FT Vest US Equity Buffer ETF March
FMAR
58 hedge funds and large institutions have $37.7M invested in FT Vest US Equity Buffer ETF March in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 24 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
4% more funds holding
Funds holding: 56 → 58 (+2)
3% less capital invested
Capital invested by funds: $39.1M → $37.7M (-$1.35M)
5.15% less ownership
Funds ownership: 24.49% → 19.34% (-5.1%)
58% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$1.71M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$1.19M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$907K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$594K |
| 5 |
LPL Financial
San Diego,
California
|
+$564K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$3.45M |
| 2 |
PCA
Pallas Capital Advisors
Braintree,
Massachusetts
|
-$3.1M |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$1.28M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$515K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$220K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
51
Advisornet Financial
Minnetonka,
Minnesota
| $144K | +$15.5K | +500 | +12% |
|
52
National Bank of Canada
Montreal,
Quebec, Canada
| $116K | – | – | – |
|
53
UBS Group
Zurich,
Switzerland
| $90.1K | -$174K | -5,610 | -66% |
|
|
CAL
54
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $31K | – | – | – |
|
|
AIC
55
Archer Investment Corporation
Carmel,
Indiana
| $17.6K | -$620 | -20 | -3% |
|
|
CFGS
56
Concourse Financial Group Securities
Birmingham,
Alabama
| $16.2K | – | – | – |
|
|
LFG
57
Larson Financial Group
St Louis,
Missouri
| $8.25K | – | – | – |
|
|
ADL
58
Asset Dedication LLC
San Francisco,
California
| $1K | +$1.43K | +46 | New |
|
|
PCA
59
Pallas Capital Advisors
Braintree,
Massachusetts
| – | -$3.1M | -102,405 | Closed |
|
|
SI
60
Stephens Inc
Little Rock,
Arkansas
| – | -$1.28M | -43,446 | Closed |
|
|
TWM
61
Tradition Wealth Management
Edina,
Minnesota
| – | -$18K | -621 | Closed |
|
FMAR Hedge Fund Activity: Q4 2022 in Review
58 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF March (FMAR) for Q4 2022, worth a combined $37.7M — down 3.4% from $39.1M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FMAR positions and 3 closed out — a net gain of 4 holders — while 10 added to existing stakes and 24 trimmed.
The largest buyer was Legacy Private Trust, opening a new position worth an estimated $1.71M. The largest seller was Kestra Advisory Services, cutting an estimated $3.45M.
- 58 institutional investors held FT Vest US Equity Buffer ETF March (FMAR) as of Q4 2022, up from 56 in Q3 2022.
- Funds reported $37.7M of FT Vest US Equity Buffer ETF March stock for Q4 2022, down 3.4% quarter-over-quarter.
- 7 funds opened new FT Vest US Equity Buffer ETF March positions in Q4 2022 and 3 closed out, a net change of +4 holders.
- The largest FT Vest US Equity Buffer ETF March buyer in Q4 2022 was Legacy Private Trust, an estimated $1.71M added.
- The largest FT Vest US Equity Buffer ETF March seller in Q4 2022 was Kestra Advisory Services, an estimated $3.45M sold.
Based on aggregated 13F filings for Q4 2022.