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FT Vest International Equity Moderate Buffer ETF March

42 hedge funds and large institutions have $46.3M invested in FT Vest International Equity Moderate Buffer ETF March in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

9.76% more ownership

Funds ownership: 70.21%79.96% (+9.8%)

2% more funds holding

Funds holding: 4142 (+1)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

15% less capital invested

Capital invested by funds: $54.4M → $46.3M (-$8.02M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
12
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GS
26
GTS Securities
New York
$290K +$7.14K +340 +2%
FFA
27
Fragasso Financial Advisors
Pennsylvania
$289K
IA
28
IFP Advisors
Florida
$289K -$6.7K -319 -2%
AWA
29
Arkadios Wealth Advisors
Georgia
$284K +$293K +13,959 New
SWM
30
Spire Wealth Management
Virginia
$264K -$113K -5,402 -29%
JIP
31
Jaffetilchin Investment Partners
Florida
$263K -$75.6K -3,600 -22%
RJA
32
Raymond James & Associates
Florida
$248K +$6.78K +323 +3%
LPL Financial
33
LPL Financial
California
$234K +$242K +11,527 New
HI
34
Harbour Investments
Wisconsin
$225K
DFA
35
DHJJ Financial Advisors
Illinois
$126K +$130K +6,175 New
UBS Group
36
UBS Group
Switzerland
$40.9K +$42.3K +2,013 New
SPIA
37
Steward Partners Investment Advisory
New York
$39.8K
SS
38
Sunbelt Securities
Texas
$26.4K
CAL
39
Capital Analysts LLC
Pennsylvania
$12K
IHWM
40
Iron Horse Wealth Management
Iowa
$11.1K +$11.5K +546 New
CSPIA
41
Cary Street Partners Investment Advisory
Virginia
$9.66K
BFEC
42
Benjamin F. Edwards & Company
Missouri
$5K
LC
43
Legacy CG
Texas
-$8.91M -420,211 Closed
KAS
44
Kestra Advisory Services
Texas
-$997K -46,991 Closed
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
-$459K -21,639 Closed
Goldman Sachs
46
Goldman Sachs
New York
-$346K -16,333 Closed
HAS
47
HBW Advisory Services
California
-$243K -11,437 Closed
PCG
48
Prosperity Consulting Group
Maryland
-$218K -10,281 Closed
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
-$213K -10,046 Closed

YMAR Hedge Fund Activity: Q3 2023 in Review

42 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in FT Vest International Equity Moderate Buffer ETF March (YMAR) for Q3 2023, worth a combined $46.3M — down 15% from $54.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new YMAR positions and 7 closed out — a net gain of 1 holder — while 12 added to existing stakes and 12 trimmed.

The largest buyer was Rockefeller Capital Management, opening a new position worth an estimated $3.65M. The largest seller was Legacy CG, exiting entirely with an estimated $8.91M sold.

  • 42 institutional investors held FT Vest International Equity Moderate Buffer ETF March (YMAR) as of Q3 2023, up from 41 in Q2 2023.
  • Funds reported $46.3M of FT Vest International Equity Moderate Buffer ETF March stock for Q3 2023, down 15% quarter-over-quarter.
  • 8 funds opened new FT Vest International Equity Moderate Buffer ETF March positions in Q3 2023 and 7 closed out, a net change of +1 holder.
  • The largest FT Vest International Equity Moderate Buffer ETF March buyer in Q3 2023 was Rockefeller Capital Management, an estimated $3.65M added.
  • The largest FT Vest International Equity Moderate Buffer ETF March seller in Q3 2023 was Legacy CG, an estimated $8.91M sold.

Based on aggregated 13F filings for Q3 2023.