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FT Vest US Equity Deep Buffer ETF January

84 hedge funds and large institutions have $171M invested in FT Vest US Equity Deep Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 32 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+24
Holders Change %
+40%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
27
Increased
32
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$17M -$1.03M -28,486 -6%
SAMC
2
Spectrum Asset Management (California)
California
$13.3M +$13.3M +368,488 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$13.1M +$5.62M +155,941 +75%
IA
4
IFP Advisors
Florida
$12.8M +$3.86K +107 +0%
PFS
5
Prospera Financial Services
Texas
$10.1M +$10.1M +279,700 New
SW
6
SMART Wealth
Nebraska
$8.41M +$8.41M +233,483 New
ASN
7
Advisory Services Network
Georgia
$7.73M +$6.85M +190,229 +781%
MML Investors Services
8
MML Investors Services
Massachusetts
$7.25M +$1.27M +35,367 +21%
Truist Financial
9
Truist Financial
North Carolina
$6.09M +$5.05M +140,245 +486%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$4.83M +$2.79M +77,438 +137%
BFG
11
Beacon Financial Group
Texas
$4.58M -$443K -12,304 -9%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$4.44M +$4.44M +123,133 +2,462,660%
KAS
13
Kestra Advisory Services
Texas
$4.14M +$1.49M +41,483 +56%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$3.95M +$3.66M +101,488 +1,235%
SP
15
Sequent Planning
Nebraska
$3.78M +$3.78M +104,821 New
HI
16
Harbour Investments
Wisconsin
$3.57M +$1.96M +54,467 +122%
CCFM
17
Clear Creek Financial Management
Washington
$3.48M +$1.12M +31,162 +48%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$3.32M +$1.92M +53,155 +136%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.26M +$1.5M +41,512 +85%
Osaic Holdings
20
Osaic Holdings
Arizona
$3.05M +$760K +21,096 +33%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$2.5M +$2.49M +69,180 +39,759%
NFG
22
Nations Financial Group
Iowa
$2.39M +$2.39M +66,321 New
LPL Financial
23
LPL Financial
California
$2.38M +$589K +16,342 +33%
TC
24
TownSquare Capital
Utah
$1.67M +$1.45M +40,307 +654%
GFA
25
Gallagher Fiduciary Advisors
Illinois
$1.51M +$71K +1,971 +5%