XDEC icon

FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC

Overview Fund Activity

74 hedge funds and large institutions have $256M invested in FT Vest US Equity Enhance & Moderate Buffer ETF December in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
22
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
SMART Wealth
Nebraska
$18M
2
AWM
AE Wealth Management
Kansas
$6M
3
AWA
Arkadios Wealth Advisors
Georgia
$3.11M
4
PAG
Private Advisor Group
New Jersey
$2.5M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$6.06M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$14M
2
BFG
Bouchey Financial Group
New York
$14.5M
3
Osaic Holdings
Osaic Holdings
Arizona
$58.2M
4
RC
Rovin Capital
Arizona
$16.4M
5
KPWS
Kestra Private Wealth Services
Texas
$1.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
51
LPL Financial
California
$330K +$330K +9,712 New
EWM
52
Echo Wealth Management
Minnesota
$329K – – –
PAG
53
Private Advisory Group
Washington
$324K -$75.6K -2,223 -19%
CBFP
54
Cedar Brook Financial Partners
Ohio
$322K -$19.9K -583 -6%
WAP
55
Wealthcare Advisory Partners
Pennsylvania
$308K -$48.6K -1,429 -14%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$267K – – –
CF
57
Centaurus Financial
California
$258K – – –
MFA
58
Millington Financial Advisors
Illinois
$205K +$205K +6,019 New
WWM
59
Wagner Wealth Management
South Carolina
$201K – – –
LI
60
LVZ Inc
Michigan
$201K +$201K +5,908 New
DFA
61
DHJJ Financial Advisors
Illinois
$173K +$68.3K +2,006 +65%
IA
62
IFP Advisors
Florida
$151K -$57K -1,675 -27%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$150K -$761K -22,357 -84%
PP
64
PFS Partners
New Jersey
$126K +$126K +3,705 New
SPIA
65
Steward Partners Investment Advisory
New York
$88.5K +$88.5K +2,600 New
SWM
66
Spire Wealth Management
Virginia
$41.3K – – –
IF
67
Integrity Financial
Wyoming
$28.8K – – –
IHWM
68
Iron Horse Wealth Management
Iowa
$12.5K – – –
TLA
69
Tanglewood Legacy Advisors
Texas
$11.6K – – –
CIAS
70
Capital Investment Advisory Services
North Carolina
$2.96K +$2.96K +87 New
AWM
71
Abound Wealth Management
Tennessee
$1.43K +$1.43K +42 New
OLVIG
72
Oliver Lagore Vanvalin Investment Group
Michigan
$1.43K +$1.43K +42 New
ACA
73
Aptus Capital Advisors
Alabama
$1.02K -$1.52M -44,590 -100%
GWANC
74
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.02K – – –
AWS
75
Atria Wealth Solutions
New York
– -$1.65M -50,086 Closed
1 2
3
4