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FT Vest US Equity Buffer & Premium Income ETF March

23 hedge funds and large institutions have $24.9M invested in FT Vest US Equity Buffer & Premium Income ETF March in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

21% more funds holding

Funds holding: 1923 (+4)

2.66% more ownership

Funds ownership: 78.03%80.69% (+2.7%)

7% less capital invested

Capital invested by funds: $26.8M → $24.9M (-$1.83M)

Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$13.6M -$2.65M -85,424 -16%
SI
2
Stephens Inc
Arkansas
$3.17M +$310K +10,001 +11%
ARG
3
Advisory Resource Group
Oklahoma
$891K +$115K +3,721 +15%
CP
4
Castleview Partners
Texas
$846K +$67.3K +2,171 +9%
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$840K +$219K +7,053 +35%
KAS
6
Kestra Advisory Services
Texas
$780K +$15.1K +488 +2%
LI
7
LVZ Inc
Michigan
$501K +$502K +16,215 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$458K +$459K +14,824 New
MML Investors Services
9
MML Investors Services
Massachusetts
$453K -$56.1K -1,810 -11%
AWM
10
Accel Wealth Management
Iowa
$440K +$24K +776 +6%
OMC
11
Old Mission Capital
Illinois
$409K -$1.07M -34,387 -72%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$379K +$59.2K +1,910 +18%
TWP
13
Triad Wealth Partners
Kansas
$318K -$239K -7,718 -43%
FFN
14
Focus Financial Network
Minnesota
$315K -$14.9K -480 -4%
HI
15
Harbour Investments
Wisconsin
$300K +$300K +9,695 New
HP
16
Holistic Planning
Texas
$266K +$266K +8,598 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$239K +$4.99K +161 +2%
Jane Street
18
Jane Street
New York
$218K +$218K +7,038 New
Citadel Advisors
19
Citadel Advisors
Florida
$202K +$202K +6,533 New
Barclays
20
Barclays
United Kingdom
$199K
CIAS
21
Capital Investment Advisory Services
North Carolina
$52.5K
FFA
22
Farther Finance Advisors
California
$18.5K -$76.1K -2,457 -80%
UBS Group
23
UBS Group
Switzerland
$7.54K +$4.99K +161 +194%
FPWM
24
FSB Premier Wealth Management
Iowa
-$201K -6,435 Closed
Osaic Holdings
25
Osaic Holdings
Arizona
-$65.8K -2,109 Closed

XIMR Hedge Fund Activity: Q1 2026 in Review

23 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer & Premium Income ETF March (XIMR) for Q1 2026, worth a combined $24.9M — down 6.8% from $26.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new XIMR positions and 2 closed out — a net gain of 4 holders — while 9 added to existing stakes and 6 trimmed.

The largest buyer was LVZ Inc, opening a new position worth an estimated $502K. The largest seller was Cetera Investment Advisers, cutting an estimated $2.65M.

  • 23 institutional investors held FT Vest US Equity Buffer & Premium Income ETF March (XIMR) as of Q1 2026, up from 19 in Q4 2025.
  • Funds reported $24.9M of FT Vest US Equity Buffer & Premium Income ETF March stock for Q1 2026, down 6.8% quarter-over-quarter.
  • 6 funds opened new FT Vest US Equity Buffer & Premium Income ETF March positions in Q1 2026 and 2 closed out, a net change of +4 holders.
  • The largest FT Vest US Equity Buffer & Premium Income ETF March buyer in Q1 2026 was LVZ Inc, an estimated $502K added.
  • The largest FT Vest US Equity Buffer & Premium Income ETF March seller in Q1 2026 was Cetera Investment Advisers, an estimated $2.65M sold.

Based on aggregated 13F filings for Q1 2026.