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FT Vest US Equity Deep Buffer ETF March

60 hedge funds and large institutions have $51.1M invested in FT Vest US Equity Deep Buffer ETF March in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2% more funds holding

Funds holding: 5960 (+1)

1.58% less ownership

Funds ownership: 28.02%26.44% (-1.6%)

8% less capital invested

Capital invested by funds: $55.6M → $51.1M (-$4.5M)

69% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 26

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
8
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$522K
AWS
27
Atria Wealth Solutions
New York
$501K -$217K -6,700 -30%
JP Morgan Chase
28
JP Morgan Chase
New York
$482K +$486K +15,000 New
AAS
29
Ameritas Advisory Services
Nebraska
$458K +$461K +14,226 New
AWM
30
AE Wealth Management
Kansas
$415K -$18.4K -568 -4%
Truist Financial
31
Truist Financial
North Carolina
$390K -$3.99K -123 -1%
SWP
32
Stratos Wealth Partners
Ohio
$375K -$34K -1,048 -8%
MCWS
33
McKinley Carter Wealth Services
West Virginia
$370K
CA
34
Cetera Advisors
Colorado
$346K +$42.1K +1,299 +14%
AFAS
35
Acorn Financial Advisory Services
Virginia
$343K -$2.53K -78 -0.7%
LPL Financial
36
LPL Financial
California
$331K +$334K +10,295 New
PA
37
PFG Advisors
Arizona
$296K -$9.66K -298 -3%
DIM
38
Delta Investment Management
California
$289K
BCI
39
Brinker Capital Investments
Pennsylvania
$277K -$2.11K -65 -0.7%
OPS
40
Orion Portfolio Solutions
Nebraska
$277K -$2.11K -65 -0.7%
CP
41
Camelot Portfolios
Ohio
$229K -$49.3K -1,520 -18%
LNC
42
Lincoln National Corp
Pennsylvania
$225K
IF
43
Integrity Financial
Wyoming
$224K -$3.5K -108 -2%
MML Investors Services
44
MML Investors Services
Massachusetts
$215K
Jane Street
45
Jane Street
New York
$203K +$204K +6,302 New
SS
46
Sunbelt Securities
Texas
$189K
SPIA
47
Steward Partners Investment Advisory
New York
$137K -$4.08K -126 -3%
NS
48
NBC Securities
Alabama
$123K +$124K +3,835 New
OAJ
49
Ogorek Anthony Joseph
New York
$88K
WWMSC
50
Wagner Wealth Management (South Carolina)
South Carolina
$81.4K

DMAR Hedge Fund Activity: Q3 2023 in Review

60 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF March (DMAR) for Q3 2023, worth a combined $51.1M — down 8.1% from $55.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DMAR positions and 7 closed out — a net gain of 1 holder — while 8 added to existing stakes and 26 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $1.78M. The largest seller was Strategic Blueprint, exiting entirely with an estimated $2.35M sold.

  • 60 institutional investors held FT Vest US Equity Deep Buffer ETF March (DMAR) as of Q3 2023, up from 59 in Q2 2023.
  • Funds reported $51.1M of FT Vest US Equity Deep Buffer ETF March stock for Q3 2023, down 8.1% quarter-over-quarter.
  • 8 funds opened new FT Vest US Equity Deep Buffer ETF March positions in Q3 2023 and 7 closed out, a net change of +1 holder.
  • The largest FT Vest US Equity Deep Buffer ETF March buyer in Q3 2023 was Old Mission Capital, an estimated $1.78M added.
  • The largest FT Vest US Equity Deep Buffer ETF March seller in Q3 2023 was Strategic Blueprint, an estimated $2.35M sold.

Based on aggregated 13F filings for Q3 2023.