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FT Vest US Equity Buffer ETF March

91 hedge funds and large institutions have $198M invested in FT Vest US Equity Buffer ETF March in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 38 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

357% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 7

217% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 12

142% more capital invested

Capital invested by funds: $81.9M → $198M (+$117M)

38% more funds holding

Funds holding: 6691 (+25)

12.21% more ownership

Funds ownership: 20.74%32.95% (+12%)

Holders
91
Holders Change
+25
Holders Change %
+37.88%
% of All Funds
1.31%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
32
Increased
38
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$16.2M +$15.3M +397,922 +2,807%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$14M +$12.9M +335,094 +1,625%
Osaic Holdings
3
Osaic Holdings
Arizona
$12.8M +$6.43M +167,629 +106%
OWA
4
Outlook Wealth Advisors
Texas
$12.4M +$12.1M +316,389 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$10.7M +$1.21M +31,672 +13%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$9.43M +$9.22M +240,418 New
HI
7
Harbour Investments
Wisconsin
$8.47M +$1.16M +30,280 +16%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$8.38M +$2.89M +75,389 +55%
EE
9
EWG Elevate
California
$7.87M +$7.7M +200,644 New
CW
10
CreativeOne Wealth
Kansas
$6.71M +$6.56M +170,959 New
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$6.62M +$3.42M +89,261 +112%
SMF
12
Sterling Manor Financial
New York
$6.4M +$6.26M +163,212 New
NC
13
NovaPoint Capital
Georgia
$4.82M +$4.71M +122,888 New
NA
14
NewEdge Advisors
Louisiana
$4.44M +$198K +5,167 +5%
RFG
15
REAP Financial Group
Texas
$4.2M +$403K +10,516 +11%
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$4.15M -$75.4K -1,965 -2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$4.1M +$1.52M +39,567 +61%
CAN
18
Cetera Advisor Networks
California
$3.89M +$2.96M +77,267 +355%
RA
19
RiverTree Advisors
Florida
$3.84M -$151K -3,931 -4%
KAS
20
Kestra Advisory Services
Texas
$3.14M +$2.11M +55,030 +221%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.98M +$107K +2,795 +4%
CA
22
Cetera Advisors
Colorado
$2.4M +$1.85M +48,275 +373%
MSFS
23
Main Street Financial Solutions
Pennsylvania
$2.22M +$93.1K +2,428 +4%
FPWM
24
FSB Premier Wealth Management
Iowa
$2.15M +$1.61M +41,965 +324%
LPL Financial
25
LPL Financial
California
$2.04M +$324K +8,452 +19%