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FT Vest US Equity Deep Buffer ETF January

52 hedge funds and large institutions have $76.2M invested in FT Vest US Equity Deep Buffer ETF January in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

30% more capital invested

Capital invested by funds: $58.5M → $76.2M (+$17.7M)

17.22% more ownership

Funds ownership: 35.06%52.28% (+17%)

13% more funds holding

Funds holding: 4652 (+6)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

Holders
52
Holders Change
+6
Holders Change %
+13.04%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
14
Reduced
13
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$14.4M +$1.34M +44,109 +10%
IA
2
IFP Advisors
Florida
$10.8M -$2.67K -88 -0%
BFG
3
Beacon Financial Group
Texas
$6.1M +$6.1M +200,806 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.55M +$2.62M +86,282 +136%
F
5
F3Logic
Minnesota
$4.25M +$82.8K +2,726 +2%
GBS
6
Gallagher Benefit Services
Illinois
$4.25M +$4.25M +139,873 New
SW
7
SMART Wealth
Nebraska
$3.69M +$3.7M +121,624 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.84M +$2.05M +67,406 +259%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$2.1M +$2.1M +69,050 New
Osaic Holdings
10
Osaic Holdings
Arizona
$1.79M -$1.08M -35,501 -38%
TCM
11
Triumph Capital Management
Colorado
$1.53M +$1.53M +50,505 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.45M +$136K +4,473 +10%
KWS
13
Keystone Wealth Services
California
$1.41M
SB
14
Strategic Blueprint
Georgia
$1.35M +$661K +21,749 +96%
WAP
15
Wealthcare Advisory Partners
Pennsylvania
$1.34M +$78.7K +2,590 +6%
CAN
16
Cetera Advisor Networks
California
$1.24M +$33.3K +1,095 +3%
LAS
17
Lloyd Advisory Services
Georgia
$1.07M +$425 +14 +0%
HI
18
Harbour Investments
Wisconsin
$1.06M -$4.25K -140 -0.4%
CAAS
19
Capital Asset Advisory Services
Michigan
$1.02M +$1.02M +33,588 New
MSFS
20
Main Street Financial Solutions
Pennsylvania
$837K
BRWA
21
B. Riley Wealth Advisors
Florida
$831K +$107K +3,514 +15%
FPWM
22
FSB Premier Wealth Management
Iowa
$662K +$57.1K +1,878 +9%
Citadel Advisors
23
Citadel Advisors
Florida
$617K +$617K +20,299 New
BOSSRA
24
B.O.S.S. Retirement Advisors
Utah
$612K +$612K +20,138 New
ASN
25
Advisory Services Network
Georgia
$552K +$122K +4,027 +28%

DJAN Hedge Fund Activity: Q4 2022 in Review

52 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF January (DJAN) for Q4 2022, worth a combined $76.2M — up 30% from $58.5M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DJAN positions and 9 closed out — a net gain of 8 holders — while 14 added to existing stakes and 13 trimmed.

The largest buyer was Beacon Financial Group, opening a new position worth an estimated $6.1M. The largest seller was Old Mission Capital, exiting entirely with an estimated $3.76M sold.

  • 52 institutional investors held FT Vest US Equity Deep Buffer ETF January (DJAN) as of Q4 2022, up from 46 in Q3 2022.
  • Funds reported $76.2M of FT Vest US Equity Deep Buffer ETF January stock for Q4 2022, up 30% quarter-over-quarter.
  • 17 funds opened new FT Vest US Equity Deep Buffer ETF January positions in Q4 2022 and 9 closed out, a net change of +8 holders.
  • The largest FT Vest US Equity Deep Buffer ETF January buyer in Q4 2022 was Beacon Financial Group, an estimated $6.1M added.
  • The largest FT Vest US Equity Deep Buffer ETF January seller in Q4 2022 was Old Mission Capital, an estimated $3.76M sold.

Based on aggregated 13F filings for Q4 2022.