We are live on ! Find out more
DJAN icon

FT Vest US Equity Deep Buffer ETF January

61 hedge funds and large institutions have $94.2M invested in FT Vest US Equity Deep Buffer ETF January in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.91% less ownership

Funds ownership: 53.32%51.41% (-1.9%)

5% less funds holding

Funds holding: 6461 (-3)

7% less capital invested

Capital invested by funds: $101M → $94.2M (-$7.23M)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

56% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 27

Holders
61
Holders Change
-3
Holders Change %
-4.69%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$21.6M -$3.68M -112,087 -14%
IA
2
IFP Advisors
Florida
$11.4M +$1.81K +55 +0%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.96M -$21K -638 -0.3%
MML Investors Services
4
MML Investors Services
Massachusetts
$5.33M -$58.8K -1,790 -1%
BFG
5
Beacon Financial Group
Texas
$4.65M -$1.86M -56,537 -30%
AWM
6
AE Wealth Management
Kansas
$4.06M +$502K +15,285 +14%
Osaic Holdings
7
Osaic Holdings
Arizona
$4.02M +$804K +24,480 +25%
CW
8
CreativeOne Wealth
Kansas
$2.59M +$17.1K +521 +0.7%
SW
9
SMART Wealth
Nebraska
$2.32M +$173K +5,254 +8%
SB
10
Strategic Blueprint
Georgia
$2.26M -$246K -7,502 -10%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.25M +$131K +3,995 +6%
CCFM
12
Clear Creek Financial Management
Washington
$2.11M +$109K +3,319 +5%
KAS
13
Kestra Advisory Services
Texas
$2.03M +$570K +17,352 +38%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.97M -$114K -3,475 -5%
LPL Financial
15
LPL Financial
California
$1.81M -$45.2K -1,376 -2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.74M -$77.8K -2,368 -4%
HI
17
Harbour Investments
Wisconsin
$1.5M -$12.8K -389 -0.8%
GFA
18
Gallagher Fiduciary Advisors
Illinois
$1.29M -$22.8K -693 -2%
KWS
19
Keystone Wealth Services
California
$1.14M -$54.1K -1,648 -4%
JP Morgan Chase
20
JP Morgan Chase
New York
$1.08M +$1.1M +33,341 New
Truist Financial
21
Truist Financial
North Carolina
$964K -$36.7K -1,116 -4%
MSFS
22
Main Street Financial Solutions
Pennsylvania
$944K -$1.31K -40 -0.1%
BRWA
23
B. Riley Wealth Advisors
Florida
$860K -$13.6K -415 -2%
ASN
24
Advisory Services Network
Georgia
$789K +$21.3K +647 +3%
SCA
25
Sage Capital Advisors
South Dakota
$638K -$12.4K -377 -2%

DJAN Hedge Fund Activity: Q3 2023 in Review

61 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF January (DJAN) for Q3 2023, worth a combined $94.2M — down 7.1% from $101M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of DJAN and 7 opened new positions — a net loss of 3 holders — while 27 trimmed existing stakes and 12 added.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $1.1M. The largest seller was Brookstone Capital Management, cutting an estimated $3.68M.

  • 61 institutional investors held FT Vest US Equity Deep Buffer ETF January (DJAN) as of Q3 2023, down from 64 in Q2 2023.
  • Funds reported $94.2M of FT Vest US Equity Deep Buffer ETF January stock for Q3 2023, down 7.1% quarter-over-quarter.
  • 7 funds opened new FT Vest US Equity Deep Buffer ETF January positions in Q3 2023 and 10 closed out, a net change of -3 holders.
  • The largest FT Vest US Equity Deep Buffer ETF January buyer in Q3 2023 was JP Morgan Chase, an estimated $1.1M added.
  • The largest FT Vest US Equity Deep Buffer ETF January seller in Q3 2023 was Brookstone Capital Management, an estimated $3.68M sold.

Based on aggregated 13F filings for Q3 2023.