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FT Vest US Equity Buffer ETF March

119 hedge funds and large institutions have $284M invested in FT Vest US Equity Buffer ETF March in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 36 increasing their positions, 49 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $283M → $284M (+$592K)

0% more funds holding

Funds holding: 119119 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

3.42% less ownership

Funds ownership: 35.65%32.23% (-3.4%)

27% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 49

Holders
119
Holders Change
Holders Change %
0%
% of All Funds
1.71%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
36
Reduced
49
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAC
1
Mason & Associates (California)
California
$57.7M -$14.3M -348,986 -20%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$20.1M +$1.49M +36,329 +8%
RJA
3
Raymond James & Associates
Florida
$18.2M -$208K -5,054 -1%
OWA
4
Outlook Wealth Advisors
Texas
$14.3M +$482K +11,721 +4%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$12.8M +$851K +20,708 +7%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$8.35M -$143K -3,490 -2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8.16M -$4.78M -116,249 -38%
SMF
8
Sterling Manor Financial
New York
$7.9M +$247K +5,999 +3%
CW
9
CreativeOne Wealth
Kansas
$7.37M +$1.39M +33,737 +24%
Osaic Holdings
10
Osaic Holdings
Arizona
$6.12M -$1.92M -46,655 -24%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$6.11M -$106K -2,581 -2%
NC
12
NovaPoint Capital
Georgia
$5.59M -$184K -4,478 -3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$5.58M +$7.32K +178 +0.1%
SI
14
Stephens Inc
Arkansas
$5.07M -$14.5K -353 -0.3%
KWS
15
Keystone Wealth Services
California
$4.9M -$28.8K -700 -0.6%
IP
16
Ignite Planners
California
$4.59M +$226K +5,490 +5%
RFG
17
REAP Financial Group
Texas
$4.56M -$148K -3,609 -3%
NA
18
NewEdge Advisors
Louisiana
$4.32M -$564K -13,725 -12%
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$4.32M -$54K -1,314 -1%
HI
20
Harbour Investments
Wisconsin
$3.93M -$298K -7,255 -7%
MW
21
MBL Wealth
North Carolina
$3.73M -$22K -536 -0.6%
RA
22
RiverTree Advisors
Florida
$3.73M -$188K -4,564 -5%
KAS
23
Kestra Advisory Services
Texas
$3.72M -$1.16M -28,112 -24%
AssetMark Inc
24
AssetMark Inc
California
$3.07M +$1.94M +47,197 +185%
LPL Financial
25
LPL Financial
California
$2.75M +$191K +4,643 +8%

FMAR Hedge Fund Activity: Q3 2024 in Review

119 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF March (FMAR) for Q3 2024, worth a combined $284M — up 0.21% from $283M a quarter earlier.

Fund positioning in FMAR was balanced in Q3 2024: 6 funds opened new positions, 6 closed out, 36 added to existing stakes and 49 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $1.94M. The largest seller was Mason & Associates (California), cutting an estimated $14.3M.

  • 119 institutional investors held FT Vest US Equity Buffer ETF March (FMAR) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $284M of FT Vest US Equity Buffer ETF March stock for Q3 2024, up 0.21% quarter-over-quarter.
  • 6 funds opened new FT Vest US Equity Buffer ETF March positions in Q3 2024 and 6 closed out, a net change of 0 holders.
  • The largest FT Vest US Equity Buffer ETF March buyer in Q3 2024 was AssetMark Inc, an estimated $1.94M added.
  • The largest FT Vest US Equity Buffer ETF March seller in Q3 2024 was Mason & Associates (California), an estimated $14.3M sold.

Based on aggregated 13F filings for Q3 2024.