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FT Vest US Equity Buffer ETF March

115 hedge funds and large institutions have $177M invested in FT Vest US Equity Buffer ETF March in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 49 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

1% more funds holding

Funds holding: 114115 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.44% less ownership

Funds ownership: 21.14%18.7% (-2.4%)

6% less capital invested

Capital invested by funds: $188M → $177M (-$11M)

55% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 49

Holders
115
Holders Change
+1
Holders Change %
+0.88%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
22
Reduced
49
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$12.9M +$1.77M +37,827 +16%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$11.4M +$557K +11,899 +5%
Raymond James Financial
3
Raymond James Financial
Florida
$11.2M -$429K -9,176 -4%
SI
4
Stephens Inc
Arkansas
$11.2M -$4.16M -88,894 -27%
OWA
5
Outlook Wealth Advisors
Texas
$9.57M -$96.2K -2,055 -1%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$9.25M +$571K +12,192 +7%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.26M -$227K -4,850 -4%
RFG
8
REAP Financial Group
Texas
$6.05M -$55.7K -1,190 -0.9%
LPL Financial
9
LPL Financial
California
$5.64M +$235K +5,027 +4%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$4.97M +$3.81M +81,515 +350%
BBPWM
11
Blue Bell Private Wealth Management
Pennsylvania
$4.44M -$296K -6,327 -6%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$4.09M -$682K -14,564 -14%
KAS
13
Kestra Advisory Services
Texas
$3.95M -$76.5K -1,635 -2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.9M -$65.2K -1,394 -2%
HI
15
Harbour Investments
Wisconsin
$3.81M -$233K -4,988 -6%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.74M -$2.46M -52,648 -40%
MML Investors Services
17
MML Investors Services
Massachusetts
$3.22M -$411K -8,786 -11%
CCFM
18
Clear Creek Financial Management
Washington
$3.19M -$328K -7,010 -9%
IF
19
Integrity Financial
Wyoming
$2.29M -$225K -4,814 -9%
FA
20
Faithward Advisors
Pennsylvania
$2.27M -$94.8K -2,025 -4%
Truist Financial
21
Truist Financial
North Carolina
$2.21M -$27.1K -578 -1%
MSFS
22
Main Street Financial Solutions
Pennsylvania
$2.18M -$40.9K -874 -2%
SG
23
StoneX Group
New York
$2.01M +$81.6K +1,743 +4%
SW
24
Schulz Wealth
Texas
$1.81M
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.76M -$811K -17,332 -32%