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FT Vest US Equity Deep Buffer ETF January

60 hedge funds and large institutions have $94.7M invested in FT Vest US Equity Deep Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.38% more ownership

Funds ownership: 51.41%58.78% (+7.4%)

0% more capital invested

Capital invested by funds: $94.2M → $94.7M (+$412K)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

2% less funds holding

Funds holding: 6160 (-1)

61% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 23

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
9
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Spire Wealth Management
Virginia
$18.2K
SPIA
52
Steward Partners Investment Advisory
New York
$16.9K
GEA
53
Glen Eagle Advisors
New Jersey
$10.4K
EWM
54
EPG Wealth Management
Georgia
$8.77K
SWA
55
SOA Wealth Advisors
New York
$6.19K
JP Morgan Chase
56
JP Morgan Chase
New York
$6.01K -$1.11M -33,167 -99%
PS
57
Principal Securities
Iowa
$4.67K +$4.5K +135 New
FFA
58
Farther Finance Advisors
California
$1.25K
OLVIG
59
Oliver Lagore Vanvalin Investment Group
Michigan
$207
CW
60
CreativeOne Wealth
Kansas
-$2.59M -80,061 Closed
SW
61
SMART Wealth
Nebraska
-$2.32M -71,473 Closed
BRWA
62
B. Riley Wealth Advisors
Florida
-$860K -26,531 Closed
SCA
63
Sage Capital Advisors
South Dakota
-$638K -19,685 Closed
SG
64
StoneX Group
New York
-$248K -7,659 Closed
CA
65
Cetera Advisors
Colorado
-$242K -7,454 Closed
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
-$218K -6,737 Closed
OAJ
67
Ogorek Anthony Joseph
New York
-$52K -1,628 Closed
CSPIA
68
Cary Street Partners Investment Advisory
Virginia
-$20.3K -628 Closed
NS
69
NBC Securities
Alabama
-$6K -208 Closed
CPG
70
Cornerstone Planning Group
New Jersey
-$907 -28 Closed
AWA
71
Authentikos Wealth Advisory
California
-$518 -16 Closed

DJAN Hedge Fund Activity: Q4 2023 in Review

60 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF January (DJAN) for Q4 2023, worth a combined $94.7M — up 0.44% from $94.2M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of DJAN and 11 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 9 added.

The largest buyer was AE Wealth Management, adding an estimated $11.7M. The largest seller was Brookstone Capital Management, cutting an estimated $5.48M.

  • 60 institutional investors held FT Vest US Equity Deep Buffer ETF January (DJAN) as of Q4 2023, down from 61 in Q3 2023.
  • Funds reported $94.7M of FT Vest US Equity Deep Buffer ETF January stock for Q4 2023, up 0.44% quarter-over-quarter.
  • 11 funds opened new FT Vest US Equity Deep Buffer ETF January positions in Q4 2023 and 12 closed out, a net change of -1 holder.
  • The largest FT Vest US Equity Deep Buffer ETF January buyer in Q4 2023 was AE Wealth Management, an estimated $11.7M added.
  • The largest FT Vest US Equity Deep Buffer ETF January seller in Q4 2023 was Brookstone Capital Management, an estimated $5.48M sold.

Based on aggregated 13F filings for Q4 2023.