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FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC

Overview Fund Activity

79 hedge funds and large institutions have $265M invested in FT Vest US Equity Enhance & Moderate Buffer ETF December in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
28
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$26.9M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$11.8M
3
HI
Harbour Investments
Wisconsin
$6.19M
4
Jane Street
Jane Street
New York
$1.78M
5
TC
TownSquare Capital
Utah
$1.42M

Top Sellers

1
SW
SMART Wealth
Nebraska
$0
2
AWM
AE Wealth Management
Kansas
$773K
3
PG
Prostatis Group
Maryland
$373K
4
KA
Kure Advisory
Minnesota
$0
5
Osaic Holdings
Osaic Holdings
Arizona
$58M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
76
Spire Wealth Management
Virginia
$42.3K – – –
TLA
77
Tanglewood Legacy Advisors
Texas
$12K – – –
NS
78
NBC Securities
Alabama
$5K +$5K +145 New
RCM
79
Raleigh Capital Management
North Carolina
$1.06K +$1.06K +30 New
SW
80
SMART Wealth
Nebraska
– -$18M -528,935 Closed
KA
81
Kure Advisory
Minnesota
– -$2.5M -73,459 Closed
OMC
82
Old Mission Capital
Illinois
– -$499K -14,652 Closed
KCFA
83
Key Client Fiduciary Advisors
New Jersey
– -$480K -14,104 Closed
IHWM
84
Iron Horse Wealth Management
Iowa
– -$12.5K -367 Closed
AWM
85
Abound Wealth Management
Tennessee
– -$1.43K -42 Closed
OLVIG
86
Oliver Lagore Vanvalin Investment Group
Michigan
– -$1.43K -42 Closed
GWANC
87
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$1.02K -30 Closed
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