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FT Vest US Equity Buffer ETF May

85 hedge funds and large institutions have $160M invested in FT Vest US Equity Buffer ETF May in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 9185 (-6)

11.07% less ownership

Funds ownership: 40.68%29.61% (-11%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

29% less capital invested

Capital invested by funds: $227M → $160M (-$66.4M)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

74% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 50

Holders
85
Holders Change
-6
Holders Change %
-6.59%
% of All Funds
1.22%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
7
Increased
13
Reduced
50
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
51
B. Riley Wealth Advisors
Florida
$444K
MOS
52
MGO One Seven
Ohio
$412K -$8.9K -210 -2%
VBFP
53
Valtinson Bruner Financial Planning
Minnesota
$406K -$8.47K -200 -2%
MW
54
MBL Wealth
North Carolina
$375K -$680K -16,055 -65%
FFA
55
Fragasso Financial Advisors
Pennsylvania
$360K -$37.3K -881 -10%
CF
56
Centaurus Financial
California
$355K -$4.36K -103 -1%
FPWM
57
FSB Premier Wealth Management
Iowa
$353K -$375K -8,846 -52%
AAS
58
Ameritas Advisory Services
Nebraska
$347K +$39.7K +938 +13%
APW
59
Aurora Private Wealth
New Jersey
$346K -$101K -2,389 -23%
CA
60
CoreCap Advisors
Michigan
$337K +$124K +2,915 +60%
SC
61
Scotia Capital
Ontario, Canada
$336K -$120K -2,842 -27%
AAS
62
Avantax Advisory Services
Texas
$331K -$11.4K -269 -3%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$314K -$272K -6,420 -47%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$304K -$1.17M -27,513 -80%
BTWM
65
Baker Tilly Wealth Management
Wisconsin
$303K -$737K -17,385 -71%
UBS Group
66
UBS Group
Switzerland
$275K +$180K +4,260 +203%
DWM
67
Darwin Wealth Management
Florida
$237K
HIS
68
Harvest Investment Services
Illinois
$234K +$229K +5,405 New
ACMA
69
Arbor Capital Management (Alaska)
Alaska
$220K +$5.34K +126 +3%
DFA
70
DHJJ Financial Advisors
Illinois
$215K -$26.5K -625 -11%
AWM
71
AE Wealth Management
Kansas
$213K -$5.73M -135,164 -96%
KPWS
72
Kestra Private Wealth Services
Texas
$209K -$60.4K -1,425 -23%
Citadel Advisors
73
Citadel Advisors
Florida
$209K -$90.9K -2,145 -31%
SFPG
74
Stonebridge Financial Planning Group
Florida
$205K -$8.47K -200 -4%
NS
75
NBC Securities
Alabama
$144K -$6.36K -150 -4%

FMAY Hedge Fund Activity: Q1 2024 in Review

85 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF May (FMAY) for Q1 2024, worth a combined $160M — down 29% from $227M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of FMAY and 7 opened new positions — a net loss of 6 holders — while 50 trimmed existing stakes and 13 added.

The largest buyer was FOCUS Wealth Advisors, adding an estimated $3.19M. The largest seller was Freedom Investment Management, exiting entirely with an estimated $29.9M sold.

  • 85 institutional investors held FT Vest US Equity Buffer ETF May (FMAY) as of Q1 2024, down from 91 in Q4 2023.
  • Funds reported $160M of FT Vest US Equity Buffer ETF May stock for Q1 2024, down 29% quarter-over-quarter.
  • 7 funds opened new FT Vest US Equity Buffer ETF May positions in Q1 2024 and 13 closed out, a net change of -6 holders.
  • The largest FT Vest US Equity Buffer ETF May buyer in Q1 2024 was FOCUS Wealth Advisors, an estimated $3.19M added.
  • The largest FT Vest US Equity Buffer ETF May seller in Q1 2024 was Freedom Investment Management, an estimated $29.9M sold.

Based on aggregated 13F filings for Q1 2024.