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FT Vest US Equity Buffer ETF March

119 hedge funds and large institutions have $283M invested in FT Vest US Equity Buffer ETF March in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 48 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 4

200% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 16

43% more capital invested

Capital invested by funds: $198M → $283M (+$84.7M)

31% more funds holding

Funds holding: 91119 (+28)

2.7% more ownership

Funds ownership: 32.95%35.65% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
119
Holders Change
+28
Holders Change %
+30.77%
% of All Funds
1.72%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
34
Increased
48
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
26
Main Street Financial Solutions
Pennsylvania
$2.22M -$74K -1,878 -3%
IF
27
Integrity Financial
Wyoming
$2.2M +$595K +15,096 +39%
Truist Financial
28
Truist Financial
North Carolina
$1.98M +$79.5K +2,019 +4%
MML Investors Services
29
MML Investors Services
Massachusetts
$1.93M +$347K +8,796 +23%
AAS
30
Avantax Advisory Services
Texas
$1.92M +$1.19M +30,218 +176%
OWA
31
Outlook Wealth Advisors
Texas
$1.92M +$365K +9,267 +3%
AWS
32
Atria Wealth Solutions
New York
$1.81M +$529K +13,418 +43%
PFS
33
Prospera Financial Services
Texas
$1.71M +$1.66M +42,200 New
SW
34
Schulz Wealth
Texas
$1.55M
1SB
35
1ST Source Bank
Indiana
$1.41M -$5.67K -144 -0.4%
SDH
36
Sloy Dahl & Holst
Washington
$1.37M
CFGS
37
Concourse Financial Group Securities
Alabama
$1.33M +$181K +4,599 +16%
1W
38
1776 Wealth
Georgia
$1.29M +$117K +2,980 +10%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$1.19M +$158K +4,012 +16%
Jane Street
40
Jane Street
New York
$1.17M +$1.14M +28,949 New
PPWM
41
Paragon Private Wealth Management
Kentucky
$1.15M
AssetMark Inc
42
AssetMark Inc
California
$1.03M +$1M +25,482 New
MCWS
43
McKinley Carter Wealth Services
West Virginia
$919K +$36.4K +925 +4%
Envestnet Portfolio Solutions
44
Envestnet Portfolio Solutions
Illinois
$905K +$315K +7,985 +56%
FI
45
FWG Investments
Kentucky
$890K +$586K +14,863 +210%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$839K +$815K +20,680 New
MC
47
McCarthy & Cox
Ohio
$838K +$813K +20,642 New
AWM
48
AE Wealth Management
Kansas
$831K +$97.5K +2,475 +14%
Mariner
49
Mariner
Kansas
$800K +$393K +9,985 +103%
BIM
50
Bullseye Investment Management
Ohio
$798K +$774K +19,650 New