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FT Vest US Equity Deep Buffer ETF January

69 hedge funds and large institutions have $110M invested in FT Vest US Equity Deep Buffer ETF January in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 7

69% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 13

45% more capital invested

Capital invested by funds: $76.2M → $110M (+$34M)

33% more funds holding

Funds holding: 5269 (+17)

2.91% more ownership

Funds ownership: 52.28%55.19% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
69
Holders Change
+17
Holders Change %
+32.69%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
22
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$25.2M +$24.4M +796,070 +8,147%
AWM
2
AE Wealth Management
Kansas
$15M +$234K +7,641 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$11.3M +$6.56M +214,258 +143%
IA
4
IFP Advisors
Florida
$10.6M -$231K -7,555 -2%
MML Investors Services
5
MML Investors Services
Massachusetts
$5.07M +$4.98M +162,759 New
Osaic Holdings
6
Osaic Holdings
Arizona
$4.75M +$2.86M +93,431 +158%
BFG
7
Beacon Financial Group
Texas
$4.53M -$2.04M -66,522 -33%
SW
8
SMART Wealth
Nebraska
$3.27M -$508K -16,595 -14%
SB
9
Strategic Blueprint
Georgia
$2.37M +$974K +31,837 +72%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.06M +$565K +18,459 +39%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.06M +$1.52M +49,801 +307%
CW
12
CreativeOne Wealth
Kansas
$1.87M +$1.83M +59,904 New
HI
13
Harbour Investments
Wisconsin
$1.57M +$475K +15,516 +44%
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$1.39M +$9.55K +312 +0.7%
KAS
15
Kestra Advisory Services
Texas
$1.37M +$1.04M +33,856 +334%
GFA
16
Gallagher Fiduciary Advisors
Illinois
$1.29M +$1.27M +41,526 New
KWS
17
Keystone Wealth Services
California
$1.15M -$298K -9,730 -21%
Truist Financial
18
Truist Financial
North Carolina
$979K +$963K +31,454 New
MSFS
19
Main Street Financial Solutions
Pennsylvania
$927K +$68.1K +2,225 +8%
BRWA
20
B. Riley Wealth Advisors
Florida
$839K -$12.1K -397 -1%
CAAS
21
Capital Asset Advisory Services
Michigan
$765K -$276K -9,031 -27%
FPWM
22
FSB Premier Wealth Management
Iowa
$678K -$214 -7 -0%
ASN
23
Advisory Services Network
Georgia
$666K +$97.6K +3,189 +18%
CAN
24
Cetera Advisor Networks
California
$647K -$616K -20,118 -49%
BOSSRA
25
B.O.S.S. Retirement Advisors
Utah
$634K +$6.61K +216 +1%

DJAN Hedge Fund Activity: Q1 2023 in Review

69 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF January (DJAN) for Q1 2023, worth a combined $110M — up 45% from $76.2M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DJAN positions and 7 closed out — a net gain of 20 holders — while 22 added to existing stakes and 13 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $24.4M. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $2.1M sold.

  • 69 institutional investors held FT Vest US Equity Deep Buffer ETF January (DJAN) as of Q1 2023, up from 52 in Q4 2022.
  • Funds reported $110M of FT Vest US Equity Deep Buffer ETF January stock for Q1 2023, up 45% quarter-over-quarter.
  • 27 funds opened new FT Vest US Equity Deep Buffer ETF January positions in Q1 2023 and 7 closed out, a net change of +20 holders.
  • The largest FT Vest US Equity Deep Buffer ETF January buyer in Q1 2023 was Brookstone Capital Management, an estimated $24.4M added.
  • The largest FT Vest US Equity Deep Buffer ETF January seller in Q1 2023 was Janney Montgomery Scott, an estimated $2.1M sold.

Based on aggregated 13F filings for Q1 2023.