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FT Vest International Equity Buffer ETF September

19 hedge funds and large institutions have $12.5M invested in FT Vest International Equity Buffer ETF September in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

19% more funds holding

Funds holding: 1619 (+3)

15% more capital invested

Capital invested by funds: $10.9M → $12.5M (+$1.58M)

6.42% more ownership

Funds ownership: 45.6%52.01% (+6.4%)

Holders
19
Holders Change
+3
Holders Change %
+18.75%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$3.38M +$815K +41,190 +31%
BCM
2
Brookstone Capital Management
Illinois
$2.42M -$125K -6,330 -5%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.87M +$837K +42,298 +77%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$877K -$168K -8,475 -16%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$800K +$3.21K +162 +0.4%
ARG
6
Advisory Resource Group
Oklahoma
$466K
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$466K +$479K +24,213 New
CFGS
8
Concourse Financial Group Securities
Alabama
$406K +$69.4K +3,506 +20%
PFS
9
Prospera Financial Services
Texas
$334K +$343K +17,348 New
SWP
10
Summit Wealth Partners
Florida
$294K
RJA
11
Raymond James & Associates
Florida
$292K +$40.5K +2,049 +16%
NA
12
NewEdge Advisors
Louisiana
$246K +$254K +12,818 New
Corient Private Wealth
13
Corient Private Wealth
Florida
$204K
AA
14
AlphaMark Advisors
Kentucky
$194K +$200K +10,100 New
HI
15
Harbour Investments
Wisconsin
$70.2K -$320K -16,197 -82%
DFA
16
DHJJ Financial Advisors
Illinois
$53.6K +$55.1K +2,785 New
AWM
17
Avior Wealth Management
Nebraska
$37.2K
IA
18
IFP Advisors
Florida
$27.6K -$8.9K -450 -24%
CAL
19
Capital Analysts LLC
Pennsylvania
$12K +$12.5K +634 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-$299K -15,000 Closed
AF
21
Advisornet Financial
Minnesota
-$114K -5,728 Closed
UBS Group
22
UBS Group
Switzerland
-$37.9K -1,902 Closed

YSEP Hedge Fund Activity: Q3 2023 in Review

19 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in FT Vest International Equity Buffer ETF September (YSEP) for Q3 2023, worth a combined $12.5M — up 15% from $10.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new YSEP positions and 3 closed out — a net gain of 3 holders — while 5 added to existing stakes and 4 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $837K. The largest seller was Harbour Investments, cutting an estimated $320K.

  • 19 institutional investors held FT Vest International Equity Buffer ETF September (YSEP) as of Q3 2023, up from 16 in Q2 2023.
  • Funds reported $12.5M of FT Vest International Equity Buffer ETF September stock for Q3 2023, up 15% quarter-over-quarter.
  • 6 funds opened new FT Vest International Equity Buffer ETF September positions in Q3 2023 and 3 closed out, a net change of +3 holders.
  • The largest FT Vest International Equity Buffer ETF September buyer in Q3 2023 was Osaic Holdings, an estimated $837K added.
  • The largest FT Vest International Equity Buffer ETF September seller in Q3 2023 was Harbour Investments, an estimated $320K sold.

Based on aggregated 13F filings for Q3 2023.