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FT Vest US Equity Buffer ETF March

49 hedge funds and large institutions have $40.7M invested in FT Vest US Equity Buffer ETF March in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 5

96% more funds holding

Funds holding: 2549 (+24)

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

32% more capital invested

Capital invested by funds: $31M → $40.7M (+$9.76M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6.45% less ownership

Funds ownership: 31.67%25.22% (-6.4%)

Holders
49
Holders Change
+24
Holders Change %
+96%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
11
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LC
1
Legacy CG
Texas
$5.3M +$5.13M +156,310 New
KAS
2
Kestra Advisory Services
Texas
$4.2M +$145K +4,407 +4%
RJA
3
Raymond James & Associates
Florida
$3.08M +$2.98M +90,881 New
MSFS
4
Main Street Financial Solutions
Pennsylvania
$2.27M
PCA
5
Pallas Capital Advisors
Massachusetts
$2.07M +$2.04M +62,250 New
Osaic Holdings
6
Osaic Holdings
Arizona
$1.9M +$549K +16,735 +101%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.9M +$198K +6,050 +12%
BRWM
8
B. Riley Wealth Management
Tennessee
$1.3M +$1.26M +38,288 New
IF
9
Integrity Financial
Wyoming
$1.27M +$704K +21,448 +135%
SDH
10
Sloy Dahl & Holst
Washington
$1.16M +$226K +6,875 +25%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.16M +$1.12M +34,086 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1M +$167K +5,098 +21%
PPWM
13
Paragon Private Wealth Management
Kentucky
$1M +$1.03M +31,263 New
APA
14
American Portfolios Advisors
New York
$859K -$343K -10,460 -29%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$853K +$827K +25,200 New
RC
16
Rovin Capital
Arizona
$808K +$782K +23,848 New
IA
17
IFP Advisors
Florida
$729K +$799K +24,353 New
KWS
18
Keystone Wealth Services
California
$715K +$692K +21,100 New
SB
19
Strategic Blueprint
Georgia
$645K +$263K +8,029 +73%
CAN
20
Cetera Advisor Networks
California
$633K +$613K +18,698 New
BPA
21
Beacon Pointe Advisors
California
$594K +$575K +17,540 New
FPWM
22
FSB Premier Wealth Management
Iowa
$515K +$517K +15,751 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$497K +$481K +14,670 New
SFWA
24
Summit Financial Wealth Advisors
Louisiana
$419K -$14.2M -433,995 -97%
AAS
25
Ameritas Advisory Services
Nebraska
$395K +$137K +4,190 +56%