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FT Vest US Equity Buffer & Premium Income ETF March

23 hedge funds and large institutions have $30.7M invested in FT Vest US Equity Buffer & Premium Income ETF March in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
+11
Holders Change %
+91.67%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
6
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$22.4M +$4.7M +150,442 +27%
FIA
2
Foundations Investment Advisors
Arizona
$982K +$982K +31,453 New
ARG
3
Advisory Resource Group
Oklahoma
$783K +$783K +25,091 New
CP
4
Castleview Partners
Texas
$754K +$5.15K +165 +0.7%
KAS
5
Kestra Advisory Services
Texas
$672K +$173K +5,550 +35%
FFN
6
Focus Financial Network
Minnesota
$609K +$609K +19,509 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$600K +$600K +19,238 New
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$502K -$224K -7,172 -31%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$490K +$33.1K +1,061 +7%
AWM
10
Accel Wealth Management
Iowa
$439K +$173K +5,547 +65%
CPRC
11
Consolidated Portfolio Review Corp
New York
$328K +$328K +10,504 New
LMKC
12
L.M. Kohn & Company
Ohio
$307K +$307K +9,825 New
FPWM
13
FSB Premier Wealth Management
Iowa
$304K -$16.4K -525 -5%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$281K +$281K +9,017 New
First Trust Advisors
15
First Trust Advisors
Illinois
$260K +$260K +8,317 New
OMC
16
Old Mission Capital
Illinois
$212K +$212K +6,798 New
MML Investors Services
17
MML Investors Services
Massachusetts
$209K +$209K +6,700 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$203K -$10.6K -340 -5%
Barclays
19
Barclays
United Kingdom
$149K
FFA
20
Farther Finance Advisors
California
$98.3K +$74.2K +2,377 +307%
Osaic Holdings
21
Osaic Holdings
Arizona
$72.2K +$72.2K +2,313 New
CIAS
22
Capital Investment Advisory Services
North Carolina
$53.1K
Morgan Stanley
23
Morgan Stanley
New York
$6.15K +$6.15K +197 New
UBS Group
24
UBS Group
Switzerland
-$31K -1,007 Closed