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FT Vest US Equity Buffer ETF March

124 hedge funds and large institutions have $260M invested in FT Vest US Equity Buffer ETF March in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+7
Holders Change %
+5.98%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
44
Reduced
32
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Truist Financial
1
Truist Financial
North Carolina
$55.7M +$53.6M +1,194,274 +2,471%
OWA
2
Outlook Wealth Advisors
Texas
$16.7M +$385K +8,575 +2%
SI
3
Stephens Inc
Arkansas
$14.7M +$8.62M +192,149 +141%
Raymond James Financial
4
Raymond James Financial
Florida
$11.7M -$146K -3,253 -1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.96M +$885K +19,729 +10%
AssetMark Inc
6
AssetMark Inc
California
$9.21M +$2.28M +50,768 +33%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$7.91M -$655K -14,612 -8%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$6.93M +$948K +21,138 +16%
Osaic Holdings
9
Osaic Holdings
Arizona
$6.75M +$2.05M +47,360 +44%
KWS
10
Keystone Wealth Services
California
$5.67M +$206K +4,601 +4%
AA
11
Armis Advisers
Georgia
$5.64M +$344K +7,670 +6%
RFG
12
REAP Financial Group
Texas
$5.45M +$574K +12,795 +12%
OC
13
Oppenheimer & Co
New York
$5.17M +$21.7K +484 +0.4%
HI
14
Harbour Investments
Wisconsin
$5.06M +$1.51M +33,678 +42%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$4.59M +$407K +9,075 +10%
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$4.53M +$97.3K +2,171 +2%
KAS
17
Kestra Advisory Services
Texas
$4.47M +$371K +8,273 +9%
LPL Financial
18
LPL Financial
California
$4.32M +$1.37M +30,452 +46%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.24M -$2.23M -49,714 -34%
NA
20
NewEdge Advisors
Louisiana
$3.95M -$144K -3,216 -4%
CCFM
21
Clear Creek Financial Management
Washington
$3.79M +$3.22M +71,869 +569%
MML Investors Services
22
MML Investors Services
Massachusetts
$3.36M +$1.35M +30,206 +67%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.65M +$394K +8,776 +17%
IF
24
Integrity Financial
Wyoming
$2.56M +$290K +6,471 +13%
FA
25
Faithward Advisors
Pennsylvania
$2.46M +$2M +44,640 +439%