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FT Vest US Equity Deep Buffer ETF January

60 hedge funds and large institutions have $94.7M invested in FT Vest US Equity Deep Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.38% more ownership

Funds ownership: 51.41%58.78% (+7.4%)

0% more capital invested

Capital invested by funds: $94.2M → $94.7M (+$412K)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

2% less funds holding

Funds holding: 6160 (-1)

61% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 23

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
9
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$17.3M -$5.48M -164,540 -25%
AWM
2
AE Wealth Management
Kansas
$16.6M +$11.7M +350,101 +279%
IA
3
IFP Advisors
Florida
$12.3M +$145K +4,350 +1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.15M -$1.29M -38,733 -16%
MML Investors Services
5
MML Investors Services
Massachusetts
$5.73M +$45K +1,349 +0.8%
BFG
6
Beacon Financial Group
Texas
$4.82M +$317K +9,508 +7%
KAS
7
Kestra Advisory Services
Texas
$2.54M +$365K +10,946 +18%
CCFM
8
Clear Creek Financial Management
Washington
$2.26M +$6.43K +193 +0.3%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.19M -$2.02M -60,692 -49%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.96M -$141K -4,233 -7%
LPL Financial
11
LPL Financial
California
$1.72M -$201K -6,017 -11%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.69M -$160K -4,806 -9%
HI
13
Harbour Investments
Wisconsin
$1.54M -$57.3K -1,720 -4%
GFA
14
Gallagher Fiduciary Advisors
Illinois
$1.38M +$3.73K +112 +0.3%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.35M -$1.01M -30,423 -44%
SB
16
Strategic Blueprint
Georgia
$1.3M -$1.07M -32,094 -46%
KWS
17
Keystone Wealth Services
California
$1.04M -$167K -5,000 -14%
MSFS
18
Main Street Financial Solutions
Pennsylvania
$1.01M
Truist Financial
19
Truist Financial
North Carolina
$998K -$29.8K -895 -3%
OMC
20
Old Mission Capital
Illinois
$911K +$878K +26,347 New
ASN
21
Advisory Services Network
Georgia
$842K -$566 -17 -0.1%
CP
22
Camelot Portfolios
Ohio
$640K +$16.7K +500 +3%
SPI
23
Santori & Peters Inc
Pennsylvania
$477K
AAS
24
Avantax Advisory Services
Texas
$468K
CAN
25
Cetera Advisor Networks
California
$457K -$137K -4,099 -24%

DJAN Hedge Fund Activity: Q4 2023 in Review

60 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF January (DJAN) for Q4 2023, worth a combined $94.7M — up 0.44% from $94.2M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of DJAN and 11 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 9 added.

The largest buyer was AE Wealth Management, adding an estimated $11.7M. The largest seller was Brookstone Capital Management, cutting an estimated $5.48M.

  • 60 institutional investors held FT Vest US Equity Deep Buffer ETF January (DJAN) as of Q4 2023, down from 61 in Q3 2023.
  • Funds reported $94.7M of FT Vest US Equity Deep Buffer ETF January stock for Q4 2023, up 0.44% quarter-over-quarter.
  • 11 funds opened new FT Vest US Equity Deep Buffer ETF January positions in Q4 2023 and 12 closed out, a net change of -1 holder.
  • The largest FT Vest US Equity Deep Buffer ETF January buyer in Q4 2023 was AE Wealth Management, an estimated $11.7M added.
  • The largest FT Vest US Equity Deep Buffer ETF January seller in Q4 2023 was Brookstone Capital Management, an estimated $5.48M sold.

Based on aggregated 13F filings for Q4 2023.