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FT Vest US Equity Buffer ETF March

73 hedge funds and large institutions have $73M invested in FT Vest US Equity Buffer ETF March in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 31 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

121% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 14

93% more capital invested

Capital invested by funds: $37.7M → $73M (+$35.2M)

26% more funds holding

Funds holding: 5873 (+15)

13.06% more ownership

Funds ownership: 19.34%32.4% (+13%)

Holders
73
Holders Change
+15
Holders Change %
+25.86%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
31
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
51
JP Morgan Private Wealth Advisors
California
$249K +$241K +7,417 New
DFA
52
DHJJ Financial Advisors
Illinois
$245K -$29.3K -900 -11%
ZIMP
53
Zimmermann Investment Management & Planning
Pennsylvania
$239K +$231K +7,104 New
SCA
54
Sage Capital Advisors
South Dakota
$238K -$15.2K -467 -6%
ACMA
55
Arbor Capital Management (Alaska)
Alaska
$225K +$217K +6,683 New
FHC
56
First Heartland Consultants
Missouri
$217K +$210K +6,446 New
LPT
57
Legacy Private Trust
Wisconsin
$216K -$1.58M -48,688 -88%
PFA
58
Plotkin Financial Advisors
Maryland
$208K +$201K +6,184 New
CFGS
59
Concourse Financial Group Securities
Alabama
$207K +$184K +5,644 +1,094%
T
60
TRUADVICE
Florida
$205K +$196K +6,016 New
BTWM
61
Baker Tilly Wealth Management
Wisconsin
$203K +$197K +6,050 New
AF
62
Advisornet Financial
Minnesota
$141K -$13K -400 -9%
SS
63
Sunbelt Securities
Texas
$123K +$120K +3,696 New
AWM
64
Avior Wealth Management
Nebraska
$117K +$113K +3,475 New
IA
65
IFP Advisors
Florida
$88.6K -$605K -18,597 -86%
OAJ
66
Ogorek Anthony Joseph
New York
$35K +$34.2K +1,050 New
SWM
67
Spire Wealth Management
Virginia
$28.6K +$27.7K +850 New
AIC
68
Archer Investment Corporation
Indiana
$18.8K
AIP
69
Ameritas Investment Partners
Nebraska
$11.4K +$11.1K +340 New
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$8.19K +$5.73M +176,132 +261%
LFG
71
Larson Financial Group
Missouri
$7.16K -$1.63K -50 -19%
SWA
72
SOA Wealth Advisors
New York
$6.99K +$6.77K +208 New
JP Morgan Chase
73
JP Morgan Chase
New York
$2.52K +$2.44K +75 New
OMC
74
Old Mission Capital
Illinois
-$809K -25,784 Closed
WEG
75
World Equity Group
Illinois
-$363K -11,591 Closed