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FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR

Overview Fund Activity

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
Holders
75
Holders Change
+3
Holders Change %
+4.17%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
21
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AP
Americana Partners
Texas
+$8.15M
2
IWP
Invenio Wealth Partners
Florida
+$2.77M
3
First Trust Advisors
First Trust Advisors
Illinois
+$2.33M
4
OMC
Old Mission Capital
Illinois
+$991K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$753K

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$4.73M
2
RFG
REAP Financial Group
Texas
-$1.86M
3
AA
Armis Advisers
Georgia
-$1.79M
4
VCM
Virtue Capital Management
Tennessee
-$379K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$329K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
26
Arkadios Wealth Advisors
Georgia
$1.28M -$252K -6,582 -16%
MA
27
Mutual Advisors
Nebraska
$950K -$3.86K -100 -0.4%
OWA
28
Octavia Wealth Advisors
Ohio
$897K – – –
FHC
29
First Heartland Consultants
Missouri
$858K +$257K +6,718 +43%
SOS
30
Silver Oak Securities
Tennessee
$713K +$38.7K +1,010 +6%
CSP
31
Cary Street Partners
Virginia
$617K -$1.69K -44 -0.3%
LA
32
LM Advisors
California
$588K – – –
Mariner
33
Mariner
Kansas
$573K +$106K +2,768 +23%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$530K -$48.1K -1,255 -8%
QFW
35
QTR Family Wealth
Florida
$518K -$15K -391 -3%
AI
36
Atria Investments
North Carolina
$411K +$113K +2,943 +38%
SP
37
Sequent Planning
Nebraska
$410K -$10.5K -273 -2%
IWM
38
IMG Wealth Management
Florida
$394K – – –
BRWA
39
B. Riley Wealth Advisors
Florida
$383K +$383K +10,000 New
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$368K +$109K +2,835 +42%
BIM
41
Bullseye Investment Management
Ohio
$365K – – –
HAS
42
HBW Advisory Services
California
$346K -$127K -3,312 -27%
CPRC
43
Consolidated Portfolio Review Corp
New York
$324K +$324K +8,464 New
HIM
44
Hanlon Investment Management
New Jersey
$316K +$37K +965 +13%
LWM
45
Lakeridge Wealth Management
Ohio
$275K – – –
RIA
46
Regal Investment Advisors
Michigan
$264K +$264K +6,905 New
CAM
47
Cresset Asset Management
Illinois
$258K – – –
HP
48
Holistic Planning
Texas
$257K +$36.3K +949 +16%
MFA
49
Millington Financial Advisors
Illinois
$236K +$236K +6,131 New
PA
50
PFG Advisors
Arizona
$235K +$16.5K +430 +8%
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