DJAN icon

FT Vest US Equity Deep Buffer ETF January

108 hedge funds and large institutions have $192M invested in FT Vest US Equity Deep Buffer ETF January in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

14% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 36

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
108
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LI
51
LifeWealth Investments
Florida
$621K
EWM
52
Evolution Wealth Management
Florida
$608K
IF
53
Integrity Financial
Wyoming
$592K
CP
54
Camelot Portfolios
Ohio
$561K
SAW
55
Signal Advisors Wealth
Michigan
$553K
RA
56
RFG Advisory
Alabama
$495K
UCFA
57
United Capital Financial Advisors
Texas
$471K
BWS
58
Buck Wealth Strategies
Colorado
$462K
MSFS
59
Main Street Financial Solutions
Pennsylvania
$414K
IP
60
Ignite Planners
California
$412K
OAJ
61
Ogorek Anthony Joseph
New York
$408K
NWM
62
Nova Wealth Management
Florida
$406K
SG
63
StoneX Group
New York
$405K
AAS
64
Ameritas Advisory Services
Nebraska
$403K
VC
65
Vicus Capital
Pennsylvania
$398K
BCI
66
Brinker Capital Investments
Pennsylvania
$373K
CFCI
67
Comprehensive Financial Consultants Institutional
Indiana
$366K
AAS
68
Avantax Advisory Services
Texas
$351K
PCG
69
Prosperity Consulting Group
Maryland
$345K
JSA
70
Jim Saulnier & Associates
Colorado
$343K
HP
71
Holistic Planning
Texas
$335K
CIG
72
Cascade Investment Group
Colorado
$330K
JSW
73
Journey Strategic Wealth
New Jersey
$328K
PA
74
PFG Advisors
Arizona
$325K
NA
75
NewEdge Advisors
Louisiana
$315K