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FT Vest US Equity Buffer ETF March
FMAR

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: 119 → 127 (+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: 3 → 2 (-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
–

Top Buyers

Rank Fund Capital Flow
1
GS
GTS Securities
New York
+$2.15M
2
AssetMark Inc
AssetMark Inc
California
+$1.69M
3
ASN
Advisory Services Network
Georgia
+$1.27M
4
PGWM
Pitti Group Wealth Management
New York
+$1.15M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$477K

Top Sellers

Rank Fund Capital Flow
1
MAC
Mason & Associates (California)
California
-$57.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.7M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$8.16M
4
CW
CreativeOne Wealth
Kansas
-$6.67M
5
IP
Ignite Planners
California
-$4.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
76
Kingswood Wealth Advisors
California
$399K +$396K +9,214 New
SWA
77
SOA Wealth Advisors
New York
$395K – – –
WEG
78
World Equity Group
Illinois
$385K +$383K +8,907 New
CAM
79
Cresset Asset Management
Illinois
$376K – – –
GFG
80
Grantvest Financial Group
New Jersey
$370K +$368K +8,560 New
NG
81
Novem Group
New York
$366K +$363K +8,448 New
DFA
82
DHJJ Financial Advisors
Illinois
$364K – – –
PS
83
Principal Securities
Iowa
$340K – – –
CIA
84
Concurrent Investment Advisors
Florida
$337K – – –
Citadel Advisors
85
Citadel Advisors
Florida
$321K +$36K +837 +13%
CP
86
Camelot Portfolios
Ohio
$320K -$35.4K -823 -10%
LSL
87
Legacy Solutions LLC
Pennsylvania
$317K +$315K +7,332 New
MOS
88
MGO One Seven
Ohio
$313K -$16.6K -386 -5%
KWM
89
Kingsview Wealth Management
Oregon
$312K – – –
HF
90
HRT Financial
New York
$304K +$302K +7,034 New
EFL
91
ERn Financial LLC
Wisconsin
$287K -$45.8K -1,067 -14%
ACMA
92
Arbor Capital Management (Alaska)
Alaska
$286K -$15.1K -351 -5%
PFA
93
Plotkin Financial Advisors
Maryland
$276K -$102K -2,364 -27%
PFS
94
Prospera Financial Services
Texas
$274K +$15.3K +356 +6%
WS
95
Wedbush Securities
California
$259K – – –
MA
96
Mutual Advisors
Nebraska
$249K -$51.5K -1,200 -17%
SWM
97
SeaCrest Wealth Management
New York
$248K – – –
SA
98
Sanctuary Advisors
Indiana
$234K -$173K -4,019 -43%
CF
99
Centaurus Financial
California
$229K – – –
HAS
100
HBW Advisory Services
California
$225K -$86.8K -2,021 -28%
2 3
4
5 6

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.