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FT Vest US Equity Buffer ETF March

66 hedge funds and large institutions have $81.9M invested in FT Vest US Equity Buffer ETF March in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $76.2M → $81.9M (+$5.73M)

3% less funds holding

Funds holding: 6866 (-2)

3.08% less ownership

Funds ownership: 23.83%20.74% (-3.1%)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

72% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 36

Holders
66
Holders Change
-2
Holders Change %
-2.94%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
36
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$9.09M -$195K -5,374 -2%
HI
2
Harbour Investments
Wisconsin
$7.01M -$654K -18,027 -9%
Osaic Holdings
3
Osaic Holdings
Arizona
$5.94M -$760K -20,971 -12%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$5.22M -$52.4K -1,446 -1%
NA
5
NewEdge Advisors
Louisiana
$4.12M -$57.6K -1,588 -1%
BBPWM
6
Blue Bell Private Wealth Management
Pennsylvania
$4.06M -$79.4K -2,189 -2%
RA
7
RiverTree Advisors
Florida
$3.84M -$66.4K -1,832 -2%
RFG
8
REAP Financial Group
Texas
$3.65M +$3.5M +96,574 New
MML Investors Services
9
MML Investors Services
Massachusetts
$3.02M +$101K +2,798 +4%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$3M -$469K -12,950 -14%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.77M -$348K -9,612 -12%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.45M -$78.9K -2,176 -3%
MSFS
13
Main Street Financial Solutions
Pennsylvania
$2.04M -$8.85K -244 -0.4%
LPL Financial
14
LPL Financial
California
$1.65M +$89.5K +2,470 +6%
SW
15
Schulz Wealth
Texas
$1.44M +$1.38M +38,105 New
IF
16
Integrity Financial
Wyoming
$1.39M -$78.2K -2,158 -6%
SDH
17
Sloy Dahl & Holst
Washington
$1.27M -$21.8K -600 -2%
1W
18
1776 Wealth
Georgia
$1.09M
PPWM
19
Paragon Private Wealth Management
Kentucky
$1.07M -$108K -2,977 -10%
KAS
20
Kestra Advisory Services
Texas
$940K +$342K +9,445 +61%
AWM
21
AE Wealth Management
Kansas
$823K +$80.4K +2,217 +11%
CAN
22
Cetera Advisor Networks
California
$821K -$4.35K -120 -0.5%
MCWS
23
McKinley Carter Wealth Services
West Virginia
$820K +$51.6K +1,423 +7%
KWS
24
Keystone Wealth Services
California
$799K -$123K -3,400 -14%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$778K -$67.5K -1,861 -8%

FMAR Hedge Fund Activity: Q4 2023 in Review

66 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF March (FMAR) for Q4 2023, worth a combined $81.9M — up 7.5% from $76.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of FMAR and 5 opened new positions — a net loss of 1 holder — while 36 trimmed existing stakes and 10 added.

The largest buyer was Kestra Advisory Services, adding an estimated $342K. The largest seller was Osaic Holdings, cutting an estimated $760K.

  • 66 institutional investors held FT Vest US Equity Buffer ETF March (FMAR) as of Q4 2023, down from 68 in Q3 2023.
  • Funds reported $81.9M of FT Vest US Equity Buffer ETF March stock for Q4 2023, up 7.5% quarter-over-quarter.
  • 5 funds opened new FT Vest US Equity Buffer ETF March positions in Q4 2023 and 6 closed out, a net change of -1 holder.
  • The largest FT Vest US Equity Buffer ETF March buyer in Q4 2023 was Kestra Advisory Services, an estimated $342K added.
  • The largest FT Vest US Equity Buffer ETF March seller in Q4 2023 was Osaic Holdings, an estimated $760K sold.

Based on aggregated 13F filings for Q4 2023.