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FT Vest US Equity Buffer ETF March

66 hedge funds and large institutions have $81.9M invested in FT Vest US Equity Buffer ETF March in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $76.2M → $81.9M (+$5.73M)

3% less funds holding

Funds holding: 6866 (-2)

3.08% less ownership

Funds ownership: 23.83%20.74% (-3.1%)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

72% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 36

Holders
66
Holders Change
-2
Holders Change %
-2.94%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
36
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
51
OneDigital Investment Advisors
Kansas
$221K -$150K -4,135 -41%
DFA
52
DHJJ Financial Advisors
Illinois
$221K -$15.8K -435 -7%
OMC
53
Old Mission Capital
Illinois
$213K +$204K +5,635 New
CA
54
CoreCap Advisors
Michigan
$201K +$193K +5,329 New
SS
55
Sunbelt Securities
Texas
$168K +$27K +744 +20%
AF
56
Advisornet Financial
Minnesota
$102K
IA
57
IFP Advisors
Florida
$90.3K -$17.8K -491 -17%
AIP
58
Ameritas Investment Partners
Nebraska
$79.7K -$7.07K -195 -8%
NS
59
NBC Securities
Alabama
$62K
LA
60
LM Advisors
California
$60.4K +$58K +1,600 New
Bank of America
61
Bank of America
North Carolina
$44.3K
OAJ
62
Ogorek Anthony Joseph
New York
$39K
GWM
63
Geneos Wealth Management
Colorado
$33.6K
UBS Group
64
UBS Group
Switzerland
$28.3K -$3.52K -97 -11%
SWA
65
SOA Wealth Advisors
New York
$7.85K
LFG
66
Larson Financial Group
Missouri
$7.55K
WEG
67
World Equity Group
Illinois
-$373K -10,607 Closed
Citadel Advisors
68
Citadel Advisors
Florida
-$361K -10,260 Closed
LNC
69
Lincoln National Corp
Pennsylvania
-$342K -9,706 Closed
SWP
70
Semus Wealth Partners
Florida
-$339K -9,619 Closed
FA
71
Flagstar Advisors
New York
-$242K -6,882 Closed
AAS
72
Ameritas Advisory Services
Nebraska
-$224K -6,340 Closed

FMAR Hedge Fund Activity: Q4 2023 in Review

66 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF March (FMAR) for Q4 2023, worth a combined $81.9M — up 7.5% from $76.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of FMAR and 5 opened new positions — a net loss of 1 holder — while 36 trimmed existing stakes and 10 added.

The largest buyer was Kestra Advisory Services, adding an estimated $342K. The largest seller was Osaic Holdings, cutting an estimated $760K.

  • 66 institutional investors held FT Vest US Equity Buffer ETF March (FMAR) as of Q4 2023, down from 68 in Q3 2023.
  • Funds reported $81.9M of FT Vest US Equity Buffer ETF March stock for Q4 2023, up 7.5% quarter-over-quarter.
  • 5 funds opened new FT Vest US Equity Buffer ETF March positions in Q4 2023 and 6 closed out, a net change of -1 holder.
  • The largest FT Vest US Equity Buffer ETF March buyer in Q4 2023 was Kestra Advisory Services, an estimated $342K added.
  • The largest FT Vest US Equity Buffer ETF March seller in Q4 2023 was Osaic Holdings, an estimated $760K sold.

Based on aggregated 13F filings for Q4 2023.