FT Vest US Equity Buffer ETF March
FMAR
56 hedge funds and large institutions have $39.1M invested in FT Vest US Equity Buffer ETF March in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 3 closing their positions.
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
2% less funds holding
Funds holding: 57 → 56 (-1)
3.34% less ownership
Funds ownership: 27.83% → 24.49% (-3.3%)
11% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 18
16% less capital invested
Capital invested by funds: $46.3M → $39.1M (-$7.17M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$1.21M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.03M |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
+$711K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$462K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$258K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LC
Legacy CG
Plano,
Texas
|
-$4.88M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.17M |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$838K |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
-$468K |
| 5 |
Rockefeller Capital Management
New York
|
-$445K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TWM
51
Tradition Wealth Management
Edina,
Minnesota
| $18K | – | – | – |
|
|
AIC
52
Archer Investment Corporation
Carmel,
Indiana
| $17K | – | – | – |
|
|
CFGS
53
Concourse Financial Group Securities
Birmingham,
Alabama
| $15K | – | – | – |
|
|
LFG
54
Larson Financial Group
St Louis,
Missouri
| $8K | +$8.24K | +263 | New |
|
55
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $7K | +$94 | +3 | +1% |
|
|
MOS
56
MGO One Seven
Beachwood,
Ohio
| $211 | -$12.5K | -400 | -5% |
|
|
LC
57
Legacy CG
Plano,
Texas
| – | -$4.88M | -162,054 | Closed |
|
|
TCM
58
Triumph Capital Management
Denver,
Colorado
| – | -$336K | -11,139 | Closed |
|
|
PFA
59
Plotkin Financial Advisors
Chevy Chase,
Maryland
| – | -$206K | -6,839 | Closed |
|
FMAR Hedge Fund Activity: Q3 2022 in Review
56 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF March (FMAR) for Q3 2022, worth a combined $39.1M — down 16% from $46.3M a quarter earlier.
Fund positioning in FMAR was balanced in Q3 2022: 3 funds opened new positions, 3 closed out, 16 added to existing stakes and 18 trimmed.
The largest buyer was B. Riley Wealth Advisors, opening a new position worth an estimated $1.21M. The largest seller was Legacy CG, exiting entirely with an estimated $4.88M sold.
- 56 institutional investors held FT Vest US Equity Buffer ETF March (FMAR) as of Q3 2022, down from 57 in Q2 2022.
- Funds reported $39.1M of FT Vest US Equity Buffer ETF March stock for Q3 2022, down 16% quarter-over-quarter.
- 3 funds opened new FT Vest US Equity Buffer ETF March positions in Q3 2022 and 3 closed out, a net change of 0 holders.
- The largest FT Vest US Equity Buffer ETF March buyer in Q3 2022 was B. Riley Wealth Advisors, an estimated $1.21M added.
- The largest FT Vest US Equity Buffer ETF March seller in Q3 2022 was Legacy CG, an estimated $4.88M sold.
Based on aggregated 13F filings for Q3 2022.