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FT Vest International Equity Moderate Buffer ETF March

51 hedge funds and large institutions have $71.1M invested in FT Vest International Equity Moderate Buffer ETF March in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $69.8M → $71.1M (+$1.28M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.16% less ownership

Funds ownership: 71.73%71.57% (-0.16%)

6% less funds holding

Funds holding: 5451 (-3)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

52% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 21

Holders
51
Holders Change
-3
Holders Change %
-5.56%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
10
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
26
Cresset Asset Management
Illinois
$379K -$51.5K -2,181 -12%
LPL Financial
27
LPL Financial
California
$357K -$10.6K -447 -3%
SPC
28
Sigma Planning Corp
Michigan
$356K +$347K +14,679 New
SWA
29
SOA Wealth Advisors
New York
$325K -$10.1K -427 -3%
KPWS
30
Kestra Private Wealth Services
Texas
$316K -$84.1K -3,560 -21%
Mariner
31
Mariner
Kansas
$298K -$354 -15 -0.1%
AWA
32
Arkadios Wealth Advisors
Georgia
$293K +$11.8K +500 +4%
AWE
33
Avidian Wealth Enterprises
Texas
$284K
FFA
34
Fragasso Financial Advisors
Pennsylvania
$266K
FIM
35
Freedom Investment Management
Connecticut
$254K +$247K +10,467 New
DI
36
Diligent Investors
California
$242K
NA
37
NewEdge Advisors
Louisiana
$238K +$590 +25 +0.3%
BCM
38
Brookstone Capital Management
Illinois
$236K +$230K +9,719 New
SWM
39
Spire Wealth Management
Virginia
$228K
KAS
40
Kestra Advisory Services
Texas
$222K -$43.3K -1,834 -17%
SDH
41
Sloy Dahl & Holst
Washington
$206K +$201K +8,500 New
DFA
42
DHJJ Financial Advisors
Illinois
$198K
UBS Group
43
UBS Group
Switzerland
$135K +$122K +5,164 +1,297%
CAL
44
Capital Analysts LLC
Pennsylvania
$75K
GRP
45
Global Retirement Partners
California
$62.3K
CFD
46
Creative Financial Designs
Indiana
$61.7K +$60K +2,542 New
FCA
47
FinTrust Capital Advisors
South Carolina
$55.5K
SPIA
48
Steward Partners Investment Advisory
New York
$47.4K
SS
49
Sunbelt Securities
Texas
$31.5K
PS
50
Principal Securities
Iowa
$22.8K

YMAR Hedge Fund Activity: Q3 2024 in Review

51 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest International Equity Moderate Buffer ETF March (YMAR) for Q3 2024, worth a combined $71.1M — up 1.8% from $69.8M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of YMAR and 8 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 10 added.

The largest buyer was Maia Wealth, opening a new position worth an estimated $3.04M. The largest seller was Harbour Investments, cutting an estimated $3.21M.

  • 51 institutional investors held FT Vest International Equity Moderate Buffer ETF March (YMAR) as of Q3 2024, down from 54 in Q2 2024.
  • Funds reported $71.1M of FT Vest International Equity Moderate Buffer ETF March stock for Q3 2024, up 1.8% quarter-over-quarter.
  • 8 funds opened new FT Vest International Equity Moderate Buffer ETF March positions in Q3 2024 and 10 closed out, a net change of -2 holders.
  • The largest FT Vest International Equity Moderate Buffer ETF March buyer in Q3 2024 was Maia Wealth, an estimated $3.04M added.
  • The largest FT Vest International Equity Moderate Buffer ETF March seller in Q3 2024 was Harbour Investments, an estimated $3.21M sold.

Based on aggregated 13F filings for Q3 2024.