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FT Vest Growth-100 Buffer ETF March

52 hedge funds and large institutions have $76.5M invested in FT Vest Growth-100 Buffer ETF March in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 5352 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

26.13% less ownership

Funds ownership: 61.04%34.91% (-26%)

34% less capital invested

Capital invested by funds: $117M → $76.5M (-$40.1M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

75% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 28

Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
6
Increased
7
Reduced
28
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$753K -$353K -14,221 -33%
KAS
27
Kestra Advisory Services
Texas
$739K -$77.4K -3,118 -10%
BTWM
28
Baker Tilly Wealth Management
Wisconsin
$593K -$14.9K -600 -3%
MML Investors Services
29
MML Investors Services
Massachusetts
$588K -$4.66K -188 -0.8%
1SB
30
1ST Source Bank
Indiana
$577K
DFA
31
DHJJ Financial Advisors
Illinois
$450K -$30.4K -1,226 -7%
LNC
32
Lincoln National Corp
Pennsylvania
$417K -$620 -25 -0.2%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$369K +$357K +14,393 New
SOS
34
Silver Oak Securities
Tennessee
$336K +$12.5K +502 +4%
DIM
35
Delta Investment Management
California
$307K -$19.6K -790 -6%
CPRC
36
Consolidated Portfolio Review Corp
New York
$302K
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$291K -$9.15K -369 -3%
AWM
38
AE Wealth Management
Kansas
$281K -$3.76M -151,465 -93%
KWS
39
Keystone Wealth Services
California
$263K
IA
40
IFP Advisors
Florida
$262K -$18.7K -755 -7%
KPWS
41
Kestra Private Wealth Services
Texas
$242K
OIA
42
OneDigital Investment Advisors
Kansas
$212K -$105K -4,250 -34%
GRP
43
Global Retirement Partners
California
$163K -$901K -36,306 -85%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$149K -$440K -17,725 -75%
CFGS
45
Concourse Financial Group Securities
Alabama
$139K
UBS Group
46
UBS Group
Switzerland
$127K +$122K +4,936 New
Bank of America
47
Bank of America
North Carolina
$46K
WWMSC
48
Wagner Wealth Management (South Carolina)
South Carolina
$21.9K
SWA
49
SOA Wealth Advisors
New York
$14.7K
CAL
50
Capital Analysts LLC
Pennsylvania
$14K

QMAR Hedge Fund Activity: Q4 2023 in Review

52 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest Growth-100 Buffer ETF March (QMAR) for Q4 2023, worth a combined $76.5M — down 34% from $117M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of QMAR and 6 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 7 added.

The largest buyer was Regal Investment Advisors, opening a new position worth an estimated $2.17M. The largest seller was O'Donnell Financial Services, cutting an estimated $29.7M.

  • 52 institutional investors held FT Vest Growth-100 Buffer ETF March (QMAR) as of Q4 2023, down from 53 in Q3 2023.
  • Funds reported $76.5M of FT Vest Growth-100 Buffer ETF March stock for Q4 2023, down 34% quarter-over-quarter.
  • 6 funds opened new FT Vest Growth-100 Buffer ETF March positions in Q4 2023 and 7 closed out, a net change of -1 holder.
  • The largest FT Vest Growth-100 Buffer ETF March buyer in Q4 2023 was Regal Investment Advisors, an estimated $2.17M added.
  • The largest FT Vest Growth-100 Buffer ETF March seller in Q4 2023 was O'Donnell Financial Services, an estimated $29.7M sold.

Based on aggregated 13F filings for Q4 2023.