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FT Vest US Equity Buffer ETF March

58 hedge funds and large institutions have $37.7M invested in FT Vest US Equity Buffer ETF March in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

4% more funds holding

Funds holding: 5658 (+2)

3% less capital invested

Capital invested by funds: $39.1M → $37.7M (-$1.35M)

5.15% less ownership

Funds ownership: 24.49%19.34% (-5.1%)

58% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 24

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
24
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$3.41M +$907K +29,239 +37%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.12M +$37.5K +1,210 +2%
MSFS
3
Main Street Financial Solutions
Pennsylvania
$2.01M
LPT
4
Legacy Private Trust
Wisconsin
$1.73M +$1.71M +55,100 New
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.61M -$84.5K -2,725 -5%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.5M -$4.81K -155 -0.3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.47M +$392K +12,649 +37%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.36M +$594K +19,160 +79%
CW
9
CreativeOne Wealth
Kansas
$1.2M +$1.19M +38,379 New
BRWA
10
B. Riley Wealth Advisors
Florida
$1.2M -$15.5K -500 -1%
SDH
11
Sloy Dahl & Holst
Washington
$1.07M
SPIA
12
Steward Partners Investment Advisory
New York
$1.07M -$18.9K -610 -2%
IF
13
Integrity Financial
Wyoming
$1.07M -$55.5K -1,790 -5%
PPWM
14
Paragon Private Wealth Management
Kentucky
$980K
OMC
15
Old Mission Capital
Illinois
$809K -$220K -7,096 -22%
KAS
16
Kestra Advisory Services
Texas
$750K -$3.45M -111,372 -82%
SFWA
17
Summit Financial Wealth Advisors
Louisiana
$718K
KWS
18
Keystone Wealth Services
California
$694K
CAN
19
Cetera Advisor Networks
California
$663K +$6.42K +207 +1%
IA
20
IFP Advisors
Florida
$644K -$15.9K -514 -2%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$589K
LPL Financial
22
LPL Financial
California
$571K +$564K +18,198 New
BPA
23
Beacon Pointe Advisors
California
$564K +$6.2K +200 +1%
NW
24
NewEdge Wealth
Pennsylvania
$536K +$530K +17,090 New
MCWS
25
McKinley Carter Wealth Services
West Virginia
$505K

FMAR Hedge Fund Activity: Q4 2022 in Review

58 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF March (FMAR) for Q4 2022, worth a combined $37.7M — down 3.4% from $39.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FMAR positions and 3 closed out — a net gain of 4 holders — while 10 added to existing stakes and 24 trimmed.

The largest buyer was Legacy Private Trust, opening a new position worth an estimated $1.71M. The largest seller was Kestra Advisory Services, cutting an estimated $3.45M.

  • 58 institutional investors held FT Vest US Equity Buffer ETF March (FMAR) as of Q4 2022, up from 56 in Q3 2022.
  • Funds reported $37.7M of FT Vest US Equity Buffer ETF March stock for Q4 2022, down 3.4% quarter-over-quarter.
  • 7 funds opened new FT Vest US Equity Buffer ETF March positions in Q4 2022 and 3 closed out, a net change of +4 holders.
  • The largest FT Vest US Equity Buffer ETF March buyer in Q4 2022 was Legacy Private Trust, an estimated $1.71M added.
  • The largest FT Vest US Equity Buffer ETF March seller in Q4 2022 was Kestra Advisory Services, an estimated $3.45M sold.

Based on aggregated 13F filings for Q4 2022.