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FT Vest US Equity Buffer ETF March

118 hedge funds and large institutions have $183M invested in FT Vest US Equity Buffer ETF March in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 38 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 38

0.14% more ownership

Funds ownership: 23.27%23.41% (+0.14%)

4% less capital invested

Capital invested by funds: $190M → $183M (-$7.73M)

7% less funds holding

Funds holding: 127118 (-9)

40% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 20

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
118
Holders Change
-9
Holders Change %
-7.09%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
42
Reduced
38
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1
Outlook Wealth Advisors
Texas
$15.3M +$1.32M +30,349 +9%
Raymond James Financial
2
Raymond James Financial
Florida
$11.1M +$185K +4,263 +2%
Jane Street
3
Jane Street
New York
$9.56M +$8.85M +203,740 +897%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.55M -$49.4K -1,137 -0.6%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$8.06M +$3.36M +77,291 +68%
AssetMark Inc
6
AssetMark Inc
California
$6.52M +$1.85M +42,616 +38%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$6.08M -$1.29M -29,789 -17%
SI
8
Stephens Inc
Arkansas
$5.73M +$705K +16,225 +14%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$5.63M -$1.22M -28,081 -17%
KWS
10
Keystone Wealth Services
California
$5.14M +$263K +6,063 +5%
AA
11
Armis Advisers
Georgia
$4.99M +$355K +8,183 +7%
OC
12
Oppenheimer & Co
New York
$4.84M +$4.16M +95,841 +506%
RFG
13
REAP Financial Group
Texas
$4.59M +$166K +3,815 +4%
Osaic Holdings
14
Osaic Holdings
Arizona
$4.59M -$522K -12,026 -10%
JP Morgan Chase
15
JP Morgan Chase
New York
$4.18M +$4.16M +95,855 +2,967%
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$4.17M +$28.2K +650 +0.7%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$3.94M -$1.9M -43,728 -32%
NA
18
NewEdge Advisors
Louisiana
$3.86M -$95.6K -2,202 -2%
KAS
19
Kestra Advisory Services
Texas
$3.85M -$129K -2,969 -3%
HI
20
Harbour Investments
Wisconsin
$3.34M -$250K -5,763 -7%
MW
21
MBL Wealth
North Carolina
$2.81M -$539K -12,411 -16%
LPL Financial
22
LPL Financial
California
$2.78M +$108K +2,477 +4%
IF
23
Integrity Financial
Wyoming
$2.14M -$97.7K -2,249 -4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2.12M -$266K -6,137 -11%
Truist Financial
25
Truist Financial
North Carolina
$2.04M -$145K -3,330 -6%