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FT Vest US Equity Deep Buffer ETF March

59 hedge funds and large institutions have $55.6M invested in FT Vest US Equity Deep Buffer ETF March in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 17

6.38% less ownership

Funds ownership: 34.39%28.02% (-6.4%)

16% less funds holding

Funds holding: 7059 (-11)

17% less capital invested

Capital invested by funds: $67M → $55.6M (-$11.4M)

52% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 21

Holders
59
Holders Change
-11
Holders Change %
-15.71%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
16
Reduced
17
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWMSC
51
Wagner Wealth Management (South Carolina)
South Carolina
$81.7K
CIAS
52
Capital Investment Advisory Services
North Carolina
$32.3K
GWM
53
Geneos Wealth Management
Colorado
$32.3K +$31.4K +1,000 New
SWM
54
Spire Wealth Management
Virginia
$29.9K
TWM
55
Tradition Wealth Management
Minnesota
$26K
LFG
56
Larson Financial Group
Missouri
$25.5K -$973 -31 -4%
BFEC
57
Benjamin F. Edwards & Company
Missouri
$18K +$17.9K +570 New
OLVIG
58
Oliver Lagore Vanvalin Investment Group
Michigan
$549 +$534 +17 New
VA
59
Valmark Advisers
Ohio
-$704K -22,795 Closed
BOSSRA
60
B.O.S.S. Retirement Advisors
Utah
-$636K -20,607 Closed
OWA
61
Outlook Wealth Advisors
Texas
-$623K -20,185 Closed
OMC
62
Old Mission Capital
Illinois
-$543K -17,582 Closed
NW
63
NewEdge Wealth
Pennsylvania
-$539K -17,450 Closed
GLR
64
Great Lakes Retirement
Ohio
-$520K -16,855 Closed
AAS
65
Ameritas Advisory Services
Nebraska
-$466K -15,026 Closed
CAAS
66
Capital Asset Advisory Services
Michigan
-$320K -10,351 Closed
LPL Financial
67
LPL Financial
California
-$304K -9,835 Closed
SG
68
StoneX Group
New York
-$285K -9,220 Closed
IWN
69
Independent Wealth Network
Iowa
-$274K -8,866 Closed
AWA
70
Authentikos Wealth Advisory
California
-$249K -8,246 Closed
CF
71
Centaurus Financial
California
-$153K -4,944 Closed
AWM
72
Avior Wealth Management
Nebraska
-$39.4K -1,275 Closed
JP Morgan Chase
73
JP Morgan Chase
New York
-$16.5K -535 Closed
Wells Fargo
74
Wells Fargo
California
-$15.4K -500 Closed
AF
75
Advisornet Financial
Minnesota
-$6.18K -200 Closed

DMAR Hedge Fund Activity: Q2 2023 in Review

59 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF March (DMAR) for Q2 2023, worth a combined $55.6M — down 17% from $67M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of DMAR and 10 opened new positions — a net loss of 11 holders — while 17 trimmed existing stakes and 16 added.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $2.98M. The largest seller was AE Wealth Management, cutting an estimated $19M.

  • 59 institutional investors held FT Vest US Equity Deep Buffer ETF March (DMAR) as of Q2 2023, down from 70 in Q1 2023.
  • Funds reported $55.6M of FT Vest US Equity Deep Buffer ETF March stock for Q2 2023, down 17% quarter-over-quarter.
  • 10 funds opened new FT Vest US Equity Deep Buffer ETF March positions in Q2 2023 and 21 closed out, a net change of -11 holders.
  • The largest FT Vest US Equity Deep Buffer ETF March buyer in Q2 2023 was HighTower Advisors, an estimated $2.98M added.
  • The largest FT Vest US Equity Deep Buffer ETF March seller in Q2 2023 was AE Wealth Management, an estimated $19M sold.

Based on aggregated 13F filings for Q2 2023.