FMAR icon

FT Vest US Equity Buffer ETF March
FMAR

Overview Fund Activity

68 hedge funds and large institutions have $76.2M invested in FT Vest US Equity Buffer ETF March in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 34 reducing their positions, and 3 closing their positions.

Holders
68
Holders Change
–
Holders Change %
0%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
7
Reduced
34
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$6.28M
2
LPL Financial
2
LPL Financial
California
$1.45M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$411K
4
LSA
4
Lion Street Advisors
Texas
$267K
5
NA
5
NewEdge Advisors
Louisiana
$3.86M

Top Sellers

1
CA
1
Cetera Advisors
Colorado
$450K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$791K
3
CAN
3
Cetera Advisor Networks
California
$770K
4
HI
4
Harbour Investments
Wisconsin
$7.17M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.92M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$8.67M 246,240 -3,157 -1%
HI
2
Harbour Investments
Wisconsin
$7.17M 203,690 -39,626 -16%
Osaic Holdings
3
Osaic Holdings
Arizona
$6.28M 178,425 +16,897 +10%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$4.92M 139,718 -35,538 -20%
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$3.87M 109,861 -308 -0.3%
NA
6
NewEdge Advisors
Louisiana
$3.86M 109,665 +5,988 +6%
RA
7
RiverTree Advisors
Florida
$3.64M 103,552 -7,305 -7%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$3.26M 92,466 -9,628 -9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.92M 82,870 +4,258 +5%
MML Investors Services
10
MML Investors Services
Massachusetts
$2.71M 77,080 -9,554 -11%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.36M 67,162 -375 -0.6%
MSFS
12
Main Street Financial Solutions
Pennsylvania
$1.91M 54,362 -2,718 -5%
LPL Financial
13
LPL Financial
California
$1.45M 41,128 +15,535 +61%
IF
14
Integrity Financial
Wyoming
$1.38M 39,084 -3,271 -8%
SDH
15
Sloy Dahl & Holst
Washington
$1.21M 34,275 – –
PPWM
16
Paragon Private Wealth Management
Kentucky
$1.1M 31,263 – –
1W
17
1776 Wealth
Georgia
$1.02M 28,847 – –
KWS
18
Keystone Wealth Services
California
$864K 24,554 – –
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$791K 22,480 -74,473 -77%
CAN
20
Cetera Advisor Networks
California
$770K 21,865 -50,443 -70%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$723K 20,552 – –
MCWS
22
McKinley Carter Wealth Services
West Virginia
$714K 20,298 – –
AWS
23
Atria Wealth Solutions
New York
$710K 20,171 +44 +0.2%
AWM
24
AE Wealth Management
Kansas
$681K 19,338 -756 -4%
BTWM
25
Baker Tilly Wealth Management
Wisconsin
$657K 18,664 – –
1
2 3