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FT Vest Growth-100 Buffer ETF March

53 hedge funds and large institutions have $117M invested in FT Vest Growth-100 Buffer ETF March in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9.69% less ownership

Funds ownership: 70.74%61.04% (-9.7%)

10% less funds holding

Funds holding: 5953 (-6)

20% less capital invested

Capital invested by funds: $146M → $117M (-$29.2M)

43% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 21

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
53
Holders Change
-6
Holders Change %
-10.17%
% of All Funds
0.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
12
Reduced
21
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ODFS
1
O'Donnell Financial Services
California
$38.8M -$844K -34,942 -2%
Truist Financial
2
Truist Financial
North Carolina
$7.61M -$224K -9,277 -3%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.99M -$63K -2,608 -1%
KCM
4
Kaye Capital Management
California
$5.65M -$292K -12,088 -5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.06M +$769K +31,827 +18%
Osaic Holdings
6
Osaic Holdings
Arizona
$4.42M -$5.72M -236,662 -56%
CA
7
Cetera Advisors
Colorado
$4.35M +$227K +9,398 +5%
AWM
8
AE Wealth Management
Kansas
$3.9M -$1.74M -71,904 -31%
RA
9
RiverTree Advisors
Florida
$3.46M -$227K -9,408 -6%
SW
10
SMART Wealth
Nebraska
$2.98M +$1.91M +79,062 +176%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.77M -$8.61M -356,500 -76%
LPL Financial
12
LPL Financial
California
$2.31M +$1.73M +71,622 +294%
SDH
13
Sloy Dahl & Holst
Washington
$2.09M
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$2.05M
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.95M +$473K +19,572 +32%
JP Morgan Chase
16
JP Morgan Chase
New York
$1.72M +$1.73M +71,518 New
HI
17
Harbour Investments
Wisconsin
$1.39M -$70.8K -2,930 -5%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.3M -$3.07M -127,259 -70%
NA
19
NewEdge Advisors
Louisiana
$1.23M +$269K +11,153 +28%
Goldman Sachs
20
Goldman Sachs
New York
$1.14M +$1.14M +47,245 New
CAN
21
Cetera Advisor Networks
California
$1.05M -$907K -37,550 -46%
GRP
22
Global Retirement Partners
California
$1.03M +$797 +33 +0.1%
Mariner
23
Mariner
Kansas
$952K -$22.7K -940 -2%
SPIA
24
Steward Partners Investment Advisory
New York
$897K
AWA
25
Arkadios Wealth Advisors
Georgia
$897K +$902K +37,322 New

QMAR Hedge Fund Activity: Q3 2023 in Review

53 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in FT Vest Growth-100 Buffer ETF March (QMAR) for Q3 2023, worth a combined $117M — down 20% from $146M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of QMAR and 6 opened new positions — a net loss of 6 holders — while 21 trimmed existing stakes and 12 added.

The largest buyer was SMART Wealth, adding an estimated $1.91M. The largest seller was Legacy CG, exiting entirely with an estimated $9.41M sold.

  • 53 institutional investors held FT Vest Growth-100 Buffer ETF March (QMAR) as of Q3 2023, down from 59 in Q2 2023.
  • Funds reported $117M of FT Vest Growth-100 Buffer ETF March stock for Q3 2023, down 20% quarter-over-quarter.
  • 6 funds opened new FT Vest Growth-100 Buffer ETF March positions in Q3 2023 and 12 closed out, a net change of -6 holders.
  • The largest FT Vest Growth-100 Buffer ETF March buyer in Q3 2023 was SMART Wealth, an estimated $1.91M added.
  • The largest FT Vest Growth-100 Buffer ETF March seller in Q3 2023 was Legacy CG, an estimated $9.41M sold.

Based on aggregated 13F filings for Q3 2023.