We are live on ! Find out more
FMAR icon

FT Vest US Equity Buffer ETF March

119 hedge funds and large institutions have $283M invested in FT Vest US Equity Buffer ETF March in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 48 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 4

200% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 16

43% more capital invested

Capital invested by funds: $198M → $283M (+$84.7M)

31% more funds holding

Funds holding: 91119 (+28)

2.7% more ownership

Funds ownership: 32.95%35.65% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
119
Holders Change
+28
Holders Change %
+30.77%
% of All Funds
1.72%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
34
Increased
48
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAC
1
Mason & Associates (California)
California
$69.5M +$67.5M +1,713,172 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17.9M +$3.32M +84,235 +24%
RJA
3
Raymond James & Associates
Florida
$17.6M +$889K +22,567 +5%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$12.6M +$1.45M +36,759 +13%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$11.5M +$1.68M +42,535 +18%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$8.16M -$497K -12,615 -6%
Osaic Holdings
7
Osaic Holdings
Arizona
$7.77M -$5.26M -133,639 -41%
SMF
8
Sterling Manor Financial
New York
$7.34M +$700K +17,761 +11%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$5.97M -$850K -21,567 -13%
CW
10
CreativeOne Wealth
Kansas
$5.71M -$1.19M -30,227 -18%
NC
11
NovaPoint Capital
Georgia
$5.55M +$544K +13,799 +11%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$5.35M +$1.07M +27,247 +26%
SI
13
Stephens Inc
Arkansas
$4.89M +$2.74M +69,541 +137%
KWS
14
Keystone Wealth Services
California
$4.73M +$3.5M +88,857 +321%
KAS
15
Kestra Advisory Services
Texas
$4.71M +$1.42M +36,139 +45%
NA
16
NewEdge Advisors
Louisiana
$4.71M +$109K +2,778 +2%
RFG
17
REAP Financial Group
Texas
$4.52M +$171K +4,341 +4%
IP
18
Ignite Planners
California
$4.23M +$4.06M +103,092 New
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$4.2M -$82.8K -2,102 -2%
HI
20
Harbour Investments
Wisconsin
$4.07M -$4.56M -115,677 -54%
RA
21
RiverTree Advisors
Florida
$3.77M -$197K -5,005 -5%
MW
22
MBL Wealth
North Carolina
$3.61M +$3.21M +81,518 +1,110%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$3.14M +$54.7K +1,389 +2%
LPL Financial
24
LPL Financial
California
$2.45M +$329K +8,345 +16%
FPWM
25
FSB Premier Wealth Management
Iowa
$2.26M +$27.8K +705 +1%