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FT Vest US Equity Buffer ETF March

23 hedge funds and large institutions have $38.2M invested in FT Vest US Equity Buffer ETF March in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

97% more capital invested

Capital invested by funds: $19.4M → $38.2M (+$18.8M)

44% more funds holding

Funds holding: 1623 (+7)

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

7.97% less ownership

Funds ownership: 58.22%50.24% (-8%)

Holders
23
Holders Change
+7
Holders Change %
+43.75%
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
5
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
1
Summit Financial Wealth Advisors
Louisiana
$14.2M +$13.9M +447,631 New
T
2
TRUADVICE
Florida
$4.27M -$24K -772 -0.6%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.26M +$2.54M +81,674 +154%
KAS
4
Kestra Advisory Services
Texas
$4.01M -$153K -4,912 -4%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.27M +$543K +17,484 +20%
MSFS
6
Main Street Financial Solutions
Pennsylvania
$2.12M
APA
7
American Portfolios Advisors
New York
$1.15M +$272K +8,766 +32%
SDH
8
Sloy Dahl & Holst
Washington
$867K
Citadel Advisors
9
Citadel Advisors
Florida
$836K -$1.56M -50,074 -65%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$751K +$514K +16,529 +230%
CP
11
Camelot Portfolios
Ohio
$433K +$425K +13,665 New
MOS
12
MGO One Seven
Ohio
$329K +$323K +10,400 New
HI
13
Harbour Investments
Wisconsin
$267K +$1.4K +45 +0.5%
NWS
14
Newport Wealth Strategies
California
$249K
AIC
15
Ameritas Investment Company
Nebraska
$237K +$224K +7,200 New
OMC
16
Old Mission Capital
Illinois
$233K -$131K -4,213 -36%
PFA
17
Plotkin Financial Advisors
Maryland
$231K +$226K +7,284 New
DFA
18
DHJJ Financial Advisors
Illinois
$203K +$200K +6,420 New
AF
19
Advisornet Financial
Minnesota
$177K +$174K +5,584 New
SB
20
Strategic Blueprint
Georgia
$117K +$115K +3,686 New
IA
21
IFP Advisors
Florida
$17K
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$6K
CFGS
23
Concourse Financial Group Securities
Alabama
$5K
UBS Group
24
UBS Group
Switzerland
-$27K -913 Closed