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FT Vest International Equity Moderate Buffer ETF March

58 hedge funds and large institutions have $74.7M invested in FT Vest International Equity Moderate Buffer ETF March in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

14% more funds holding

Funds holding: 5158 (+7)

5.6% more ownership

Funds ownership: 71.57%77.17% (+5.6%)

5% more capital invested

Capital invested by funds: $71.1M → $74.7M (+$3.58M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

29% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 17

Holders
58
Holders Change
+7
Holders Change %
+13.73%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
12
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MW
1
Maia Wealth
Colorado
$9.84M +$7.07M +303,116 +236%
Raymond James Financial
2
Raymond James Financial
Florida
$9.82M +$10.1M +430,702 New
MOS
3
MGO One Seven
Ohio
$8.11M -$125K -5,349 -1%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$6.35M -$989K -42,394 -13%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.51M -$135K -5,792 -2%
Osaic Holdings
6
Osaic Holdings
Arizona
$4.46M -$1.1M -46,959 -19%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$4.46M +$74.3K +3,185 +2%
LCWP
8
Legacy Capital Wealth Partners
Arkansas
$4.45M -$1.58M -67,574 -26%
LWM
9
Lionshead Wealth Management
New York
$3.54M +$3.62M +155,208 New
IF
10
Integrity Financial
Wyoming
$1.67M -$176K -7,558 -9%
LA
11
LM Advisors
California
$1.36M +$228K +9,790 +20%
VWA
12
Visionary Wealth Advisors
Illinois
$1.32M
Citadel Advisors
13
Citadel Advisors
Florida
$713K +$730K +31,294 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$652K +$269K +11,546 +68%
AWS
15
Atria Wealth Solutions
New York
$588K +$10.9K +466 +2%
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$583K +$10.9K +466 +2%
IFS
17
Ifrah Financial Services
Arkansas
$575K +$12.1K +520 +2%
CA
18
Claro Advisors
Massachusetts
$530K -$8.17K -350 -1%
MSFS
19
Main Street Financial Solutions
Pennsylvania
$483K
CPA
20
Clear Point Advisors
New York
$460K
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$439K -$4.22M -180,857 -90%
ASN
22
Advisory Services Network
Georgia
$434K +$444K +19,041 New
MWM
23
Maltin Wealth Management
New Jersey
$424K +$434K +18,604 New
IA
24
IFP Advisors
Florida
$395K -$27.3K -1,169 -6%
Goldman Sachs
25
Goldman Sachs
New York
$393K +$402K +17,241 New

YMAR Hedge Fund Activity: Q4 2024 in Review

58 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest International Equity Moderate Buffer ETF March (YMAR) for Q4 2024, worth a combined $74.7M — up 5% from $71.1M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new YMAR positions and 3 closed out — a net gain of 11 holders — while 12 added to existing stakes and 17 trimmed.

The largest buyer was Maia Wealth, adding an estimated $7.07M. The largest seller was Rockefeller Capital Management, cutting an estimated $4.22M.

  • 58 institutional investors held FT Vest International Equity Moderate Buffer ETF March (YMAR) as of Q4 2024, up from 51 in Q3 2024.
  • Funds reported $74.7M of FT Vest International Equity Moderate Buffer ETF March stock for Q4 2024, up 5% quarter-over-quarter.
  • 14 funds opened new FT Vest International Equity Moderate Buffer ETF March positions in Q4 2024 and 3 closed out, a net change of +11 holders.
  • The largest FT Vest International Equity Moderate Buffer ETF March buyer in Q4 2024 was Maia Wealth, an estimated $7.07M added.
  • The largest FT Vest International Equity Moderate Buffer ETF March seller in Q4 2024 was Rockefeller Capital Management, an estimated $4.22M sold.

Based on aggregated 13F filings for Q4 2024.