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FT Vest International Equity Moderate Buffer ETF March

29 hedge funds and large institutions have $24.2M invested in FT Vest International Equity Moderate Buffer ETF March in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 3

81% more funds holding

Funds holding: 1629 (+13)

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

30% more capital invested

Capital invested by funds: $18.7M → $24.2M (+$5.57M)

50.23% less ownership

Funds ownership: 111.25%61.03% (-50%)

Holders
29
Holders Change
+13
Holders Change %
+81.25%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
6
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
1
MGO One Seven
Ohio
$7.4M +$7.07M +357,803 New
AWM
2
AE Wealth Management
Kansas
$3.5M +$3.34M +168,923 New
CA
3
Cetera Advisors
Colorado
$2.91M -$29.2K -1,479 -1%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.37M +$1.31M +66,207 New
VWA
5
Visionary Wealth Advisors
Illinois
$1.11M +$1.06M +53,808 New
Osaic Holdings
6
Osaic Holdings
Arizona
$888K +$349K +17,671 +70%
KAS
7
Kestra Advisory Services
Texas
$883K +$843K +42,682 New
MSFS
8
Main Street Financial Solutions
Pennsylvania
$795K -$61.8K -3,130 -8%
CAN
9
Cetera Advisor Networks
California
$762K +$728K +36,824 New
GSAM
10
Grant Street Asset Management
Pennsylvania
$578K +$207K +10,455 +60%
HI
11
Harbour Investments
Wisconsin
$503K +$16.9K +855 +4%
CA
12
Claro Advisors
Massachusetts
$478K +$13.8K +697 +3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$410K +$392K +19,836 New
ARG
14
Advisory Resource Group
Oklahoma
$332K
IA
15
IFP Advisors
Florida
$304K -$10.5M -532,230 -97%
FFA
16
Fragasso Financial Advisors
Pennsylvania
$294K
JIP
17
Jaffetilchin Investment Partners
Florida
$287K +$274K +13,850 New
AWS
18
Atria Wealth Solutions
New York
$278K +$266K +13,457 New
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$267K +$255K +12,920 New
RJA
20
Raymond James & Associates
Florida
$246K +$235K +11,894 New
HAS
21
HBW Advisory Services
California
$219K +$209K +10,586 New
AA
22
AlphaMark Advisors
Kentucky
$200K +$191K +9,650 New
JP Morgan Chase
23
JP Morgan Chase
New York
$64.6K +$61.7K +3,124 New
SPIA
24
Steward Partners Investment Advisory
New York
$40.5K +$9.01K +456 +30%
ASN
25
Advisory Services Network
Georgia
$37.7K +$36K +1,820 New

YMAR Hedge Fund Activity: Q1 2023 in Review

29 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FT Vest International Equity Moderate Buffer ETF March (YMAR) for Q1 2023, worth a combined $24.2M — up 30% from $18.7M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new YMAR positions and 3 closed out — a net gain of 13 holders — while 6 added to existing stakes and 4 trimmed.

The largest buyer was MGO One Seven, opening a new position worth an estimated $7.07M. The largest seller was IFP Advisors, cutting an estimated $10.5M.

  • 29 institutional investors held FT Vest International Equity Moderate Buffer ETF March (YMAR) as of Q1 2023, up from 16 in Q4 2022.
  • Funds reported $24.2M of FT Vest International Equity Moderate Buffer ETF March stock for Q1 2023, up 30% quarter-over-quarter.
  • 16 funds opened new FT Vest International Equity Moderate Buffer ETF March positions in Q1 2023 and 3 closed out, a net change of +13 holders.
  • The largest FT Vest International Equity Moderate Buffer ETF March buyer in Q1 2023 was MGO One Seven, an estimated $7.07M added.
  • The largest FT Vest International Equity Moderate Buffer ETF March seller in Q1 2023 was IFP Advisors, an estimated $10.5M sold.

Based on aggregated 13F filings for Q1 2023.