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FT Vest US Equity Buffer ETF March

68 hedge funds and large institutions have $76.2M invested in FT Vest US Equity Buffer ETF March in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 34 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 6868 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

7.95% less ownership

Funds ownership: 31.78%23.83% (-7.9%)

16% less capital invested

Capital invested by funds: $90.9M → $76.2M (-$14.8M)

79% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 34

Holders
68
Holders Change
Holders Change %
0%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
34
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
26
Oppenheimer & Co
New York
$632K -$12.5K -349 -2%
BPA
27
Beacon Pointe Advisors
California
$617K -$2.15K -60 -0.3%
KAS
28
Kestra Advisory Services
Texas
$544K -$514K -14,383 -48%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$511K -$140K -3,906 -21%
RJA
30
Raymond James & Associates
Florida
$499K -$5.37K -150 -1%
FPWM
31
FSB Premier Wealth Management
Iowa
$474K -$51.7K -1,446 -10%
KPWS
32
Kestra Private Wealth Services
Texas
$465K +$30K +840 +7%
FFA
33
Fragasso Financial Advisors
Pennsylvania
$459K
Mariner
34
Mariner
Kansas
$458K -$40.2K -1,123 -8%
CA
35
Cetera Advisors
Colorado
$450K -$5.95M -166,431 -93%
SPIA
36
Steward Partners Investment Advisory
New York
$412K -$13.4K -375 -3%
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$411K +$417K +11,671 New
WEG
38
World Equity Group
Illinois
$373K
Citadel Advisors
39
Citadel Advisors
Florida
$361K -$178K -4,969 -33%
WS
40
Wedbush Securities
California
$361K -$40.3K -1,126 -10%
Truist Financial
41
Truist Financial
North Carolina
$360K +$21.5K +600 +6%
CP
42
Camelot Portfolios
Ohio
$353K -$74.4K -2,079 -17%
OIA
43
OneDigital Investment Advisors
Kansas
$351K -$11K -308 -3%
LPT
44
Legacy Private Trust
Wisconsin
$346K
LNC
45
Lincoln National Corp
Pennsylvania
$342K
SWP
46
Semus Wealth Partners
Florida
$339K
CFGS
47
Concourse Financial Group Securities
Alabama
$314K -$5.26K -147 -2%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$293K
MOS
49
MGO One Seven
Ohio
$291K -$28.5K -797 -9%
KCFA
50
Key Client Fiduciary Advisors
New Jersey
$280K