DJAN icon

FT Vest US Equity Deep Buffer ETF January

64 hedge funds and large institutions have $101M invested in FT Vest US Equity Deep Buffer ETF January in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-5
Holders Change %
-7.25%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
12
Reduced
24
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$25.3M -$944K -29,014 -4%
IA
2
IFP Advisors
Florida
$11.5M +$14.4K +442 +0.1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.05M -$3.85M -117,706 -32%
BFG
4
Beacon Financial Group
Texas
$6.06M +$1.69M +52,069 +39%
MML Investors Services
5
MML Investors Services
Massachusetts
$5.43M +$112K +3,435 +2%
AWM
6
AE Wealth Management
Kansas
$3.6M -$12.1M -371,179 -77%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.26M -$1.73M -52,845 -35%
CW
8
CreativeOne Wealth
Kansas
$2.6M +$642K +19,636 +33%
SB
9
Strategic Blueprint
Georgia
$2.52M +$31.7K +970 +1%
SW
10
SMART Wealth
Nebraska
$2.16M -$1.27M -38,810 -37%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.14M -$18.2K -558 -0.8%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.1M -$67.1K -2,054 -3%
CCFM
13
Clear Creek Financial Management
Washington
$2.02M +$1.77M +54,068 +694%
LPL Financial
14
LPL Financial
California
$1.87M +$1.87M +57,243 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.83M -$1.37M -42,000 -43%
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$1.62M +$163K +4,993 +11%
HI
17
Harbour Investments
Wisconsin
$1.53M -$122K -3,720 -7%
KAS
18
Kestra Advisory Services
Texas
$1.48M +$38.2K +1,168 +3%
GFA
19
Gallagher Fiduciary Advisors
Illinois
$1.33M -$29.7K -908 -2%
KWS
20
Keystone Wealth Services
California
$1.2M
Truist Financial
21
Truist Financial
North Carolina
$1.01M -$19K -581 -2%
MSFS
22
Main Street Financial Solutions
Pennsylvania
$953K -$19.6K -600 -2%
BRWA
23
B. Riley Wealth Advisors
Florida
$881K
ASN
24
Advisory Services Network
Georgia
$775K +$76.7K +2,345 +11%
CAN
25
Cetera Advisor Networks
California
$707K +$28.2K +862 +4%