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FT Vest International Equity Moderate Buffer ETF March

44 hedge funds and large institutions have $46.7M invested in FT Vest International Equity Moderate Buffer ETF March in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

5% more funds holding

Funds holding: 4244 (+2)

0% less capital invested

Capital invested by funds: $46.7M → $46.7M (-$62.7K)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

3.36% less ownership

Funds ownership: 70.52%67.16% (-3.4%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
14
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
1
MGO One Seven
Ohio
$8.52M +$207K +9,247 +3%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$6.54M -$123K -5,490 -2%
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$3.88M +$83.6K +3,740 +2%
Osaic Holdings
4
Osaic Holdings
Arizona
$3.45M +$410K +18,339 +14%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.1M +$547K +24,471 +22%
GSAM
6
Grant Street Asset Management
Pennsylvania
$2.67M -$2.11M -94,248 -45%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$2.18M +$1.33M +59,477 +172%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.18M +$420K +18,776 +25%
IF
9
Integrity Financial
Wyoming
$1.84M +$1.77M +79,399 New
VWA
10
Visionary Wealth Advisors
Illinois
$1.36M -$5.07K -227 -0.4%
RJA
11
Raymond James & Associates
Florida
$1.3M +$944K +42,250 +307%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$979K +$944K +42,245 New
CAN
13
Cetera Advisor Networks
California
$808K +$56.6K +2,534 +8%
MSFS
14
Main Street Financial Solutions
Pennsylvania
$624K -$121K -5,400 -17%
IFS
15
Ifrah Financial Services
Arkansas
$585K +$64.6K +2,893 +13%
CA
16
Claro Advisors
Massachusetts
$560K -$80.4K -3,600 -13%
CPA
17
Clear Point Advisors
New York
$468K
CA
18
Cetera Advisors
Colorado
$462K -$628K -28,119 -59%
AWS
19
Atria Wealth Solutions
New York
$432K +$19.1K +855 +5%
Envestnet Portfolio Solutions
20
Envestnet Portfolio Solutions
Illinois
$432K +$19.1K +855 +5%
CAM
21
Cresset Asset Management
Illinois
$413K +$398K +17,818 New
KPWS
22
Kestra Private Wealth Services
Texas
$384K -$3.35K -150 -0.9%
LPL Financial
23
LPL Financial
California
$354K +$124K +5,545 +57%
HI
24
Harbour Investments
Wisconsin
$353K +$86.3K +3,863 +34%
Mariner
25
Mariner
Kansas
$269K -$143K -6,385 -35%

YMAR Hedge Fund Activity: Q1 2024 in Review

44 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest International Equity Moderate Buffer ETF March (YMAR) for Q1 2024, worth a combined $46.7M — down 0.13% from $46.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new YMAR positions and 7 closed out — a net gain of 2 holders — while 14 added to existing stakes and 15 trimmed.

The largest buyer was Integrity Financial, opening a new position worth an estimated $1.77M. The largest seller was Legacy Capital Wealth Partners, exiting entirely with an estimated $5.12M sold.

  • 44 institutional investors held FT Vest International Equity Moderate Buffer ETF March (YMAR) as of Q1 2024, up from 42 in Q4 2023.
  • Funds reported $46.7M of FT Vest International Equity Moderate Buffer ETF March stock for Q1 2024, down 0.13% quarter-over-quarter.
  • 9 funds opened new FT Vest International Equity Moderate Buffer ETF March positions in Q1 2024 and 7 closed out, a net change of +2 holders.
  • The largest FT Vest International Equity Moderate Buffer ETF March buyer in Q1 2024 was Integrity Financial, an estimated $1.77M added.
  • The largest FT Vest International Equity Moderate Buffer ETF March seller in Q1 2024 was Legacy Capital Wealth Partners, an estimated $5.12M sold.

Based on aggregated 13F filings for Q1 2024.