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FT Vest US Equity Buffer ETF March

127 hedge funds and large institutions have $190M invested in FT Vest US Equity Buffer ETF March in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 17 increasing their positions, 60 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

7% more funds holding

Funds holding: 119127 (+8)

8.97% less ownership

Funds ownership: 32.23%23.27% (-9%)

33% less capital invested

Capital invested by funds: $284M → $190M (-$93.4M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

72% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 60

Holders
127
Holders Change
+8
Holders Change %
+6.72%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
22
Increased
17
Reduced
60
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1
Outlook Wealth Advisors
Texas
$14.4M -$200K -4,648 -1%
Raymond James Financial
2
Raymond James Financial
Florida
$11.2M +$11.1M +259,306 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.81M -$11.7M -272,636 -57%
SMF
4
Sterling Manor Financial
New York
$8.05M -$44.4K -1,033 -0.6%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$7.53M -$1.01M -23,593 -12%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$6.98M -$1.36M -31,650 -16%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$5.93M -$323K -7,520 -5%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.22M -$1.03M -24,092 -17%
SI
9
Stephens Inc
Arkansas
$5.18M -$17.4K -404 -0.3%
KWS
10
Keystone Wealth Services
California
$5.01M
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$4.92M -$8.16M -190,043 -63%
NC
12
NovaPoint Capital
Georgia
$4.86M -$855K -19,901 -15%
AssetMark Inc
13
AssetMark Inc
California
$4.84M +$1.69M +39,261 +54%
AA
14
Armis Advisers
Georgia
$4.76M +$4.73M +110,037 New
RFG
15
REAP Financial Group
Texas
$4.54M -$121K -2,822 -3%
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$4.25M -$175K -4,073 -4%
KAS
17
Kestra Advisory Services
Texas
$4.08M +$273K +6,359 +7%
NA
18
NewEdge Advisors
Louisiana
$4.05M -$375K -8,725 -9%
HI
19
Harbour Investments
Wisconsin
$3.68M -$344K -7,998 -9%
MW
20
MBL Wealth
North Carolina
$3.42M -$404K -9,398 -11%
LPL Financial
21
LPL Financial
California
$2.74M -$72K -1,677 -3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.44M -$188K -4,373 -7%
LWP
23
LeClair Wealth Partners
Ohio
$2.41M +$2.39M +55,609 New
IF
24
Integrity Financial
Wyoming
$2.29M -$60K -1,397 -3%
Truist Financial
25
Truist Financial
North Carolina
$2.24M -$89K -2,071 -4%

FMAR Hedge Fund Activity: Q4 2024 in Review

127 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF March (FMAR) for Q4 2024, worth a combined $190M — down 33% from $284M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FMAR positions and 12 closed out — a net gain of 10 holders — while 17 added to existing stakes and 60 trimmed.

The largest buyer was GTS Securities, opening a new position worth an estimated $2.15M. The largest seller was Mason & Associates (California), exiting entirely with an estimated $57.7M sold.

  • 127 institutional investors held FT Vest US Equity Buffer ETF March (FMAR) as of Q4 2024, up from 119 in Q3 2024.
  • Funds reported $190M of FT Vest US Equity Buffer ETF March stock for Q4 2024, down 33% quarter-over-quarter.
  • 22 funds opened new FT Vest US Equity Buffer ETF March positions in Q4 2024 and 12 closed out, a net change of +10 holders.
  • The largest FT Vest US Equity Buffer ETF March buyer in Q4 2024 was GTS Securities, an estimated $2.15M added.
  • The largest FT Vest US Equity Buffer ETF March seller in Q4 2024 was Mason & Associates (California), an estimated $57.7M sold.

Based on aggregated 13F filings for Q4 2024.