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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
MOS
1
MGO One Seven
Ohio
$7.92M -$58.9K -2,842 -0.8%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$6.36M +$9.48K +457 +0.2%
LCWP
3
Legacy Capital Wealth Partners
Arkansas
$5.12M +$4.81M +231,737 New
GSAM
4
Grant Street Asset Management
Pennsylvania
$4.63M -$582K -28,063 -12%
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$3.62M -$206K -9,942 -6%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.89M -$280K -13,502 -9%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.41M -$83.2K -4,012 -4%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.66M +$550K +26,508 +54%
VWA
9
Visionary Wealth Advisors
Illinois
$1.3M
CA
10
Cetera Advisors
Colorado
$1.06M +$105K +5,063 +12%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$766K -$28.6K -1,380 -4%
MSFS
12
Main Street Financial Solutions
Pennsylvania
$715K
CAN
13
Cetera Advisor Networks
California
$714K -$2.94K -142 -0.4%
Citadel Advisors
14
Citadel Advisors
Florida
$656K
CA
15
Claro Advisors
Massachusetts
$614K -$4.62K -223 -0.8%
OMC
16
Old Mission Capital
Illinois
$510K +$478K +23,061 New
IFS
17
Ifrah Financial Services
Arkansas
$494K -$23.1K -1,115 -5%
CPA
18
Clear Point Advisors
New York
$446K +$419K +20,197 New
Jane Street
19
Jane Street
New York
$441K -$130K -6,257 -24%
Mariner
20
Mariner
Kansas
$398K -$15.8K -760 -4%
AWS
21
Atria Wealth Solutions
New York
$393K +$11.9K +576 +3%
Envestnet Portfolio Solutions
22
Envestnet Portfolio Solutions
Illinois
$393K +$11.9K +576 +3%
KPWS
23
Kestra Private Wealth Services
Texas
$370K -$1.34M -64,462 -79%
FFA
24
Fragasso Financial Advisors
Pennsylvania
$315K
RJA
25
Raymond James & Associates
Florida
$304K +$32.3K +1,556 +13%

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.