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FT Vest International Equity Moderate Buffer ETF December

34 hedge funds and large institutions have $34M invested in FT Vest International Equity Moderate Buffer ETF December in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

31% more funds holding

Funds holding: 2634 (+8)

6.66% less ownership

Funds ownership: 83.45%76.79% (-6.7%)

33% less capital invested

Capital invested by funds: $50.7M → $34M (-$16.7M)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
34
Holders Change
+8
Holders Change %
+30.77%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
4
Reduced
7
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$5.75M -$14M -654,711 -72%
AWM
2
AE Wealth Management
Kansas
$5.1M +$4.82M +224,866 New
SW
3
SMART Wealth
Nebraska
$4.41M +$4.15M +193,678 New
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.06M +$3.19M +148,647 +500%
GRP
5
Global Retirement Partners
California
$2.76M +$2.64M +122,962 New
Osaic Holdings
6
Osaic Holdings
Arizona
$1.1M -$3.16M -147,229 -75%
LJAC
7
L.J. Altfest & Co
New York
$962K +$907K +42,308 New
1W
8
1776 Wealth
Georgia
$834K +$47.2K +2,200 +6%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$811K -$12.5K -585 -2%
PCG
10
Prosperity Consulting Group
Maryland
$714K -$186K -8,657 -22%
NA
11
NewEdge Advisors
Louisiana
$698K -$110K -5,140 -14%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$578K +$544K +25,393 New
HI
13
Harbour Investments
Wisconsin
$548K
ACM
14
Arlington Capital Management
Illinois
$503K +$474K +22,111 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$487K -$89.2K -4,160 -16%
IF
16
Integrity Financial
Wyoming
$482K +$454K +21,167 New
AAS
17
Avantax Advisory Services
Texas
$459K +$432K +20,167 New
CAN
18
Cetera Advisor Networks
California
$398K +$375K +17,516 New
Citadel Advisors
19
Citadel Advisors
Florida
$350K +$330K +15,403 New
SAG
20
SageView Advisory Group
California
$327K
AWE
21
Avidian Wealth Enterprises
Texas
$306K +$288K +13,436 New
OIA
22
OneDigital Investment Advisors
Kansas
$288K +$272K +12,681 New
IFS
23
Ifrah Financial Services
Arkansas
$276K -$14.6K -683 -5%
AA
24
AlphaMark Advisors
Kentucky
$264K +$249K +11,600 New
DFA
25
DHJJ Financial Advisors
Illinois
$255K +$149K +6,955 +164%

YDEC Hedge Fund Activity: Q4 2023 in Review

34 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest International Equity Moderate Buffer ETF December (YDEC) for Q4 2023, worth a combined $34M — down 33% from $50.7M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new YDEC positions and 8 closed out — a net gain of 8 holders — while 4 added to existing stakes and 7 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $4.82M. The largest seller was Grant Street Asset Management, exiting entirely with an estimated $14.9M sold.

  • 34 institutional investors held FT Vest International Equity Moderate Buffer ETF December (YDEC) as of Q4 2023, up from 26 in Q3 2023.
  • Funds reported $34M of FT Vest International Equity Moderate Buffer ETF December stock for Q4 2023, down 33% quarter-over-quarter.
  • 16 funds opened new FT Vest International Equity Moderate Buffer ETF December positions in Q4 2023 and 8 closed out, a net change of +8 holders.
  • The largest FT Vest International Equity Moderate Buffer ETF December buyer in Q4 2023 was AE Wealth Management, an estimated $4.82M added.
  • The largest FT Vest International Equity Moderate Buffer ETF December seller in Q4 2023 was Grant Street Asset Management, an estimated $14.9M sold.

Based on aggregated 13F filings for Q4 2023.