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FT Vest US Equity Moderate Buffer ETF March

106 hedge funds and large institutions have $230M invested in FT Vest US Equity Moderate Buffer ETF March in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
-8
Holders Change %
-7.02%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
39
Reduced
30
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$51.5M +$20.8M +558,794 +68%
Osaic Holdings
2
Osaic Holdings
Arizona
$48.4M -$3.14M -84,410 -6%
OP
3
ORG Partners
Indiana
$19.2M +$18.9M +507,505 +5,971%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$10.2M +$2.62M +70,320 +35%
LPL Financial
5
LPL Financial
California
$7.72M +$279K +7,501 +4%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$7.66M +$3.03M +81,327 +65%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$7.12M +$54.9K +1,476 +0.8%
KAS
8
Kestra Advisory Services
Texas
$5.81M -$86.3K -2,319 -1%
CHC
9
City Holding Co
West Virginia
$4.92M +$1.98M +53,280 +67%
AIA
10
AssuredPartners Investment Advisors
Florida
$4.78M +$103K +2,761 +2%
BFG
11
Bouchey Financial Group
New York
$4.51M -$535K -14,370 -11%
SS
12
Sunbelt Securities
Texas
$3.5M +$208K +5,584 +6%
MCM
13
MAI Capital Management
Ohio
$2.79M -$737K -19,799 -21%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$2.7M +$257K +6,921 +11%
RFG
15
REAP Financial Group
Texas
$2.34M -$572K -15,387 -20%
AA
16
Armis Advisers
Georgia
$2.34M -$574K -15,427 -20%
HP
17
Holistic Planning
Texas
$2.12M +$20K +538 +1%
AWA
18
Arkadios Wealth Advisors
Georgia
$1.51M +$111K +2,982 +8%
HWM
19
HFG Wealth Management
Texas
$1.5M -$9.06M -241,774 -86%
KWS
20
Keystone Wealth Services
California
$1.43M -$63.2K -1,700 -4%
SW
21
Schulz Wealth
Texas
$1.32M +$9.93K +267 +0.8%
MML Investors Services
22
MML Investors Services
Massachusetts
$1.26M -$185K -4,963 -13%
Truist Financial
23
Truist Financial
North Carolina
$1.2M +$25.4K +683 +2%
SB
24
Strategic Blueprint
Georgia
$1.19M -$451K -12,117 -28%
SC
25
Schubert & Co
Texas
$1.13M -$3.37M -90,674 -75%