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FT Vest US Equity Deep Buffer ETF March
DMAR

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: 60 → 61 (+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
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
+$2.57M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.64M
3
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$1.39M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$700K
5
SFS
Sowell Financial Services
Arkansas
+$420K

Top Sellers

1
BCM
Brookstone Capital Management
Illinois
-$3.23M
2
HighTower Advisors
HighTower Advisors
Illinois
-$2.97M
3
CW
CreativeOne Wealth
Kansas
-$1.82M
4
OMC
Old Mission Capital
Illinois
-$1.76M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.6M +$1.64M +49,762 +43%
Osaic Holdings
2
Osaic Holdings
Arizona
$4.52M -$1.27M -38,561 -22%
SAW
3
Signal Advisors Wealth
Michigan
$3.82M +$3.71M +112,787 New
KAS
4
Kestra Advisory Services
Texas
$3.71M +$2.57M +77,987 +248%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.93M -$133K -4,028 -4%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$2.13M +$700K +21,261 +51%
HI
7
Harbour Investments
Wisconsin
$1.74M – – –
GKWIM
8
Gerber Kawasaki Wealth & Investment Management
California
$1.7M +$1.39M +42,245 New
CW
9
CreativeOne Wealth
Kansas
$1.63M -$1.82M -55,399 -54%
CAN
10
Cetera Advisor Networks
California
$1.52M +$381K +11,574 +35%
WIA
11
Wetzel Investment Advisors
Indiana
$1.4M +$1.36M +41,455 New
IP
12
Ignite Planners
California
$1.4M -$137K -4,176 -9%
WIA
13
World Investment Advisors
California
$1.27M – – –
MA
14
Mutual Advisors
Nebraska
$1.08M -$230K -7,000 -18%
SCA
15
Sage Capital Advisors
South Dakota
$1.04M +$184K +5,606 +22%
GEA
16
Glen Eagle Advisors
New Jersey
$884K – – –
CFGS
17
Concourse Financial Group Securities
Alabama
$861K -$178K -5,416 -18%
ACM
18
Advance Capital Management
Michigan
$796K -$174K -5,303 -18%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$706K +$82.3K +2,500 +14%
AWS
20
Atria Wealth Solutions
New York
$639K +$108K +3,289 +21%
IA
21
IFP Advisors
Florida
$617K – – –
SW
22
Schulz Wealth
Texas
$597K +$580K +17,629 New
CA
23
Cetera Advisors
Colorado
$505K +$137K +4,155 +39%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$503K -$44.7K -1,358 -8%
RFG
25
REAP Financial Group
Texas
$467K +$454K +13,791 New
1
2 3

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.