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FT Vest US Equity Deep Buffer ETF March
DMAR

71 hedge funds and large institutions have $123M invested in FT Vest US Equity Deep Buffer ETF March in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 11

149% more capital invested

Capital invested by funds: $49.3M → $123M (+$73.3M)

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

20.27% more ownership

Funds ownership: 24.32% → 44.59% (+20%)

16% more funds holding

Funds holding: 61 → 71 (+10)

Holders
71
Holders Change
+10
Holders Change %
+16.39%
% of All Funds
1.02%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
33
Reduced
11
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LAM
Lifestyle Asset Management
Texas
+$27.9M
2
SAMC
Spectrum Asset Management (California)
California
+$9.75M
3
SWM
Scissortail Wealth Management
Oklahoma
+$4.48M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.84M
5
CW
CreativeOne Wealth
Kansas
+$3.61M

Top Sellers

1
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$1.7M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.29M
3
SCA
Sage Capital Advisors
South Dakota
-$1.04M
4
CFGS
Concourse Financial Group Securities
Alabama
-$846K
5
SFS
Sowell Financial Services
Arkansas
-$444K
Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
1
Lifestyle Asset Management
Texas
$28.4M +$27.9M +814,682 New
SAMC
2
Spectrum Asset Management (California)
California
$9.94M +$9.75M +284,732 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.12M +$2.31M +67,434 +41%
KAS
4
Kestra Advisory Services
Texas
$7.49M +$3.6M +105,223 +96%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$6.11M +$3.84M +112,048 +178%
CW
6
CreativeOne Wealth
Kansas
$5.35M +$3.61M +105,360 +219%
SWM
7
Scissortail Wealth Management
Oklahoma
$4.56M +$4.48M +130,745 New
SAW
8
Signal Advisors Wealth
Michigan
$4.36M +$420K +12,265 +11%
FWM
9
Foguth Wealth Management
Michigan
$4.36M +$4.28M +125,052 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$3.92M +$3.34M +97,448 +656%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.36M -$1.29M -37,762 -28%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.12M +$95.1K +2,777 +3%
CAN
13
Cetera Advisor Networks
California
$3.02M +$1.42M +41,529 +92%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$1.95M +$1.92M +55,962 +1,119,240%
IP
15
Ignite Planners
California
$1.89M +$444K +12,966 +31%
HI
16
Harbour Investments
Wisconsin
$1.82M +$26K +758 +1%
1SB
17
1ST Source Bank
Indiana
$1.48M +$1.45M +42,360 New
WIA
18
World Investment Advisors
California
$1.43M +$120K +3,500 +9%
WIA
19
Wetzel Investment Advisors
Indiana
$1.4M -$9.24K -270 -0.7%
MA
20
Mutual Advisors
Nebraska
$1.26M +$137K +4,000 +12%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.23M +$869K +25,374 +255%
RFG
22
REAP Financial Group
Texas
$1.13M +$638K +18,633 +135%
FPWM
23
FSB Premier Wealth Management
Iowa
$1.02M +$996K +29,087 New
AWM
24
AE Wealth Management
Kansas
$935K +$492K +14,369 +116%
GEA
25
Glen Eagle Advisors
New Jersey
$911K – – –
1
2 3 4

DMAR Hedge Fund Activity: Q1 2024 in Review

71 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF March (DMAR) for Q1 2024, worth a combined $123M — up 149% from $49.3M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DMAR positions and 10 closed out — a net gain of 10 holders — while 33 added to existing stakes and 11 trimmed.

The largest buyer was Lifestyle Asset Management, opening a new position worth an estimated $27.9M. The largest seller was Gerber Kawasaki Wealth & Investment Management, exiting entirely with an estimated $1.7M sold.

  • 71 institutional investors held FT Vest US Equity Deep Buffer ETF March (DMAR) as of Q1 2024, up from 61 in Q4 2023.
  • Funds reported $123M of FT Vest US Equity Deep Buffer ETF March stock for Q1 2024, up 149% quarter-over-quarter.
  • 20 funds opened new FT Vest US Equity Deep Buffer ETF March positions in Q1 2024 and 10 closed out, a net change of +10 holders.
  • The largest FT Vest US Equity Deep Buffer ETF March buyer in Q1 2024 was Lifestyle Asset Management, an estimated $27.9M added.
  • The largest FT Vest US Equity Deep Buffer ETF March seller in Q1 2024 was Gerber Kawasaki Wealth & Investment Management, an estimated $1.7M sold.

Based on aggregated 13F filings for Q1 2024.