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FT Vest International Equity Moderate Buffer ETF March

42 hedge funds and large institutions have $46.7M invested in FT Vest International Equity Moderate Buffer ETF March in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $46.3M → $46.7M (+$403K)

0% more funds holding

Funds holding: 4242 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

9.45% less ownership

Funds ownership: 79.96%70.52% (-9.4%)

65% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 20

Holders
42
Holders Change
Holders Change %
0%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
7
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
Spire Wealth Management
Virginia
$281K
IA
27
IFP Advisors
Florida
$273K -$38.3K -1,845 -13%
HI
28
Harbour Investments
Wisconsin
$251K +$6.22K +300 +3%
AWA
29
Arkadios Wealth Advisors
Georgia
$248K -$56.5K -2,726 -20%
JIP
30
Jaffetilchin Investment Partners
Florida
$231K -$51.8K -2,500 -19%
AA
31
AlphaMark Advisors
Kentucky
$222K -$130K -6,290 -39%
LPL Financial
32
LPL Financial
California
$215K -$37.4K -1,802 -16%
NA
33
NewEdge Advisors
Louisiana
$209K -$208K -10,017 -51%
DFA
34
DHJJ Financial Advisors
Illinois
$123K -$12.4K -600 -10%
PS
35
Principal Securities
Iowa
$62.7K +$58.9K +2,838 New
SPIA
36
Steward Partners Investment Advisory
New York
$43.2K
SS
37
Sunbelt Securities
Texas
$28.7K
Wells Fargo
38
Wells Fargo
California
$16.6K +$15.5K +749 New
CAL
39
Capital Analysts LLC
Pennsylvania
$13K
IHWM
40
Iron Horse Wealth Management
Iowa
$12.1K
UBS Group
41
UBS Group
Switzerland
$12K -$30.5K -1,469 -73%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$5K
AWM
43
AE Wealth Management
Kansas
-$4.98M -245,076 Closed
JP Morgan Chase
44
JP Morgan Chase
New York
-$839K -41,260 Closed
ARG
45
Advisory Resource Group
Oklahoma
-$327K -16,064 Closed
GS
46
GTS Securities
New York
-$290K -14,272 Closed
CSPIA
47
Cary Street Partners Investment Advisory
Virginia
-$9.66K -475 Closed

YMAR Hedge Fund Activity: Q4 2023 in Review

42 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest International Equity Moderate Buffer ETF March (YMAR) for Q4 2023, worth a combined $46.7M — up 0.87% from $46.3M a quarter earlier.

Fund positioning in YMAR was balanced in Q4 2023: 5 funds opened new positions, 5 closed out, 7 added to existing stakes and 20 trimmed.

The largest buyer was Legacy Capital Wealth Partners, opening a new position worth an estimated $4.81M. The largest seller was AE Wealth Management, exiting entirely with an estimated $4.98M sold.

  • 42 institutional investors held FT Vest International Equity Moderate Buffer ETF March (YMAR) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $46.7M of FT Vest International Equity Moderate Buffer ETF March stock for Q4 2023, up 0.87% quarter-over-quarter.
  • 5 funds opened new FT Vest International Equity Moderate Buffer ETF March positions in Q4 2023 and 5 closed out, a net change of 0 holders.
  • The largest FT Vest International Equity Moderate Buffer ETF March buyer in Q4 2023 was Legacy Capital Wealth Partners, an estimated $4.81M added.
  • The largest FT Vest International Equity Moderate Buffer ETF March seller in Q4 2023 was AE Wealth Management, an estimated $4.98M sold.

Based on aggregated 13F filings for Q4 2023.