FMAR icon

FT Vest US Equity Buffer ETF March

113 hedge funds and large institutions have $177M invested in FT Vest US Equity Buffer ETF March in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 49 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less ownership

Funds ownership:

6% less capital invested

Capital invested by funds: $188M → $177M (-$11.5M)

55% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 49

Holders
113
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$695K
RA
52
RFG Advisory
Alabama
$690K
CIA
53
Concurrent Investment Advisors
Florida
$686K
LPT
54
Legacy Private Trust
Wisconsin
$633K
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$613K
Mariner
56
Mariner
Kansas
$596K
BPA
57
Beacon Pointe Advisors
California
$584K
IMC Chicago
58
IMC Chicago
Illinois
$562K
BCM
59
Brookstone Capital Management
Illinois
$531K
CP
60
Castleview Partners
Texas
$504K
IA
61
Integrity Alliance
Iowa
$494K
KFAS
62
Keating Financial Advisory Services
Kansas
$491K
GWM
63
Goldenstone Wealth Management
California
$476K
FFA
64
Fragasso Financial Advisors
Pennsylvania
$464K
AAS
65
Ameritas Advisory Services
Nebraska
$463K
SOS
66
Silver Oak Securities
Tennessee
$441K
SWA
67
SOA Wealth Advisors
New York
$420K
CAM
68
Cresset Asset Management
Illinois
$412K
IAS
69
Insigneo Advisory Services
Florida
$392K
SA
70
Sanctuary Advisors
Indiana
$366K
DFA
71
DHJJ Financial Advisors
Illinois
$362K
PS
72
Principal Securities
Iowa
$354K
NG
73
Novem Group
New York
$342K
LSL
74
Legacy Solutions LLC
Pennsylvania
$338K
KWA
75
Kingswood Wealth Advisors
California
$337K