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FT Vest US Equity Buffer ETF March

91 hedge funds and large institutions have $198M invested in FT Vest US Equity Buffer ETF March in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 38 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

357% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 7

217% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 12

142% more capital invested

Capital invested by funds: $81.9M → $198M (+$117M)

38% more funds holding

Funds holding: 6691 (+25)

12.21% more ownership

Funds ownership: 20.74%32.95% (+12%)

Holders
91
Holders Change
+25
Holders Change %
+37.88%
% of All Funds
1.31%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
32
Increased
38
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
26
Stephens Inc
Arkansas
$2M +$1.95M +50,856 New
Truist Financial
27
Truist Financial
North Carolina
$1.83M +$1.4M +36,486 +357%
IF
28
Integrity Financial
Wyoming
$1.54M +$85.4K +2,226 +6%
MML Investors Services
29
MML Investors Services
Massachusetts
$1.52M -$1.58M -41,096 -51%
SW
30
Schulz Wealth
Texas
$1.5M
1SB
31
1ST Source Bank
Indiana
$1.37M +$1.34M +34,919 New
SDH
32
Sloy Dahl & Holst
Washington
$1.32M
AWS
33
Atria Wealth Solutions
New York
$1.22M +$549K +14,315 +85%
1W
34
1776 Wealth
Georgia
$1.13M
PPWM
35
Paragon Private Wealth Management
Kentucky
$1.11M
CFGS
36
Concourse Financial Group Securities
Alabama
$1.1M +$738K +19,242 +216%
KWS
37
Keystone Wealth Services
California
$1.09M +$250K +6,527 +31%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$1.05M +$764K +19,922 +294%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$989K +$183K +4,760 +23%
MCWS
40
McKinley Carter Wealth Services
West Virginia
$852K
AWM
41
AE Wealth Management
Kansas
$707K -$136K -3,540 -16%
OC
42
Oppenheimer & Co
New York
$704K -$3.11K -81 -0.4%
KPWS
43
Kestra Private Wealth Services
Texas
$682K +$159K +4,153 +31%
AAS
44
Avantax Advisory Services
Texas
$674K +$659K +17,189 New
BPA
45
Beacon Pointe Advisors
California
$619K -$59.6K -1,553 -9%
FFA
46
Fragasso Financial Advisors
Pennsylvania
$607K +$92.6K +2,415 +19%
Envestnet Portfolio Solutions
47
Envestnet Portfolio Solutions
Illinois
$562K +$115K +2,991 +26%
GS
48
GTS Securities
New York
$560K +$547K +14,266 New
AAS
49
Ameritas Advisory Services
Nebraska
$556K +$552K +14,379 New
LPT
50
Legacy Private Trust
Wisconsin
$475K +$92.1K +2,402 +25%