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FT Vest US Equity Buffer ETF March

119 hedge funds and large institutions have $284M invested in FT Vest US Equity Buffer ETF March in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 36 increasing their positions, 49 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $283M → $284M (+$592K)

0% more funds holding

Funds holding: 119119 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

3.42% less ownership

Funds ownership: 35.65%32.23% (-3.4%)

27% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 49

Holders
119
Holders Change
Holders Change %
0%
% of All Funds
1.71%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
36
Reduced
49
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.57M -$683K -16,625 -21%
FPWM
27
FSB Premier Wealth Management
Iowa
$2.33M -$19.5K -474 -0.9%
IF
28
Integrity Financial
Wyoming
$2.29M +$2.22K +54 +0.1%
Truist Financial
29
Truist Financial
North Carolina
$2.27M +$206K +5,007 +10%
MSFS
30
Main Street Financial Solutions
Pennsylvania
$1.99M -$311K -7,576 -14%
AWS
31
Atria Wealth Solutions
New York
$1.91M +$24.5K +597 +1%
MML Investors Services
32
MML Investors Services
Massachusetts
$1.87M -$136K -3,304 -7%
SW
33
Schulz Wealth
Texas
$1.61M
1SB
34
1ST Source Bank
Indiana
$1.44M -$32K -779 -2%
SDH
35
Sloy Dahl & Holst
Washington
$1.39M -$27.7K -675 -2%
CFGS
36
Concourse Financial Group Securities
Alabama
$1.36M -$19.4K -471 -1%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$1.33M +$1.3M +31,550 New
PPWM
38
Paragon Private Wealth Management
Kentucky
$1.29M +$90.3K +2,197 +8%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$1.23M -$8.22K -200 -0.7%
1W
40
1776 Wealth
Georgia
$1.18M -$163K -3,974 -12%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$1.11M +$234K +5,701 +28%
MCWS
42
McKinley Carter Wealth Services
West Virginia
$1.06M +$100K +2,445 +11%
Envestnet Portfolio Solutions
43
Envestnet Portfolio Solutions
Illinois
$960K +$17.8K +433 +2%
AAS
44
Avantax Advisory Services
Texas
$960K -$1.01M -24,691 -52%
AI
45
Atria Investments
North Carolina
$905K +$187K +4,548 +27%
FI
46
FWG Investments
Kentucky
$898K -$28.7K -698 -3%
MC
47
McCarthy & Cox
Ohio
$872K
AWM
48
AE Wealth Management
Kansas
$853K -$12.3K -300 -1%
AAS
49
Ameritas Advisory Services
Nebraska
$846K +$155K +3,783 +23%
Mariner
50
Mariner
Kansas
$844K +$10.4K +254 +1%

FMAR Hedge Fund Activity: Q3 2024 in Review

119 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF March (FMAR) for Q3 2024, worth a combined $284M — up 0.21% from $283M a quarter earlier.

Fund positioning in FMAR was balanced in Q3 2024: 6 funds opened new positions, 6 closed out, 36 added to existing stakes and 49 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $1.94M. The largest seller was Mason & Associates (California), cutting an estimated $14.3M.

  • 119 institutional investors held FT Vest US Equity Buffer ETF March (FMAR) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $284M of FT Vest US Equity Buffer ETF March stock for Q3 2024, up 0.21% quarter-over-quarter.
  • 6 funds opened new FT Vest US Equity Buffer ETF March positions in Q3 2024 and 6 closed out, a net change of 0 holders.
  • The largest FT Vest US Equity Buffer ETF March buyer in Q3 2024 was AssetMark Inc, an estimated $1.94M added.
  • The largest FT Vest US Equity Buffer ETF March seller in Q3 2024 was Mason & Associates (California), an estimated $14.3M sold.

Based on aggregated 13F filings for Q3 2024.