We are live on ! Find out more
XIDE icon

FT Vest US Equity Buffer & Premium Income ETF December

18 hedge funds and large institutions have $15.6M invested in FT Vest US Equity Buffer & Premium Income ETF December in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

6% more funds holding

Funds holding: 1718 (+1)

3% more capital invested

Capital invested by funds: $15.2M → $15.6M (+$392K)

0.41% more ownership

Funds ownership: 73.73%74.14% (+0.41%)

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SP
1
Sequent Planning
Nebraska
$4.68M -$339K -11,203 -7%
FIA
2
Foundations Investment Advisors
Arizona
$2.14M -$223K -7,367 -9%
HI
3
Harbour Investments
Wisconsin
$1.57M +$49.1K +1,625 +3%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.42M -$270K -8,924 -16%
KAS
5
Kestra Advisory Services
Texas
$1.1M +$32.6K +1,078 +3%
AWM
6
Accel Wealth Management
Iowa
$1.01M +$161K +5,326 +19%
ARG
7
Advisory Resource Group
Oklahoma
$770K +$773K +25,557 New
OIA
8
OneDigital Investment Advisors
Kansas
$514K +$238K +7,884 +86%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$469K -$56K -1,853 -11%
WEG
10
World Equity Group
Illinois
$419K -$172K -5,674 -29%
FPWM
11
FSB Premier Wealth Management
Iowa
$368K
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$314K +$315K +10,431 New
GSAM
13
Grant Street Asset Management
Pennsylvania
$309K +$6.8K +225 +2%
BW
14
Bison Wealth
Georgia
$250K +$251K +8,300 New
KWS
15
Keystone Wealth Services
California
$209K +$2.33K +77 +1%
Barclays
16
Barclays
United Kingdom
$52.1K +$25.6K +848 +96%
UBS Group
17
UBS Group
Switzerland
$40.3K +$7.32K +242 +22%
PS
18
Principal Securities
Iowa
$5.88K +$121 +4 +2%
CSPIA
19
Cary Street Partners Investment Advisory
Virginia
-$204K -6,716 Closed
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
-$67K -2,215 Closed

XIDE Hedge Fund Activity: Q4 2024 in Review

18 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer & Premium Income ETF December (XIDE) for Q4 2024, worth a combined $15.6M — up 2.6% from $15.2M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new XIDE positions and 2 closed out — a net gain of 1 holder — while 9 added to existing stakes and 5 trimmed.

The largest buyer was Advisory Resource Group, opening a new position worth an estimated $773K. The largest seller was Sequent Planning, cutting an estimated $339K.

  • 18 institutional investors held FT Vest US Equity Buffer & Premium Income ETF December (XIDE) as of Q4 2024, up from 17 in Q3 2024.
  • Funds reported $15.6M of FT Vest US Equity Buffer & Premium Income ETF December stock for Q4 2024, up 2.6% quarter-over-quarter.
  • 3 funds opened new FT Vest US Equity Buffer & Premium Income ETF December positions in Q4 2024 and 2 closed out, a net change of +1 holder.
  • The largest FT Vest US Equity Buffer & Premium Income ETF December buyer in Q4 2024 was Advisory Resource Group, an estimated $773K added.
  • The largest FT Vest US Equity Buffer & Premium Income ETF December seller in Q4 2024 was Sequent Planning, an estimated $339K sold.

Based on aggregated 13F filings for Q4 2024.