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FT Vest US Equity Deep Buffer ETF March

61 hedge funds and large institutions have $49.3M invested in FT Vest US Equity Deep Buffer ETF March in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

2% more funds holding

Funds holding: 6061 (+1)

4% less capital invested

Capital invested by funds: $51.1M → $49.3M (-$1.84M)

2.12% less ownership

Funds ownership: 26.44%24.32% (-2.1%)

48% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 25

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
13
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
26
Sowell Financial Services
Arkansas
$444K +$420K +12,767 New
NA
27
NewEdge Advisors
Louisiana
$440K -$123K -3,750 -23%
LPL Financial
28
LPL Financial
California
$437K +$86.3K +2,624 +25%
AWM
29
AE Wealth Management
Kansas
$423K -$16.4K -497 -4%
Truist Financial
30
Truist Financial
North Carolina
$410K -$691 -21 -0.2%
MCWS
31
McKinley Carter Wealth Services
West Virginia
$389K
SWP
32
Stratos Wealth Partners
Ohio
$379K -$14.9K -453 -4%
HFM
33
Hartford Financial Management
Connecticut
$345K -$212K -6,454 -39%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$336K -$297K -9,036 -48%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$326K -$317K -9,636 -50%
AFAS
36
Acorn Financial Advisory Services
Virginia
$325K -$35.1K -1,067 -10%
DIM
37
Delta Investment Management
California
$301K -$2.3K -70 -0.8%
Envestnet Portfolio Solutions
38
Envestnet Portfolio Solutions
Illinois
$265K +$257K +7,814 New
CP
39
Camelot Portfolios
Ohio
$259K +$17.1K +521 +7%
LNC
40
Lincoln National Corp
Pennsylvania
$237K
IF
41
Integrity Financial
Wyoming
$236K
ACMA
42
Arbor Capital Management (Alaska)
Alaska
$233K +$227K +6,888 New
BCI
43
Brinker Capital Investments
Pennsylvania
$229K -$61.4K -1,865 -22%
OPS
44
Orion Portfolio Solutions
Nebraska
$229K -$61.4K -1,865 -22%
SS
45
Sunbelt Securities
Texas
$220K +$20.4K +621 +11%
MML Investors Services
46
MML Investors Services
Massachusetts
$211K -$14.1K -428 -6%
NS
47
NBC Securities
Alabama
$106K -$22.2K -676 -18%
WWMSC
48
Wagner Wealth Management (South Carolina)
South Carolina
$85.7K
DFA
49
DHJJ Financial Advisors
Illinois
$70.6K -$7.57K -230 -10%
CIAS
50
Capital Investment Advisory Services
North Carolina
$40.5K +$6.48K +197 +20%

DMAR Hedge Fund Activity: Q4 2023 in Review

61 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF March (DMAR) for Q4 2023, worth a combined $49.3M — down 3.6% from $51.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DMAR positions and 9 closed out — a net gain of 2 holders — while 13 added to existing stakes and 25 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $2.57M. The largest seller was Brookstone Capital Management, exiting entirely with an estimated $3.23M sold.

  • 61 institutional investors held FT Vest US Equity Deep Buffer ETF March (DMAR) as of Q4 2023, up from 60 in Q3 2023.
  • Funds reported $49.3M of FT Vest US Equity Deep Buffer ETF March stock for Q4 2023, down 3.6% quarter-over-quarter.
  • 11 funds opened new FT Vest US Equity Deep Buffer ETF March positions in Q4 2023 and 9 closed out, a net change of +2 holders.
  • The largest FT Vest US Equity Deep Buffer ETF March buyer in Q4 2023 was Kestra Advisory Services, an estimated $2.57M added.
  • The largest FT Vest US Equity Deep Buffer ETF March seller in Q4 2023 was Brookstone Capital Management, an estimated $3.23M sold.

Based on aggregated 13F filings for Q4 2023.