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FT Vest US Equity Buffer ETF March

68 hedge funds and large institutions have $90.9M invested in FT Vest US Equity Buffer ETF March in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 19

25% more capital invested

Capital invested by funds: $73M → $90.9M (+$17.9M)

0.63% less ownership

Funds ownership: 32.4%31.78% (-0.63%)

7% less funds holding

Funds holding: 7368 (-5)

33% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 15

Holders
68
Holders Change
-5
Holders Change %
-6.85%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
29
Reduced
19
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$716K +$121K +3,521 +21%
BTWM
27
Baker Tilly Wealth Management
Wisconsin
$665K +$432K +12,614 +208%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$656K -$218K -6,349 -26%
OC
29
Oppenheimer & Co
New York
$652K -$72.1K -2,104 -10%
BPA
30
Beacon Pointe Advisors
California
$627K +$20.6K +600 +4%
Citadel Advisors
31
Citadel Advisors
Florida
$543K +$4.9K +143 +0.9%
FPWM
32
FSB Premier Wealth Management
Iowa
$532K -$91.9K -2,681 -15%
RJA
33
Raymond James & Associates
Florida
$510K +$16.8K +490 +4%
Mariner
34
Mariner
Kansas
$504K +$485K +14,139 New
FFA
35
Fragasso Financial Advisors
Pennsylvania
$465K
KPWS
36
Kestra Private Wealth Services
Texas
$441K +$54.8K +1,600 +15%
CP
37
Camelot Portfolios
Ohio
$431K -$28.4K -828 -6%
SPIA
38
Steward Partners Investment Advisory
New York
$431K -$748K -21,807 -64%
GS
39
GTS Securities
New York
$413K +$398K +11,600 New
WS
40
Wedbush Securities
California
$406K +$44.4K +1,294 +13%
WEG
41
World Equity Group
Illinois
$378K +$364K +10,607 New
OIA
42
OneDigital Investment Advisors
Kansas
$367K +$14K +409 +4%
LPT
43
Legacy Private Trust
Wisconsin
$350K +$117K +3,421 +53%
LNC
44
Lincoln National Corp
Pennsylvania
$346K -$75.6K -2,204 -19%
Truist Financial
45
Truist Financial
North Carolina
$343K +$48.4K +1,412 +17%
SWP
46
Semus Wealth Partners
Florida
$343K
CFGS
47
Concourse Financial Group Securities
Alabama
$324K +$100K +2,922 +47%
MOS
48
MGO One Seven
Ohio
$323K -$11.3K -331 -4%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$297K
KCFA
50
Key Client Fiduciary Advisors
New Jersey
$283K +$273K +7,951 New