Cetera Investment Advisers Acquires 28,160 Shares of FT Vest U.S. Equity Quarterly Max Buffer ETF $SQMX

Cetera Investment Advisers grew its holdings in FT Vest U.S. Equity Quarterly Max Buffer ETF (BATS:SQMX) by 13.1% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 242,410 shares of the company’s stock after purchasing an additional 28,160 shares during the period. Cetera Investment Advisers owned about 1.94% of FT Vest U.S. Equity Quarterly Max Buffer ETF worth $8,071,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in SQMX. Hollencrest Capital Management acquired a new stake in FT Vest U.S. Equity Quarterly Max Buffer ETF in the 1st quarter valued at $46,000. Osaic Holdings Inc. bought a new stake in FT Vest U.S. Equity Quarterly Max Buffer ETF during the 2nd quarter worth about $79,000. Kestra Advisory Services LLC acquired a new position in shares of FT Vest U.S. Equity Quarterly Max Buffer ETF during the 4th quarter worth about $155,000. Legacy Wealth Managment LLC ID boosted its stake in shares of FT Vest U.S. Equity Quarterly Max Buffer ETF by 13.8% during the 4th quarter. Legacy Wealth Managment LLC ID now owns 6,133 shares of the company’s stock worth $205,000 after buying an additional 743 shares during the last quarter. Finally, Cresset Asset Management LLC bought a new position in shares of FT Vest U.S. Equity Quarterly Max Buffer ETF in the 2nd quarter valued at about $200,000.

FT Vest U.S. Equity Quarterly Max Buffer ETF Stock Up 0.3%

BATS:SQMX opened at $34.36 on Friday. The stock’s 50-day simple moving average is $34.16 and its 200 day simple moving average is $33.80. FT Vest U.S. Equity Quarterly Max Buffer ETF has a 52-week low of $32.02 and a 52-week high of $34.37.

FT Vest U.S. Equity Quarterly Max Buffer ETF Company Profile

The FT Vest U.S. Equity Quarterly Max Buffer ETF (SQMX) is an exchange-traded fund that mostly invests in large cap equity. The fund aims to deliver returns that match the SPDR S&P 500 ETF Trust price performance up to a set upside cap, while providing a dynamic buffer of 5% or 7.5% against losses over a three-month period. The fund employs FLEX options to implement this strategy and resets its cap and buffer each quarter. SQMX was launched on Dec 20, 2024 and is issued by First Trust.