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FT Vest US Equity Buffer ETF May
FMAY

122 hedge funds and large institutions have $220M invested in FT Vest US Equity Buffer ETF May in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

0% more funds holding

Funds holding: 122 → 122 (0)

2.97% less ownership

Funds ownership: 29.11% → 26.14% (-3%)

11% less capital invested

Capital invested by funds: $246M → $220M (-$26.2M)

67% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 55

Holders
122
Holders Change
–
Holders Change %
0%
% of All Funds
1.61%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
17
Increased
18
Reduced
55
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IP
Ignite Planners
California
+$2.88M
2
AssetMark Inc
AssetMark Inc
California
+$1.7M
3
MWM
Modern Wealth Management
Kansas
+$790K
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$640K
5
Ameriprise
Ameriprise
Minnesota
+$557K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$12.5M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$8.57M
3
CW
CreativeOne Wealth
Kansas
-$7.86M
4
MOS
MGO One Seven
Ohio
-$2.15M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAN
26
Integrated Advisors Network
Texas
$1.95M -$24K -508 -1%
NA
27
NewEdge Advisors
Louisiana
$1.8M -$243K -5,152 -12%
SWA
28
SOA Wealth Advisors
New York
$1.41M – – –
1W
29
1776 Wealth
Georgia
$1.36M – – –
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$1.33M – – –
AWM
31
Accel Wealth Management
Iowa
$1.31M – – –
IF
32
Integrity Financial
Wyoming
$1.22M -$8.46K -179 -0.7%
AWS
33
Atria Wealth Solutions
New York
$1.18M -$182K -3,851 -13%
MCWS
34
McKinley Carter Wealth Services
West Virginia
$1.13M – – –
KWA
35
Kingswood Wealth Advisors
California
$1.08M +$393K +8,320 +57%
GFG
36
Grantvest Financial Group
New Jersey
$1.06M +$1.06M +22,445 New
PS
37
Principal Securities
Iowa
$1.02M +$142K +3,000 +16%
HI
38
Harbour Investments
Wisconsin
$978K -$27K -572 -3%
BCM
39
Brookstone Capital Management
Illinois
$947K +$184K +3,889 +24%
BPWM
40
Black Point Wealth Management
Florida
$881K – – –
FFS
41
Founders Financial Securities
Maryland
$859K +$151K +3,189 +21%
CFGS
42
Concourse Financial Group Securities
Alabama
$842K +$7.8K +165 +1%
HighTower Advisors
43
HighTower Advisors
Illinois
$837K -$90.5K -1,915 -10%
IWC
44
Integrated Wealth Concepts
Massachusetts
$823K -$6.62K -140 -0.8%
MWM
45
Modern Wealth Management
Kansas
$793K +$790K +16,720 New
TFS
46
Thoroughbred Financial Services
Tennessee
$786K – – –
Envestnet Portfolio Solutions
47
Envestnet Portfolio Solutions
Illinois
$771K -$182K -3,862 -19%
FFA
48
Fragasso Financial Advisors
Pennsylvania
$745K +$97K +2,054 +15%
MML Investors Services
49
MML Investors Services
Massachusetts
$744K -$152K -3,213 -17%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$743K -$159K -3,373 -18%
1
2
3 4 5

FMAY Hedge Fund Activity: Q4 2024 in Review

122 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF May (FMAY) for Q4 2024, worth a combined $220M — down 11% from $246M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FMAY positions and 15 closed out — a net gain of 2 holders — while 18 added to existing stakes and 55 trimmed.

The largest buyer was Ignite Planners, adding an estimated $2.88M. The largest seller was Envestnet Asset Management, cutting an estimated $12.5M.

  • 122 institutional investors held FT Vest US Equity Buffer ETF May (FMAY) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $220M of FT Vest US Equity Buffer ETF May stock for Q4 2024, down 11% quarter-over-quarter.
  • 17 funds opened new FT Vest US Equity Buffer ETF May positions in Q4 2024 and 15 closed out, a net change of +2 holders.
  • The largest FT Vest US Equity Buffer ETF May buyer in Q4 2024 was Ignite Planners, an estimated $2.88M added.
  • The largest FT Vest US Equity Buffer ETF May seller in Q4 2024 was Envestnet Asset Management, an estimated $12.5M sold.

Based on aggregated 13F filings for Q4 2024.