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FT Vest US Equity Buffer ETF March

127 hedge funds and large institutions have $190M invested in FT Vest US Equity Buffer ETF March in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 17 increasing their positions, 60 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

7% more funds holding

Funds holding: 119127 (+8)

8.97% less ownership

Funds ownership: 32.23%23.27% (-9%)

33% less capital invested

Capital invested by funds: $284M → $190M (-$93.4M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

72% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 60

Holders
127
Holders Change
+8
Holders Change %
+6.72%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
22
Increased
17
Reduced
60
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
51
Oppenheimer & Co
New York
$820K +$38.4K +894 +5%
Mariner
52
Mariner
Kansas
$763K -$100K -2,331 -12%
FPWM
53
FSB Premier Wealth Management
Iowa
$739K -$1.63M -38,050 -69%
CCFM
54
Clear Creek Financial Management
Washington
$709K -$46.5K -1,082 -6%
OIA
55
OneDigital Investment Advisors
Kansas
$673K
KPWS
56
Kestra Private Wealth Services
Texas
$665K -$175K -4,075 -21%
TA
57
TFB Advisors
Kansas
$644K +$176K +4,105 +38%
BPA
58
Beacon Pointe Advisors
California
$632K
LA
59
LM Advisors
California
$619K +$42.9K +998 +7%
BCM
60
Brookstone Capital Management
Illinois
$607K +$189K +4,392 +46%
LPT
61
Legacy Private Trust
Wisconsin
$588K -$17.2K -400 -3%
BFG
62
Beacon Financial Group
Texas
$569K -$2.06K -48 -0.4%
FFS
63
Founders Financial Securities
Maryland
$548K +$212K +4,946 +64%
CA
64
CoreCap Advisors
Michigan
$530K +$62K +1,443 +13%
AFW
65
Avantra Family Wealth
Pennsylvania
$525K +$522K +12,141 New
IP
66
Ignite Planners
California
$512K -$4.16M -96,800 -89%
FFA
67
Fragasso Financial Advisors
Pennsylvania
$503K -$171K -3,982 -26%
SB
68
Strategic Blueprint
Georgia
$493K +$15K +350 +3%
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$481K +$477K +11,112 New
SFS
70
Sowell Financial Services
Arkansas
$471K +$468K +10,896 New
CP
71
Castleview Partners
Texas
$458K -$43 -1 -0%
AAS
72
Avantax Advisory Services
Texas
$437K -$542K -12,616 -56%
LSA
73
Lion Street Advisors
Texas
$427K -$25.5K -593 -6%
BRWA
74
B. Riley Wealth Advisors
Florida
$426K -$21.5K -500 -5%
PAS
75
Park Avenue Securities
New York
$411K -$88.1K -2,050 -18%

FMAR Hedge Fund Activity: Q4 2024 in Review

127 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF March (FMAR) for Q4 2024, worth a combined $190M — down 33% from $284M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FMAR positions and 12 closed out — a net gain of 10 holders — while 17 added to existing stakes and 60 trimmed.

The largest buyer was GTS Securities, opening a new position worth an estimated $2.15M. The largest seller was Mason & Associates (California), exiting entirely with an estimated $57.7M sold.

  • 127 institutional investors held FT Vest US Equity Buffer ETF March (FMAR) as of Q4 2024, up from 119 in Q3 2024.
  • Funds reported $190M of FT Vest US Equity Buffer ETF March stock for Q4 2024, down 33% quarter-over-quarter.
  • 22 funds opened new FT Vest US Equity Buffer ETF March positions in Q4 2024 and 12 closed out, a net change of +10 holders.
  • The largest FT Vest US Equity Buffer ETF March buyer in Q4 2024 was GTS Securities, an estimated $2.15M added.
  • The largest FT Vest US Equity Buffer ETF March seller in Q4 2024 was Mason & Associates (California), an estimated $57.7M sold.

Based on aggregated 13F filings for Q4 2024.