
70
Mutual Advisors
Nebraska
-$3.03M -92,849 Closed
KIA
71
Kraematon Investment Advisors
Massachusetts
-$795K -24,375 Closed
ARC
72
Advisor Resource Council
Texas
-$707K -21,671 Closed
GS
73
GTS Securities
New York
-$357K -10,938 Closed
HAS
74
HBW Advisory Services
California
-$306K -9,366 Closed
JP Morgan Chase
75
JP Morgan Chase
New York
-$302K -9,263 Closed

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.