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FT Vest US Equity Buffer ETF March

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.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 6868 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

7.95% less ownership

Funds ownership: 31.78%23.83% (-7.9%)

16% less capital invested

Capital invested by funds: $90.9M → $76.2M (-$14.8M)

79% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 34

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
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$8.67M -$113K -3,157 -1%
HI
2
Harbour Investments
Wisconsin
$7.17M -$1.42M -39,626 -16%
Osaic Holdings
3
Osaic Holdings
Arizona
$6.28M +$604K +16,897 +10%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$4.92M -$1.27M -35,538 -20%
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$3.87M -$11K -308 -0.3%
NA
6
NewEdge Advisors
Louisiana
$3.86M +$214K +5,988 +6%
RA
7
RiverTree Advisors
Florida
$3.64M -$261K -7,305 -7%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$3.25M -$344K -9,628 -9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.92M +$152K +4,258 +5%
MML Investors Services
10
MML Investors Services
Massachusetts
$2.71M -$342K -9,554 -11%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.36M -$13.4K -375 -0.6%
MSFS
12
Main Street Financial Solutions
Pennsylvania
$1.91M -$97.2K -2,718 -5%
LPL Financial
13
LPL Financial
California
$1.45M +$556K +15,535 +61%
IF
14
Integrity Financial
Wyoming
$1.38M -$117K -3,271 -8%
SDH
15
Sloy Dahl & Holst
Washington
$1.21M
PPWM
16
Paragon Private Wealth Management
Kentucky
$1.1M
1W
17
1776 Wealth
Georgia
$1.02M
KWS
18
Keystone Wealth Services
California
$864K
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$791K -$2.66M -74,473 -77%
CAN
20
Cetera Advisor Networks
California
$770K -$1.8M -50,443 -70%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$723K
MCWS
22
McKinley Carter Wealth Services
West Virginia
$714K
AWS
23
Atria Wealth Solutions
New York
$710K +$1.57K +44 +0.2%
AWM
24
AE Wealth Management
Kansas
$681K -$27K -756 -4%
BTWM
25
Baker Tilly Wealth Management
Wisconsin
$657K