We are live on ! Find out more
FMAR icon

FT Vest US Equity Buffer ETF March

73 hedge funds and large institutions have $73M invested in FT Vest US Equity Buffer ETF March in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 31 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

121% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 14

93% more capital invested

Capital invested by funds: $37.7M → $73M (+$35.2M)

26% more funds holding

Funds holding: 5873 (+15)

13.06% more ownership

Funds ownership: 19.34%32.4% (+13%)

Holders
73
Holders Change
+15
Holders Change %
+25.86%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
31
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
1
Harbour Investments
Wisconsin
$8.51M +$7.91M +243,082 +2,434%
CA
2
Cetera Advisors
Colorado
$5.79M +$5.16M +158,486 +1,166%
Osaic Holdings
3
Osaic Holdings
Arizona
$5.3M +$1.59M +48,845 +45%
RA
4
RiverTree Advisors
Florida
$3.83M +$3.71M +113,971 New
NA
5
NewEdge Advisors
Louisiana
$3.48M +$3.37M +103,632 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$3.46M +$1.67M +51,413 +100%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.07M +$2.49M +76,572 +517%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$2.59M +$2.36M +72,478 +1,547%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.42M +$812K +24,960 +53%
MML Investors Services
10
MML Investors Services
Massachusetts
$2.35M +$1.96M +60,259 +624%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.26M +$624K +19,172 +40%
CAN
12
Cetera Advisor Networks
California
$2.11M +$1.36M +41,731 +197%
MSFS
13
Main Street Financial Solutions
Pennsylvania
$1.94M -$208K -6,400 -10%
CW
14
CreativeOne Wealth
Kansas
$1.62M +$322K +9,882 +26%
IF
15
Integrity Financial
Wyoming
$1.4M +$250K +7,671 +23%
SDH
16
Sloy Dahl & Holst
Washington
$1.15M
SPIA
17
Steward Partners Investment Advisory
New York
$1.14M -$10.3K -317 -0.9%
PPWM
18
Paragon Private Wealth Management
Kentucky
$1.05M
SFWA
19
Summit Financial Wealth Advisors
Louisiana
$915K +$141K +4,325 +19%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$833K -$606K -18,623 -43%
KWS
21
Keystone Wealth Services
California
$800K +$54.5K +1,676 +8%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$791K +$155K +4,752 +25%
BRWA
23
B. Riley Wealth Advisors
Florida
$790K -$479K -14,729 -39%
LPL Financial
24
LPL Financial
California
$707K +$91.9K +2,824 +16%
AWS
25
Atria Wealth Solutions
New York
$698K +$399K +12,271 +144%