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FT Vest US Equity Buffer ETF March

25 hedge funds and large institutions have $31M invested in FT Vest US Equity Buffer ETF March in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

14% more funds holding

Funds holding: 2225 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $32.6M → $31M (-$1.66M)

7.77% less ownership

Funds ownership: 39.44%31.67% (-7.8%)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
6
Reduced
8
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
$14.8M +$26.2K +803 +0.2%
KAS
2
Kestra Advisory Services
Texas
$3.97M -$233K -7,135 -6%
MSFS
3
Main Street Financial Solutions
Pennsylvania
$2.22M
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.66M +$23.7K +725 +1%
APA
5
American Portfolios Advisors
New York
$1.19M -$22.3K -682 -2%
SDH
6
Sloy Dahl & Holst
Washington
$871K
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$814K +$61K +1,866 +8%
OMC
8
Old Mission Capital
Illinois
$617K -$420K -12,846 -41%
Citadel Advisors
9
Citadel Advisors
Florida
$590K +$581K +17,766 New
Osaic Holdings
10
Osaic Holdings
Arizona
$547K -$2.82M -86,179 -84%
IF
11
Integrity Financial
Wyoming
$528K +$520K +15,916 New
CP
12
Camelot Portfolios
Ohio
$412K +$3.04K +93 +0.8%
TCM
13
Triumph Capital Management
Colorado
$379K +$373K +11,420 New
SB
14
Strategic Blueprint
Georgia
$365K +$24.1K +737 +7%
HI
15
Harbour Investments
Wisconsin
$280K
SAM
16
Strategic Asset Management
Minnesota
$279K
MOS
17
MGO One Seven
Ohio
$275K -$35.9K -1,100 -12%
AAS
18
Ameritas Advisory Services
Nebraska
$248K +$244K +7,475 New
PFA
19
Plotkin Financial Advisors
Maryland
$227K -$6.7K -205 -3%
DFA
20
DHJJ Financial Advisors
Illinois
$210K -$3.27K -100 -2%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$202K -$59.9K -1,832 -23%
AF
22
Advisornet Financial
Minnesota
$185K
UBS Group
23
UBS Group
Switzerland
$72K +$60.4K +1,849 +560%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$7K +$6.5K +199 New
CFGS
25
Concourse Financial Group Securities
Alabama
$6K