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FT Vest US Equity Buffer ETF March

56 hedge funds and large institutions have $39.1M invested in FT Vest US Equity Buffer ETF March in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

2% less funds holding

Funds holding: 5756 (-1)

3.34% less ownership

Funds ownership: 27.83%24.49% (-3.3%)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

16% less capital invested

Capital invested by funds: $46.3M → $39.1M (-$7.17M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
56
Holders Change
-1
Holders Change %
-1.75%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
16
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPWM
26
FSB Premier Wealth Management
Iowa
$489K
MCWS
27
McKinley Carter Wealth Services
West Virginia
$473K
AWM
28
AE Wealth Management
Kansas
$472K +$132K +4,207 +35%
RJA
29
Raymond James & Associates
Florida
$428K -$2.17M -69,405 -83%
CA
30
Cetera Advisors
Colorado
$428K -$80.3K -2,563 -15%
LNC
31
Lincoln National Corp
Pennsylvania
$365K
WEG
32
World Equity Group
Illinois
$349K +$79.3K +2,531 +27%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$339K +$21.4K +683 +6%
FFA
34
Fragasso Financial Advisors
Pennsylvania
$325K
CP
35
Camelot Portfolios
Ohio
$319K -$26.1K -833 -7%
BBPWM
36
Blue Bell Private Wealth Management
Pennsylvania
$305K +$34.9K +1,113 +12%
HI
37
Harbour Investments
Wisconsin
$301K
PGWM
38
Pitti Group Wealth Management
New York
$294K
OIA
39
OneDigital Investment Advisors
Kansas
$290K
Wolverine Trading
40
Wolverine Trading
Illinois
$289K -$468K -14,940 -61%
MML Investors Services
41
MML Investors Services
Massachusetts
$283K -$26.3K -841 -8%
AAS
42
Ameritas Advisory Services
Nebraska
$279K -$77.6K -2,478 -21%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$275K -$40.5K -1,293 -12%
AWS
44
Atria Wealth Solutions
New York
$250K
DFA
45
DHJJ Financial Advisors
Illinois
$249K
UBS Group
46
UBS Group
Switzerland
$249K +$258K +8,236 +3,348%
SAM
47
Strategic Asset Management
Minnesota
$207K +$28.5K +910 +10%
AF
48
Advisornet Financial
Minnesota
$120K -$43.4K -1,384 -25%
National Bank of Canada
49
National Bank of Canada
Quebec, Canada
$108K
CAL
50
Capital Analysts LLC
Pennsylvania
$29K

FMAR Hedge Fund Activity: Q3 2022 in Review

56 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF March (FMAR) for Q3 2022, worth a combined $39.1M — down 16% from $46.3M a quarter earlier.

Fund positioning in FMAR was balanced in Q3 2022: 3 funds opened new positions, 3 closed out, 16 added to existing stakes and 18 trimmed.

The largest buyer was B. Riley Wealth Advisors, opening a new position worth an estimated $1.21M. The largest seller was Legacy CG, exiting entirely with an estimated $4.88M sold.

  • 56 institutional investors held FT Vest US Equity Buffer ETF March (FMAR) as of Q3 2022, down from 57 in Q2 2022.
  • Funds reported $39.1M of FT Vest US Equity Buffer ETF March stock for Q3 2022, down 16% quarter-over-quarter.
  • 3 funds opened new FT Vest US Equity Buffer ETF March positions in Q3 2022 and 3 closed out, a net change of 0 holders.
  • The largest FT Vest US Equity Buffer ETF March buyer in Q3 2022 was B. Riley Wealth Advisors, an estimated $1.21M added.
  • The largest FT Vest US Equity Buffer ETF March seller in Q3 2022 was Legacy CG, an estimated $4.88M sold.

Based on aggregated 13F filings for Q3 2022.