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FT Vest US Equity Buffer ETF March

56 hedge funds and large institutions have $39.1M invested in FT Vest US Equity Buffer ETF March in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

2% less funds holding

Funds holding: 5756 (-1)

3.34% less ownership

Funds ownership: 27.83%24.49% (-3.3%)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

16% less capital invested

Capital invested by funds: $46.3M → $39.1M (-$7.17M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
56
Holders Change
-1
Holders Change %
-1.75%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
16
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$3.97M +$70.6K +2,255 +2%
PCA
2
Pallas Capital Advisors
Massachusetts
$3.1M -$235K -7,505 -7%
Osaic Holdings
3
Osaic Holdings
Arizona
$2.33M -$689 -22 -0%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.95M -$272K -8,694 -12%
MSFS
5
Main Street Financial Solutions
Pennsylvania
$1.89M -$34.8K -1,110 -2%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.59M +$111K +3,550 +7%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.41M +$2.29K +73 +0.2%
SI
8
Stephens Inc
Arkansas
$1.28M -$838K -26,740 -38%
BRWA
9
B. Riley Wealth Advisors
Florida
$1.14M +$1.21M +38,738 New
IF
10
Integrity Financial
Wyoming
$1.05M
SPIA
11
Steward Partners Investment Advisory
New York
$1.02M +$711K +22,694 +187%
SDH
12
Sloy Dahl & Holst
Washington
$1.01M
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.01M +$462K +14,744 +76%
PPWM
14
Paragon Private Wealth Management
Kentucky
$966K
OMC
15
Old Mission Capital
Illinois
$966K +$1.03M +32,880 New
APA
16
American Portfolios Advisors
New York
$958K -$24K -765 -2%
Citadel Advisors
17
Citadel Advisors
Florida
$879K +$136K +4,350 +17%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$712K +$4.86K +155 +0.6%
SFWA
19
Summit Financial Wealth Advisors
Louisiana
$703K +$152K +4,840 +27%
IA
20
IFP Advisors
Florida
$661K -$71.1K -2,270 -9%
KWS
21
Keystone Wealth Services
California
$650K
CAN
22
Cetera Advisor Networks
California
$615K
SB
23
Strategic Blueprint
Georgia
$583K +$12.7K +404 +2%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$552K -$445K -14,200 -43%
BPA
25
Beacon Pointe Advisors
California
$525K -$110K -3,500 -16%

FMAR Hedge Fund Activity: Q3 2022 in Review

56 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF March (FMAR) for Q3 2022, worth a combined $39.1M — down 16% from $46.3M a quarter earlier.

Fund positioning in FMAR was balanced in Q3 2022: 3 funds opened new positions, 3 closed out, 16 added to existing stakes and 18 trimmed.

The largest buyer was B. Riley Wealth Advisors, opening a new position worth an estimated $1.21M. The largest seller was Legacy CG, exiting entirely with an estimated $4.88M sold.

  • 56 institutional investors held FT Vest US Equity Buffer ETF March (FMAR) as of Q3 2022, down from 57 in Q2 2022.
  • Funds reported $39.1M of FT Vest US Equity Buffer ETF March stock for Q3 2022, down 16% quarter-over-quarter.
  • 3 funds opened new FT Vest US Equity Buffer ETF March positions in Q3 2022 and 3 closed out, a net change of 0 holders.
  • The largest FT Vest US Equity Buffer ETF March buyer in Q3 2022 was B. Riley Wealth Advisors, an estimated $1.21M added.
  • The largest FT Vest US Equity Buffer ETF March seller in Q3 2022 was Legacy CG, an estimated $4.88M sold.

Based on aggregated 13F filings for Q3 2022.