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FT Vest US Equity Enhance & Moderate Buffer ETF March

70 hedge funds and large institutions have $124M invested in FT Vest US Equity Enhance & Moderate Buffer ETF March in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

65% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 37

Holders
70
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.19M
DAS
27
Diversify Advisory Services
Utah
$1.14M
OWA
28
Octavia Wealth Advisors
Ohio
$935K
FHC
29
First Heartland Consultants
Missouri
$883K
MA
30
Mutual Advisors
Nebraska
$866K
SAW
31
Signal Advisors Wealth
Michigan
$757K
CSP
32
Cary Street Partners
Virginia
$643K
SOS
33
Silver Oak Securities
Tennessee
$577K
HIM
34
Hanlon Investment Management
New Jersey
$553K
Mariner
35
Mariner
Kansas
$532K
QFW
36
QTR Family Wealth
Florida
$509K
SFG
37
SageGuard Financial Group
Tennessee
$487K
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$423K
IWM
39
IMG Wealth Management
Florida
$411K
BRWA
40
B. Riley Wealth Advisors
Florida
$399K
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$391K
SP
42
Sequent Planning
Nebraska
$388K
HAS
43
HBW Advisory Services
California
$361K
LWM
44
Lakeridge Wealth Management
Ohio
$287K
RIA
45
Regal Investment Advisors
Michigan
$271K
CAM
46
Cresset Asset Management
Illinois
$269K
AI
47
Atria Investments
North Carolina
$242K
SFPG
48
Stonebridge Financial Planning Group
Florida
$216K
FPWM
49
FSB Premier Wealth Management
Iowa
$215K
HP
50
Holistic Planning
Texas
$208K