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FT Vest US Equity Buffer ETF May
FMAY

76 hedge funds and large institutions have $161M invested in FT Vest US Equity Buffer ETF May in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% less funds holding

Funds holding: 77 → 76 (-1)

3.11% less ownership

Funds ownership: 54.29% → 51.18% (-3.1%)

15% less capital invested

Capital invested by funds: $191M → $161M (-$29.1M)

69% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 32

Holders
76
Holders Change
-1
Holders Change %
-1.3%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
10
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LJAC
L.J. Altfest & Co
New York
+$27.6M
2
AWM
AE Wealth Management
Kansas
+$3.79M
3
NA
NewEdge Advisors
Louisiana
+$2.54M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$2.15M
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
+$1.62M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$35.9M
2
BCM
Beck Capital Management
Texas
-$3.01M
3
WEG
World Equity Group
Illinois
-$2.83M
4
Truist Financial
Truist Financial
North Carolina
-$2.52M
5
LPL Financial
LPL Financial
California
-$1.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
76
Archer Investment Corporation
Indiana
$1.1K -$4.3K -119 -80%
BCM
77
Beck Capital Management
Texas
– -$3.01M -85,621 Closed
WEG
78
World Equity Group
Illinois
– -$2.83M -80,375 Closed
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
– -$815K -23,170 Closed
KPWS
80
Kestra Private Wealth Services
Texas
– -$677K -19,237 Closed
GIA
81
Gladstone Institutional Advisory
Florida
– -$633K -18,007 Closed
HSA
82
HBK Sorce Advisory
Pennsylvania
– -$572K -16,272 Closed
OC
83
Oppenheimer & Co
New York
– -$282K -8,022 Closed
SG
84
StoneX Group
New York
– -$281K -7,985 Closed
OIM
85
Oder Investment Management
California
– -$127K -3,605 Closed
MCC
86
Money Concepts Capital
Florida
– -$115K -3,261 Closed
1 2 3
4