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FT Vest US Equity Max Buffer ETF March

78 hedge funds and large institutions have $67.4M invested in FT Vest US Equity Max Buffer ETF March in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.45% more ownership

Funds ownership: 49.53%53.97% (+4.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 7978 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

17% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 29

80% less capital invested

Capital invested by funds: $341M → $67.4M (-$274M)

Holders
78
Holders Change
-1
Holders Change %
-1.27%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
24
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IP
1
Ignite Planners
California
$8.75M +$614K +19,702 +8%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7M -$5.34M -171,469 -43%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$4.73M +$1.57M +50,382 +50%
CAS
4
Coppell Advisory Solutions
Texas
$2.86M -$293K -9,407 -9%
KAS
5
Kestra Advisory Services
Texas
$2.81M -$455K -14,598 -14%
BCM
6
Brookstone Capital Management
Illinois
$2.21M +$157K +5,034 +8%
PWP
7
Precedent Wealth Partners
Texas
$2.07M +$2.05M +65,940 New
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$2.03M -$106K -3,404 -5%
KWA
9
Kingswood Wealth Advisors
California
$1.59M -$177K -5,674 -10%
CAM
10
Cresset Asset Management
Illinois
$1.53M +$156K +5,000 +11%
AWS
11
Atria Wealth Solutions
New York
$1.53M -$420K -13,467 -22%
IA
12
IFP Advisors
Florida
$1.31M -$238K -7,652 -15%
MA
13
Mutual Advisors
Nebraska
$1.26M +$494K +15,860 +65%
NA
14
NewEdge Advisors
Louisiana
$1.2M +$153K +4,925 +15%
MFS
15
Madrona Financial Services
Washington
$1.19M +$100K +3,216 +9%
MSFS
16
Main Street Financial Solutions
Pennsylvania
$1.17M -$3.74K -120 -0.3%
HP
17
Holistic Planning
Texas
$1.08M -$57.8K -1,854 -5%
Goldman Sachs
18
Goldman Sachs
New York
$1.08M +$1.07M +34,282 New
ACM
19
Anfield Capital Management
California
$945K
HI
20
Harbour Investments
Wisconsin
$920K +$25.1K +807 +3%
Truist Financial
21
Truist Financial
North Carolina
$833K +$10K +321 +1%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$817K -$150K -4,817 -16%
SAW
23
Signal Advisors Wealth
Michigan
$765K -$543K -17,435 -42%
FWM
24
Foguth Wealth Management
Michigan
$765K -$392K -12,583 -34%
BIM
25
Bullseye Investment Management
Ohio
$762K +$33.4K +1,072 +5%

MARM Hedge Fund Activity: Q1 2025 in Review

78 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Max Buffer ETF March (MARM) for Q1 2025, worth a combined $67.4M — down 80% from $341M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of MARM and 7 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 24 added.

The largest buyer was Precedent Wealth Partners, opening a new position worth an estimated $2.05M. The largest seller was Commonwealth Equity Services, cutting an estimated $5.34M.

  • 78 institutional investors held FT Vest US Equity Max Buffer ETF March (MARM) as of Q1 2025, down from 79 in Q4 2024.
  • Funds reported $67.4M of FT Vest US Equity Max Buffer ETF March stock for Q1 2025, down 80% quarter-over-quarter.
  • 7 funds opened new FT Vest US Equity Max Buffer ETF March positions in Q1 2025 and 8 closed out, a net change of -1 holder.
  • The largest FT Vest US Equity Max Buffer ETF March buyer in Q1 2025 was Precedent Wealth Partners, an estimated $2.05M added.
  • The largest FT Vest US Equity Max Buffer ETF March seller in Q1 2025 was Commonwealth Equity Services, an estimated $5.34M sold.

Based on aggregated 13F filings for Q1 2025.