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FT Vest US Equity Buffer ETF March

58 hedge funds and large institutions have $37.7M invested in FT Vest US Equity Buffer ETF March in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

4% more funds holding

Funds holding: 5658 (+2)

3% less capital invested

Capital invested by funds: $39.1M → $37.7M (-$1.35M)

5.15% less ownership

Funds ownership: 24.49%19.34% (-5.1%)

58% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 24

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
24
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
$484K -$38K -1,225 -7%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$464K +$101K +3,249 +28%
SB
28
Strategic Blueprint
Georgia
$464K -$157K -5,072 -26%
AWM
29
AE Wealth Management
Kansas
$458K -$45.9K -1,479 -9%
RJA
30
Raymond James & Associates
Florida
$429K -$28.1K -906 -6%
CA
31
Cetera Advisors
Colorado
$426K -$30.6K -987 -7%
AAS
32
Avantax Advisory Services
Texas
$421K +$416K +13,421 New
Citadel Advisors
33
Citadel Advisors
Florida
$418K -$515K -16,598 -55%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$382K +$87.2K +2,812 +30%
WEG
35
World Equity Group
Illinois
$363K -$9.49K -306 -3%
FFA
36
Fragasso Financial Advisors
Pennsylvania
$347K
CP
37
Camelot Portfolios
Ohio
$338K -$3.16K -102 -0.9%
LNC
38
Lincoln National Corp
Pennsylvania
$318K -$70.3K -2,267 -18%
PGWM
39
Pitti Group Wealth Management
New York
$314K
HI
40
Harbour Investments
Wisconsin
$313K
OIA
41
OneDigital Investment Advisors
Kansas
$310K
MML Investors Services
42
MML Investors Services
Massachusetts
$303K
BBPWM
43
Blue Bell Private Wealth Management
Pennsylvania
$291K -$35K -1,129 -11%
Wolverine Trading
44
Wolverine Trading
Illinois
$288K -$18K -581 -6%
AWS
45
Atria Wealth Solutions
New York
$267K
DFA
46
DHJJ Financial Advisors
Illinois
$256K -$9.15K -295 -3%
SCA
47
Sage Capital Advisors
South Dakota
$236K +$234K +7,540 New
MOS
48
MGO One Seven
Ohio
$222K -$3.16K -102 -1%
AAS
49
Ameritas Advisory Services
Nebraska
$207K -$89.5K -2,885 -30%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$147K +$138K +4,442 +1,820%

FMAR Hedge Fund Activity: Q4 2022 in Review

58 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF March (FMAR) for Q4 2022, worth a combined $37.7M — down 3.4% from $39.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FMAR positions and 3 closed out — a net gain of 4 holders — while 10 added to existing stakes and 24 trimmed.

The largest buyer was Legacy Private Trust, opening a new position worth an estimated $1.71M. The largest seller was Kestra Advisory Services, cutting an estimated $3.45M.

  • 58 institutional investors held FT Vest US Equity Buffer ETF March (FMAR) as of Q4 2022, up from 56 in Q3 2022.
  • Funds reported $37.7M of FT Vest US Equity Buffer ETF March stock for Q4 2022, down 3.4% quarter-over-quarter.
  • 7 funds opened new FT Vest US Equity Buffer ETF March positions in Q4 2022 and 3 closed out, a net change of +4 holders.
  • The largest FT Vest US Equity Buffer ETF March buyer in Q4 2022 was Legacy Private Trust, an estimated $1.71M added.
  • The largest FT Vest US Equity Buffer ETF March seller in Q4 2022 was Kestra Advisory Services, an estimated $3.45M sold.

Based on aggregated 13F filings for Q4 2022.