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FT Vest International Equity Buffer ETF September

33 hedge funds and large institutions have $23.6M invested in FT Vest International Equity Buffer ETF September in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 2

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

90% more capital invested

Capital invested by funds: $12.5M → $23.6M (+$11.2M)

74% more funds holding

Funds holding: 1933 (+14)

14.98% more ownership

Funds ownership: 52.01%66.99% (+15%)

Holders
33
Holders Change
+14
Holders Change %
+73.68%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
11
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LA
1
LM Advisors
California
$4.28M +$4.04M +206,304 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.96M +$292K +14,910 +8%
BCM
3
Brookstone Capital Management
Illinois
$2.63M -$34.5K -1,759 -1%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.3M +$266K +13,569 +14%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.43M +$1.35M +68,747 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.3M +$333K +16,974 +37%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$906K +$40.2K +2,049 +5%
VA
8
Valmark Advisers
Ohio
$780K +$737K +37,609 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$568K +$537K +27,374 New
Corient Private Wealth
10
Corient Private Wealth
Florida
$482K +$247K +12,600 +118%
SOS
11
Silver Oak Securities
Tennessee
$481K +$455K +23,201 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$478K -$23.1K -1,177 -5%
RJA
13
Raymond James & Associates
Florida
$471K +$147K +7,509 +49%
CFGS
14
Concourse Financial Group Securities
Alabama
$463K +$23.1K +1,178 +6%
OMC
15
Old Mission Capital
Illinois
$398K +$376K +19,204 New
AA
16
AlphaMark Advisors
Kentucky
$398K +$178K +9,090 +90%
PFS
17
Prospera Financial Services
Texas
$394K +$32.1K +1,640 +9%
Envestnet Portfolio Solutions
18
Envestnet Portfolio Solutions
Illinois
$363K +$343K +17,481 New
CAN
19
Cetera Advisor Networks
California
$336K +$317K +16,181 New
1W
20
1776 Wealth
Georgia
$285K +$270K +13,763 New
AWS
21
Atria Wealth Solutions
New York
$212K +$200K +10,213 New
SWP
22
Summit Wealth Partners
Florida
$204K -$108K -5,491 -36%
FCA
23
FinTrust Capital Advisors
South Carolina
$132K +$125K +6,385 New
DFA
24
DHJJ Financial Advisors
Illinois
$99.7K +$39.6K +2,020 +73%
HI
25
Harbour Investments
Wisconsin
$75.7K

YSEP Hedge Fund Activity: Q4 2023 in Review

33 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in FT Vest International Equity Buffer ETF September (YSEP) for Q4 2023, worth a combined $23.6M — up 90% from $12.5M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new YSEP positions and 2 closed out — a net gain of 14 holders — while 11 added to existing stakes and 3 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $1.35M. The largest seller was Advisory Resource Group, exiting entirely with an estimated $466K sold.

  • 33 institutional investors held FT Vest International Equity Buffer ETF September (YSEP) as of Q4 2023, up from 19 in Q3 2023.
  • Funds reported $23.6M of FT Vest International Equity Buffer ETF September stock for Q4 2023, up 90% quarter-over-quarter.
  • 16 funds opened new FT Vest International Equity Buffer ETF September positions in Q4 2023 and 2 closed out, a net change of +14 holders.
  • The largest FT Vest International Equity Buffer ETF September buyer in Q4 2023 was Raymond James Financial Services Advisors, an estimated $1.35M added.
  • The largest FT Vest International Equity Buffer ETF September seller in Q4 2023 was Advisory Resource Group, an estimated $466K sold.

Based on aggregated 13F filings for Q4 2023.