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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
ODFS
1
O'Donnell Financial Services
California
$10.7M -$29.7M -1,198,070 -74%
Truist Financial
2
Truist Financial
North Carolina
$7.81M -$294K -11,851 -4%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$6.32M -$68.3K -2,753 -1%
KCM
4
Kaye Capital Management
California
$5.8M -$261K -10,504 -4%
Osaic Holdings
5
Osaic Holdings
Arizona
$4.02M -$667K -26,903 -15%
RA
6
RiverTree Advisors
Florida
$3.8M +$104K +4,204 +3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.34M -$1.99M -80,119 -38%
LPL Financial
8
LPL Financial
California
$3.29M +$804K +32,422 +34%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$2.98M +$24.7K +994 +0.9%
RIA
10
Regal Investment Advisors
Michigan
$2.24M +$2.17M +87,345 New
CA
11
Cetera Advisors
Colorado
$2.24M -$2.33M -93,801 -52%
SDH
12
Sloy Dahl & Holst
Washington
$2.21M -$22.9K -925 -1%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$2.16M -$24.8K -1,000 -1%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.55M -$513K -20,665 -25%
HI
15
Harbour Investments
Wisconsin
$1.16M -$307K -12,393 -21%
NA
16
NewEdge Advisors
Louisiana
$1.16M -$159K -6,396 -12%
Mariner
17
Mariner
Kansas
$1.02M +$6.7K +270 +0.7%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$992K -$379K -15,264 -28%
SPIA
19
Steward Partners Investment Advisory
New York
$943K -$13.6K -550 -1%
SFS
20
Sowell Financial Services
Arkansas
$931K +$921K +37,111 New
AWA
21
Arkadios Wealth Advisors
Georgia
$882K -$72.1K -2,904 -8%
MSFS
22
Main Street Financial Solutions
Pennsylvania
$872K
AWS
23
Atria Wealth Solutions
New York
$847K +$96.9K +3,906 +13%
OMC
24
Old Mission Capital
Illinois
$819K +$171K +6,906 +28%
1W
25
1776 Wealth
Georgia
$758K

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.