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FT Vest US Equity Deep Buffer ETF January

28 hedge funds and large institutions have $21.4M invested in FT Vest US Equity Deep Buffer ETF January in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

4% more funds holding

Funds holding: 2728 (+1)

13.94% less ownership

Funds ownership: 52.85%38.9% (-14%)

20% less capital invested

Capital invested by funds: $26.8M → $21.4M (-$5.38M)

70% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 10

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
3
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
1
IFP Advisors
Florida
$11M
CAN
2
Cetera Advisor Networks
California
$1.24M -$458K -14,270 -27%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.14M -$106K -3,299 -9%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$968K -$210K -6,549 -18%
CFCI
5
Comprehensive Financial Consultants Institutional
Indiana
$539K +$535K +16,690 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$538K -$35.3K -1,100 -6%
AF
7
Advisornet Financial
Minnesota
$534K -$12.8K -400 -2%
APA
8
American Portfolios Advisors
New York
$490K -$4.33K -135 -0.9%
AWM
9
AE Wealth Management
Kansas
$467K +$181K +5,631 +64%
Osaic Holdings
10
Osaic Holdings
Arizona
$418K -$456K -14,219 -52%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$412K -$191K -5,942 -32%
KWS
12
Keystone Wealth Services
California
$400K +$398K +12,412 New
KAS
13
Kestra Advisory Services
Texas
$347K
AAS
14
Ameritas Advisory Services
Nebraska
$335K +$333K +10,383 New
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$310K -$9.01K -281 -3%
MFG
16
Mission Financial Group
Nevada
$306K +$226K +7,053 New
IF
17
Integrity Financial
Wyoming
$268K +$266K +8,303 New
SB
18
Strategic Blueprint
Georgia
$241K +$239K +7,466 New
OMC
19
Old Mission Capital
Illinois
$230K -$82.5K -2,571 -26%
1SB
20
1ST Source Bank
Indiana
$215K
GSAM
21
Grant Street Asset Management
Pennsylvania
$207K
MSFS
22
Main Street Financial Solutions
Pennsylvania
$207K
CF
23
Centaurus Financial
California
$165K
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$143K
CAAS
25
Capital Asset Advisory Services
Michigan
$130K

DJAN Hedge Fund Activity: Q4 2021 in Review

28 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF January (DJAN) for Q4 2021, worth a combined $21.4M — down 20% from $26.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DJAN positions and 4 closed out — a net gain of 2 holders — while 3 added to existing stakes and 10 trimmed.

The largest buyer was Strategic Blueprint, opening a new position worth an estimated $239K. The largest seller was Atria Investments, exiting entirely with an estimated $3.08M sold.

  • 28 institutional investors held FT Vest US Equity Deep Buffer ETF January (DJAN) as of Q4 2021, up from 27 in Q3 2021.
  • Funds reported $21.4M of FT Vest US Equity Deep Buffer ETF January stock for Q4 2021, down 20% quarter-over-quarter.
  • 6 funds opened new FT Vest US Equity Deep Buffer ETF January positions in Q4 2021 and 4 closed out, a net change of +2 holders.
  • The largest FT Vest US Equity Deep Buffer ETF January buyer in Q4 2021 was Strategic Blueprint, an estimated $239K added.
  • The largest FT Vest US Equity Deep Buffer ETF January seller in Q4 2021 was Atria Investments, an estimated $3.08M sold.

Based on aggregated 13F filings for Q4 2021.