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FT Vest US Equity Max Buffer ETF March

81 hedge funds and large institutions have $79.5M 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

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

18% more capital invested

Capital invested by funds: $67.4M → $79.5M (+$12.1M)

4.97% more ownership

Funds ownership: 53.97%58.94% (+5%)

4% more funds holding

Funds holding: 7881 (+3)

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
81
Holders Change
+3
Holders Change %
+3.85%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
18
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IP
1
Ignite Planners
California
$8.95M
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7.16M -$17.5K -553 -0.2%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$5.59M +$731K +23,157 +15%
First Trust Advisors
4
First Trust Advisors
Illinois
$5.38M +$5.29M +167,444 New
BCM
5
Brookstone Capital Management
Illinois
$3.55M +$1.26M +39,851 +56%
PWP
6
Precedent Wealth Partners
Texas
$3.24M +$1.1M +34,782 +53%
KAS
7
Kestra Advisory Services
Texas
$3.01M +$133K +4,226 +5%
CAS
8
Coppell Advisory Solutions
Texas
$2.9M -$22.6K -715 -0.8%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$2.08M
CPP
10
Capasso Planning Partners
South Carolina
$1.98M +$1.95M +61,676 New
NA
11
NewEdge Advisors
Louisiana
$1.96M +$716K +22,690 +59%
TWP
12
Triad Wealth Partners
Kansas
$1.89M +$1.86M +58,893 New
KWA
13
Kingswood Wealth Advisors
California
$1.61M -$20.9K -663 -1%
MA
14
Mutual Advisors
Nebraska
$1.35M +$50.5K +1,600 +4%
MFS
15
Madrona Financial Services
Washington
$1.32M +$101K +3,200 +8%
CAM
16
Cresset Asset Management
Illinois
$1.31M -$257K -8,140 -17%
MSFS
17
Main Street Financial Solutions
Pennsylvania
$1.19M
IA
18
IFP Advisors
Florida
$1.19M -$149K -4,718 -11%
HI
19
Harbour Investments
Wisconsin
$1.05M +$110K +3,491 +12%
ACM
20
Anfield Capital Management
California
$968K
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$951K +$112K +3,556 +14%
AI
22
Atria Investments
North Carolina
$850K +$836K +26,469 New
Truist Financial
23
Truist Financial
North Carolina
$848K -$5.24K -166 -0.6%
DFP
24
Defined Financial Planning
California
$826K +$811K +25,690 New
LPL Financial
25
LPL Financial
California
$814K +$60K +1,901 +8%

MARM Hedge Fund Activity: Q2 2025 in Review

81 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Max Buffer ETF March (MARM) for Q2 2025, worth a combined $79.5M — up 18% from $67.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new MARM positions and 9 closed out — a net gain of 4 holders — while 18 added to existing stakes and 27 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $5.29M. The largest seller was Atria Wealth Solutions, exiting entirely with an estimated $1.53M sold.

  • 81 institutional investors held FT Vest US Equity Max Buffer ETF March (MARM) as of Q2 2025, up from 78 in Q1 2025.
  • Funds reported $79.5M of FT Vest US Equity Max Buffer ETF March stock for Q2 2025, up 18% quarter-over-quarter.
  • 13 funds opened new FT Vest US Equity Max Buffer ETF March positions in Q2 2025 and 9 closed out, a net change of +4 holders.
  • The largest FT Vest US Equity Max Buffer ETF March buyer in Q2 2025 was First Trust Advisors, an estimated $5.29M added.
  • The largest FT Vest US Equity Max Buffer ETF March seller in Q2 2025 was Atria Wealth Solutions, an estimated $1.53M sold.

Based on aggregated 13F filings for Q2 2025.