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FT Vest US Equity Enhance & Moderate Buffer ETF December

16 hedge funds and large institutions have $42.6M invested in FT Vest US Equity Enhance & Moderate Buffer ETF December in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,130% more capital invested

Capital invested by funds: $3.46M → $42.6M (+$39.1M)

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

129% more funds holding

Funds holding: 716 (+9)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

27.4% less ownership

Funds ownership: 112.42%85.02% (-27%)

Holders
16
Holders Change
+9
Holders Change %
+128.57%
% of All Funds
0.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
1
Reduced
1
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1
Bouchey Financial Group
New York
$23.5M +$23.2M +772,898 New
KWS
2
Keystone Wealth Services
California
$6M +$5.93M +197,385 New
CWG
3
Crown Wealth Group
North Carolina
$2.73M +$2.7M +89,779 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.05M +$2.03M +67,546 New
LNC
5
Lincoln National Corp
Pennsylvania
$1.62M +$289K +9,622 +22%
APA
6
American Portfolios Advisors
New York
$1.47M +$1.46M +48,478 New
AAS
7
Avantax Advisory Services
Texas
$763K +$760K +25,301 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$761K +$752K +25,054 New
CA
9
Corrado Advisors
New Jersey
$730K -$3.09K -103 -0.4%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$682K +$675K +22,460 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$583K +$577K +19,203 New
NA
12
NewEdge Advisors
Louisiana
$549K +$542K +18,056 New
LFG
13
Larson Financial Group
Missouri
$489K +$484K +16,100 New
Osaic Holdings
14
Osaic Holdings
Arizona
$481K +$475K +15,818 New
PGWM
15
Pitti Group Wealth Management
New York
$204K +$202K +6,725 New
AF
16
Advisornet Financial
Minnesota
$18K +$18K +600 New
MSFS
17
Main Street Financial Solutions
Pennsylvania
-$456K -14,800 Closed
OMC
18
Old Mission Capital
Illinois
-$448K -14,552 Closed
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
-$242K -7,860 Closed
UBS Group
20
UBS Group
Switzerland
-$2K -63 Closed

XDEC Hedge Fund Activity: Q1 2022 in Review

16 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) for Q1 2022, worth a combined $42.6M — up 1,130% from $3.46M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new XDEC positions and 4 closed out — a net gain of 10 holders — while 1 added to existing stakes and 1 trimmed.

The largest buyer was Bouchey Financial Group, opening a new position worth an estimated $23.2M. The largest seller was Main Street Financial Solutions, exiting entirely with an estimated $456K sold.

  • 16 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) as of Q1 2022, up from 7 in Q4 2021.
  • Funds reported $42.6M of FT Vest US Equity Enhance & Moderate Buffer ETF December stock for Q1 2022, up 1,130% quarter-over-quarter.
  • 14 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF December positions in Q1 2022 and 4 closed out, a net change of +10 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF December buyer in Q1 2022 was Bouchey Financial Group, an estimated $23.2M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF December seller in Q1 2022 was Main Street Financial Solutions, an estimated $456K sold.

Based on aggregated 13F filings for Q1 2022.