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FT Vest US Equity Deep Buffer ETF January

86 hedge funds and large institutions have $126M invested in FT Vest US Equity Deep Buffer ETF January in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 39 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

6.43% more ownership

Funds ownership: 52.34%58.77% (+6.4%)

6% more funds holding

Funds holding: 8186 (+5)

4% more capital invested

Capital invested by funds: $121M → $126M (+$4.71M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

69% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 39

Holders
86
Holders Change
+5
Holders Change %
+6.17%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
12
Reduced
39
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$16.4M -$735K -19,036 -4%
IA
2
IFP Advisors
Florida
$13.8M +$2.09K +54 +0%
MML Investors Services
3
MML Investors Services
Massachusetts
$7.66M +$90.4K +2,340 +1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.65M -$41.2K -1,066 -0.5%
FWM
5
Foguth Wealth Management
Michigan
$7.14M +$6.97M +180,347 New
SW
6
SMART Wealth
Nebraska
$6.73M -$1.1M -28,561 -14%
ASN
7
Advisory Services Network
Georgia
$4.49M -$3.81M -98,544 -46%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$4.34M -$270K -6,983 -6%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.76M -$180K -4,647 -5%
KAS
10
Kestra Advisory Services
Texas
$3.75M +$79.2K +2,049 +2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.4M -$38.6K -998 -1%
BFG
12
Beacon Financial Group
Texas
$3.39M -$275K -7,112 -8%
LPL Financial
13
LPL Financial
California
$2.66M +$295K +7,626 +13%
CCFM
14
Clear Creek Financial Management
Washington
$2.18M -$742K -19,210 -26%
CFS
15
Commonwealth Financial Services
West Virginia
$2.17M +$308K +7,973 +17%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$2M -$168K -4,340 -8%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.96M +$969K +25,078 +100%
GFA
18
Gallagher Fiduciary Advisors
Illinois
$1.87M +$117K +3,017 +7%
AA
19
Armis Advisers
Georgia
$1.83M +$1.81M +46,929 New
AI
20
Atria Investments
North Carolina
$1.77M +$117K +3,017 +7%
TC
21
TownSquare Capital
Utah
$1.7M -$7.07K -183 -0.4%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.43M -$406K -10,510 -22%
OMC
23
Old Mission Capital
Illinois
$1.37M +$795K +20,568 +142%
SB
24
Strategic Blueprint
Georgia
$1.27M
Raymond James Financial
25
Raymond James Financial
Florida
$1.26M +$1.24M +32,114 New

DJAN Hedge Fund Activity: Q4 2024 in Review

86 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF January (DJAN) for Q4 2024, worth a combined $126M — up 3.9% from $121M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DJAN positions and 5 closed out — a net gain of 7 holders — while 12 added to existing stakes and 39 trimmed.

The largest buyer was Foguth Wealth Management, opening a new position worth an estimated $6.97M. The largest seller was Advisory Services Network, cutting an estimated $3.81M.

  • 86 institutional investors held FT Vest US Equity Deep Buffer ETF January (DJAN) as of Q4 2024, up from 81 in Q3 2024.
  • Funds reported $126M of FT Vest US Equity Deep Buffer ETF January stock for Q4 2024, up 3.9% quarter-over-quarter.
  • 12 funds opened new FT Vest US Equity Deep Buffer ETF January positions in Q4 2024 and 5 closed out, a net change of +7 holders.
  • The largest FT Vest US Equity Deep Buffer ETF January buyer in Q4 2024 was Foguth Wealth Management, an estimated $6.97M added.
  • The largest FT Vest US Equity Deep Buffer ETF January seller in Q4 2024 was Advisory Services Network, an estimated $3.81M sold.

Based on aggregated 13F filings for Q4 2024.