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FT Vest US Equity Buffer ETF March

22 hedge funds and large institutions have $32.6M invested in FT Vest US Equity Buffer ETF March in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

4% less funds holding

Funds holding: 2322 (-1)

10.8% less ownership

Funds ownership: 50.24%39.44% (-11%)

15% less capital invested

Capital invested by funds: $38.2M → $32.6M (-$5.6M)

67% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 9

Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
3
Reduced
9
Closed
3
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 -$66.6K -2,079 -0.5%
KAS
2
Kestra Advisory Services
Texas
$4.02M -$2.98K -93 -0.1%
Osaic Holdings
3
Osaic Holdings
Arizona
$3.26M -$20.7K -646 -0.6%
MSFS
4
Main Street Financial Solutions
Pennsylvania
$2.13M
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.57M -$2.73M -85,250 -63%
APA
6
American Portfolios Advisors
New York
$1.16M +$3.43K +107 +0.3%
T
7
TRUADVICE
Florida
$1.05M -$3.26M -101,822 -76%
OMC
8
Old Mission Capital
Illinois
$999K +$772K +24,096 +328%
SDH
9
Sloy Dahl & Holst
Washington
$871K
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$720K -$34.2K -1,068 -5%
CP
11
Camelot Portfolios
Ohio
$391K -$43.5K -1,357 -10%
SB
12
Strategic Blueprint
Georgia
$326K +$211K +6,576 +178%
MOS
13
MGO One Seven
Ohio
$307K -$32K -1,000 -10%
SAM
14
Strategic Asset Management
Minnesota
$270K +$270K +8,415 New
HI
15
Harbour Investments
Wisconsin
$268K
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$252K +$254K +7,917 New
NWS
17
Newport Wealth Strategies
California
$250K
PFA
18
Plotkin Financial Advisors
Maryland
$224K -$7.69K -240 -3%
DFA
19
DHJJ Financial Advisors
Illinois
$204K
AF
20
Advisornet Financial
Minnesota
$177K
UBS Group
21
UBS Group
Switzerland
$10K +$10.6K +330 New
CFGS
22
Concourse Financial Group Securities
Alabama
$5K
Citadel Advisors
23
Citadel Advisors
Florida
-$836K -26,406 Closed
AIC
24
Ameritas Investment Company
Nebraska
-$237K -7,200 Closed
IA
25
IFP Advisors
Florida
-$17K -530 Closed

FMAR Hedge Fund Activity: Q3 2021 in Review

22 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF March (FMAR) for Q3 2021, worth a combined $32.6M — down 15% from $38.2M a quarter earlier.

Fund positioning in FMAR was balanced in Q3 2021: 3 funds opened new positions, 3 closed out, 3 added to existing stakes and 9 trimmed.

The largest buyer was Old Mission Capital, adding an estimated $772K. The largest seller was TRUADVICE, cutting an estimated $3.26M.

  • 22 institutional investors held FT Vest US Equity Buffer ETF March (FMAR) as of Q3 2021, down from 23 in Q2 2021.
  • Funds reported $32.6M of FT Vest US Equity Buffer ETF March stock for Q3 2021, down 15% quarter-over-quarter.
  • 3 funds opened new FT Vest US Equity Buffer ETF March positions in Q3 2021 and 3 closed out, a net change of 0 holders.
  • The largest FT Vest US Equity Buffer ETF March buyer in Q3 2021 was Old Mission Capital, an estimated $772K added.
  • The largest FT Vest US Equity Buffer ETF March seller in Q3 2021 was TRUADVICE, an estimated $3.26M sold.

Based on aggregated 13F filings for Q3 2021.