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FT Vest US Equity Enhance & Moderate Buffer ETF March

75 hedge funds and large institutions have $126M invested in FT Vest US Equity Enhance & Moderate Buffer ETF March in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

22% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 27

Holders
75
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
26
Arkadios Wealth Advisors
Georgia
$1.28M
MA
27
Mutual Advisors
Nebraska
$950K
OWA
28
Octavia Wealth Advisors
Ohio
$897K
FHC
29
First Heartland Consultants
Missouri
$858K
SOS
30
Silver Oak Securities
Tennessee
$713K
CSP
31
Cary Street Partners
Virginia
$617K
LA
32
LM Advisors
California
$588K
Mariner
33
Mariner
Kansas
$573K
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$530K
QFW
35
QTR Family Wealth
Florida
$518K
AI
36
Atria Investments
North Carolina
$411K
SP
37
Sequent Planning
Nebraska
$410K
IWM
38
IMG Wealth Management
Florida
$394K
BRWA
39
B. Riley Wealth Advisors
Florida
$383K
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$368K
BIM
41
Bullseye Investment Management
Ohio
$365K
HAS
42
HBW Advisory Services
California
$346K
CPRC
43
Consolidated Portfolio Review Corp
New York
$324K
HIM
44
Hanlon Investment Management
New Jersey
$316K
LWM
45
Lakeridge Wealth Management
Ohio
$275K
RIA
46
Regal Investment Advisors
Michigan
$264K
CAM
47
Cresset Asset Management
Illinois
$258K
HP
48
Holistic Planning
Texas
$257K
MFA
49
Millington Financial Advisors
Illinois
$236K
PA
50
PFG Advisors
Arizona
$235K