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FT Vest US Equity Max Buffer ETF March

80 hedge funds and large institutions have $79.2M invested in FT Vest US Equity Max Buffer ETF March in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

33% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 27

Holders
80
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
51
IMG Wealth Management
Florida
$285K
Koshinski Asset Management
52
Koshinski Asset Management
Illinois
$270K
BWS
53
Buck Wealth Strategies
Colorado
$270K
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$265K
CAC
55
Certified Advisory Corp
Florida
$262K
AWA
56
Arkadios Wealth Advisors
Georgia
$252K
MWA
57
MN Wealth Advisors
Kansas
$246K
DFA
58
DHJJ Financial Advisors
Illinois
$240K
CAM
59
Creekmur Asset Management
Illinois
$236K
SAG
60
SageView Advisory Group
California
$234K
GVAG
61
Great Valley Advisor Group
Delaware
$227K
SPIA
62
Steward Partners Investment Advisory
New York
$226K
SMC
63
Smith, Moore & Co
Missouri
$218K
OPPS
64
Obsidian Personal Planning Solutions
Maryland
$217K
HIS
65
Harvest Investment Services
Illinois
$214K
Barclays
66
Barclays
United Kingdom
$175K
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$100K
GEA
68
Glen Eagle Advisors
New Jersey
$96.4K
GWM
69
Geneos Wealth Management
Colorado
$90.9K
Raymond James Financial
70
Raymond James Financial
Florida
$71.1K
FFA
71
Farther Finance Advisors
California
$67.1K
CAL
72
Capital Analysts LLC
Pennsylvania
$56K
CFD
73
Creative Financial Designs
Indiana
$40.1K
PS
74
Principal Securities
Iowa
$32.1K
IF
75
Integrity Financial
Wyoming
$32K