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FT Vest US Equity Buffer ETF March

66 hedge funds and large institutions have $81.9M invested in FT Vest US Equity Buffer ETF March in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $76.2M → $81.9M (+$5.73M)

3% less funds holding

Funds holding: 6866 (-2)

3.08% less ownership

Funds ownership: 23.83%20.74% (-3.1%)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

72% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 36

Holders
66
Holders Change
-2
Holders Change %
-2.94%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
36
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$772K -$4.17K -115 -0.6%
BTWM
27
Baker Tilly Wealth Management
Wisconsin
$686K -$18.1K -500 -3%
OC
28
Oppenheimer & Co
New York
$680K +$2.39K +66 +0.4%
BPA
29
Beacon Pointe Advisors
California
$654K -$7.25K -200 -1%
AWS
30
Atria Wealth Solutions
New York
$635K -$122K -3,352 -17%
RJA
31
Raymond James & Associates
Florida
$535K
KPWS
32
Kestra Private Wealth Services
Texas
$499K
FFA
33
Fragasso Financial Advisors
Pennsylvania
$493K
FPWM
34
FSB Premier Wealth Management
Iowa
$488K -$19.6K -541 -4%
CA
35
Cetera Advisors
Colorado
$488K +$4.75K +131 +1%
Mariner
36
Mariner
Kansas
$465K -$25K -689 -5%
SPIA
37
Steward Partners Investment Advisory
New York
$431K -$10.9K -300 -3%
Envestnet Portfolio Solutions
38
Envestnet Portfolio Solutions
Illinois
$427K -$12.8K -352 -3%
CP
39
Camelot Portfolios
Ohio
$406K +$26.3K +725 +7%
KCFA
40
Key Client Fiduciary Advisors
New Jersey
$391K +$87.2K +2,405 +30%
WS
41
Wedbush Securities
California
$387K
Truist Financial
42
Truist Financial
North Carolina
$386K
LPT
43
Legacy Private Trust
Wisconsin
$367K -$4.31K -119 -1%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$358K -$182K -5,027 -35%
CFGS
45
Concourse Financial Group Securities
Alabama
$336K -$1.01K -28 -0.3%
MOS
46
MGO One Seven
Ohio
$295K -$15.7K -432 -5%
LSA
47
Lion Street Advisors
Texas
$287K
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$256K -$56.3K -1,553 -19%
ACMA
49
Arbor Capital Management (Alaska)
Alaska
$239K -$3.41K -94 -1%
PFA
50
Plotkin Financial Advisors
Maryland
$233K

FMAR Hedge Fund Activity: Q4 2023 in Review

66 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF March (FMAR) for Q4 2023, worth a combined $81.9M — up 7.5% from $76.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of FMAR and 5 opened new positions — a net loss of 1 holder — while 36 trimmed existing stakes and 10 added.

The largest buyer was Kestra Advisory Services, adding an estimated $342K. The largest seller was Osaic Holdings, cutting an estimated $760K.

  • 66 institutional investors held FT Vest US Equity Buffer ETF March (FMAR) as of Q4 2023, down from 68 in Q3 2023.
  • Funds reported $81.9M of FT Vest US Equity Buffer ETF March stock for Q4 2023, up 7.5% quarter-over-quarter.
  • 5 funds opened new FT Vest US Equity Buffer ETF March positions in Q4 2023 and 6 closed out, a net change of -1 holder.
  • The largest FT Vest US Equity Buffer ETF March buyer in Q4 2023 was Kestra Advisory Services, an estimated $342K added.
  • The largest FT Vest US Equity Buffer ETF March seller in Q4 2023 was Osaic Holdings, an estimated $760K sold.

Based on aggregated 13F filings for Q4 2023.