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FT Vest US Equity Enhance & Moderate Buffer ETF December

26 hedge funds and large institutions have $50.9M invested in FT Vest US Equity Enhance & Moderate Buffer ETF December in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

63% more funds holding

Funds holding: 1626 (+10)

19% more capital invested

Capital invested by funds: $42.6M → $50.9M (+$8.29M)

4.02% less ownership

Funds ownership: 85.02%81% (-4%)

Holders
26
Holders Change
+10
Holders Change %
+62.5%
% of All Funds
0.44%
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
10
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1
Bouchey Financial Group
New York
$22.8M +$1.27M +43,718 +6%
KWS
2
Keystone Wealth Services
California
$5.26M -$259K -8,934 -5%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.29M +$1.46M +50,572 +75%
NA
4
NewEdge Advisors
Louisiana
$2.81M +$2.39M +82,548 +457%
OBWG
5
Onyx Bridge Wealth Group
New York
$2.15M +$2.18M +75,130 New
LNC
6
Lincoln National Corp
Pennsylvania
$2.11M +$643K +22,190 +42%
CSPIA
7
Cary Street Partners Investment Advisory
Virginia
$1.54M +$1.6M +55,382 New
APA
8
American Portfolios Advisors
New York
$1.29M -$68.5K -2,367 -5%
BRWA
9
B. Riley Wealth Advisors
Florida
$1.1M +$1.14M +39,485 New
HI
10
Harbour Investments
Wisconsin
$958K +$995K +34,345 New
CA
11
Cetera Advisors
Colorado
$853K +$886K +30,584 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$833K +$139K +4,795 +19%
AAS
13
Avantax Advisory Services
Texas
$793K +$90.4K +3,121 +12%
Osaic Holdings
14
Osaic Holdings
Arizona
$699K +$268K +9,262 +59%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$646K +$20.2K +697 +3%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$642K +$110K +3,802 +20%
CA
17
Corrado Advisors
New Jersey
$640K -$32.3K -1,117 -5%
Citadel Advisors
18
Citadel Advisors
Florida
$554K +$575K +19,849 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$512K +$532K +18,359 New
MSFS
20
Main Street Financial Solutions
Pennsylvania
$413K +$429K +14,800 New
CWG
21
Crown Wealth Group
North Carolina
$296K -$2.29M -79,159 -88%
PAG
22
Private Advisory Group
Washington
$286K +$296K +10,234 New
CF
23
Centaurus Financial
California
$199K +$206K +7,122 New
CAL
24
Capital Analysts LLC
Pennsylvania
$126K +$130K +4,506 New
AF
25
Advisornet Financial
Minnesota
$73K +$57.9K +2,000 +333%

XDEC Hedge Fund Activity: Q2 2022 in Review

26 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) for Q2 2022, worth a combined $50.9M — up 19% from $42.6M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new XDEC positions and 2 closed out — a net gain of 10 holders — while 10 added to existing stakes and 4 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $2.39M. The largest seller was Crown Wealth Group, cutting an estimated $2.29M.

  • 26 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) as of Q2 2022, up from 16 in Q1 2022.
  • Funds reported $50.9M of FT Vest US Equity Enhance & Moderate Buffer ETF December stock for Q2 2022, up 19% quarter-over-quarter.
  • 12 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF December positions in Q2 2022 and 2 closed out, a net change of +10 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF December buyer in Q2 2022 was NewEdge Advisors, an estimated $2.39M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF December seller in Q2 2022 was Crown Wealth Group, an estimated $2.29M sold.

Based on aggregated 13F filings for Q2 2022.