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FT Vest US Equity Buffer ETF March

68 hedge funds and large institutions have $90.9M invested in FT Vest US Equity Buffer ETF March in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 19

25% more capital invested

Capital invested by funds: $73M → $90.9M (+$17.9M)

0.63% less ownership

Funds ownership: 32.4%31.78% (-0.63%)

7% less funds holding

Funds holding: 7368 (-5)

33% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 15

Holders
68
Holders Change
-5
Holders Change %
-6.85%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
29
Reduced
19
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$8.89M +$199K +5,809 +2%
HI
2
Harbour Investments
Wisconsin
$8.67M -$334K -9,753 -4%
CA
3
Cetera Advisors
Colorado
$6.39M +$245K +7,148 +4%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$6.24M +$2.48M +72,364 +70%
Osaic Holdings
5
Osaic Holdings
Arizona
$5.76M +$135K +3,924 +2%
RA
6
RiverTree Advisors
Florida
$3.95M -$107K -3,114 -3%
BBPWM
7
Blue Bell Private Wealth Management
Pennsylvania
$3.93M +$3.51M +102,402 +1,318%
NA
8
NewEdge Advisors
Louisiana
$3.69M +$1.54K +45 +0%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$3.64M +$855K +24,930 +32%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.45M +$191K +5,575 +6%
MML Investors Services
11
MML Investors Services
Massachusetts
$3.09M +$573K +16,724 +24%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.8M +$232K +6,757 +9%
CAN
13
Cetera Advisor Networks
California
$2.58M +$323K +9,431 +15%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.41M +$15.1K +440 +0.7%
MSFS
15
Main Street Financial Solutions
Pennsylvania
$2.03M -$23.7K -690 -1%
IF
16
Integrity Financial
Wyoming
$1.51M +$21.2K +617 +1%
SDH
17
Sloy Dahl & Holst
Washington
$1.22M
PPWM
18
Paragon Private Wealth Management
Kentucky
$1.11M
KAS
19
Kestra Advisory Services
Texas
$1.06M +$403K +11,755 +65%
1W
20
1776 Wealth
Georgia
$1.03M +$989K +28,847 New
LPL Financial
21
LPL Financial
California
$912K +$157K +4,571 +22%
KWS
22
Keystone Wealth Services
California
$875K +$25.5K +744 +3%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$732K -$103K -3,000 -13%
MCWS
24
McKinley Carter Wealth Services
West Virginia
$723K +$127K +3,708 +22%
AWS
25
Atria Wealth Solutions
New York
$717K -$22.1K -644 -3%