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FT Vest US Equity Max Buffer ETF March
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Overview Fund Activity

77 hedge funds and large institutions have $120M invested in FT Vest US Equity Max Buffer ETF March in 2024 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 1 closing their positions.

Holders
77
Holders Change
+67
Holders Change %
+670%
% of All Funds
1.12%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
69
Increased
6
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LC
1
Legacy CG
Texas
$15.2M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$14.3M
3
FIA
3
Foundations Investment Advisors
Arizona
$7.71M
4
DIM
4
Delta Investment Management
California
$7.26M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$6.31M

Top Sellers

1
SW
1
SMART Wealth
Nebraska
$3.01M
2
BFWM
2
Bright Futures Wealth Management
New York
$862K
3
EWM
3
EPG Wealth Management
Georgia
$263K
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
1
Legacy CG
Texas
$15.2M +$15.2M +511,487 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$14.3M +$13.7M +460,300 +2,089%
IP
3
Ignite Planners
California
$7.83M +$6.1M +204,279 +353%
FIA
4
Foundations Investment Advisors
Arizona
$7.71M +$7.71M +259,258 New
DIM
5
Delta Investment Management
California
$7.26M +$7.26M +243,895 New
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$6.31M +$6.31M +211,938 New
WWM
7
WT Wealth Management
Arizona
$4.97M +$4.97M +167,125 New
KAS
8
Kestra Advisory Services
Texas
$3.47M +$2.99M +100,537 +620%
DLHL
9
Donald L. Hagan LLC
Florida
$3.22M +$3.22M +108,380 New
PG
10
Prostatis Group
Maryland
$3.18M +$3.18M +106,972 New
SW
11
SMART Wealth
Nebraska
$3.01M -$7.07M -237,591 -70%
AWS
12
Atria Wealth Solutions
New York
$2.58M +$2.27M +76,374 +744%
CAS
13
Coppell Advisory Solutions
Texas
$2.51M +$2.51M +84,491 New
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$2.25M +$2.25M +75,781 New
BCM
15
Brookstone Capital Management
Illinois
$1.89M +$1.89M +63,252 New
AWM
16
Apollon Wealth Management
South Carolina
$1.77M +$1.77M +59,625 New
WAS
17
WESPAC Advisors SoCal
California
$1.76M +$1.76M +59,140 New
FWM
18
Foguth Wealth Management
Michigan
$1.56M +$1.56M +52,590 New
BIM
19
Bullseye Investment Management
Ohio
$1.56M +$1.56M +52,205 New
IA
20
IFP Advisors
Florida
$1.47M +$1.47M +49,471 New
EMAM
21
Encompass More Asset Management
California
$1.43M +$1.43M +48,093 New
CAM
22
Cresset Asset Management
Illinois
$1.31M +$1.31M +44,115 New
MSFS
23
Main Street Financial Solutions
Pennsylvania
$1.23M +$1.23M +41,272 New
MFS
24
Madrona Financial Services
Washington
$1.03M +$1.03M +34,766 New
CCFM
25
Clear Creek Financial Management
Washington
$1.01M +$1.01M +33,986 New
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