FT Vest US Equity Buffer ETF January
FJAN
32 hedge funds and large institutions have $68.5M invested in FT Vest US Equity Buffer ETF January in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
28% more funds holding
Funds holding: 25 → 32 (+7)
4% more capital invested
Capital invested by funds: $65.8M → $68.5M (+$2.72M)
3.2% less ownership
Funds ownership: 49.83% → 46.64% (-3.2%)
40% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFGM
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
+$1.6M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.31M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$863K |
| 4 |
Jane Street
New York
|
+$529K |
| 5 |
TCM
Triumph Capital Management
Denver,
Colorado
|
+$362K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$3.29M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$708K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$561K |
| 4 |
AIC
Archer Investment Corporation
Carmel,
Indiana
|
-$335K |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$333K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CF
26
Centaurus Financial
Anaheim,
California
| $141K | +$139K | +4,131 | New |
|
|
CIAS
27
Capital Investment Advisory Services
Raleigh,
North Carolina
| $105K | – | – | – |
|
28
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $82K | +$80.8K | +2,393 | New |
|
|
CFGS
29
Concourse Financial Group Securities
Birmingham,
Alabama
| $51K | -$90.4K | -2,677 | -64% |
|
|
AF
30
Advisornet Financial
Minnetonka,
Minnesota
| $44K | – | – | – |
|
31
UBS Group
Zurich,
Switzerland
| $22K | +$21.6K | +639 | New |
|
|
CWM
32
Curi Wealth Management
Raleigh,
North Carolina
| $6K | +$6.51K | +193 | New |
|
|
SFS
33
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$333K | -10,084 | Closed |
|
|
OIA
34
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$225K | -6,801 | Closed |
|
|
TFS
35
TrustCore Financial Services
Brentwood,
Tennessee
| – | -$27K | -820 | Closed |
|
FJAN Hedge Fund Activity: Q4 2021 in Review
32 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF January (FJAN) for Q4 2021, worth a combined $68.5M — up 4.1% from $65.8M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FJAN positions and 3 closed out — a net gain of 7 holders — while 6 added to existing stakes and 10 trimmed.
The largest buyer was Marshall Financial Group (Maryland), opening a new position worth an estimated $1.6M. The largest seller was Janney Montgomery Scott, cutting an estimated $3.29M.
- 32 institutional investors held FT Vest US Equity Buffer ETF January (FJAN) as of Q4 2021, up from 25 in Q3 2021.
- Funds reported $68.5M of FT Vest US Equity Buffer ETF January stock for Q4 2021, up 4.1% quarter-over-quarter.
- 10 funds opened new FT Vest US Equity Buffer ETF January positions in Q4 2021 and 3 closed out, a net change of +7 holders.
- The largest FT Vest US Equity Buffer ETF January buyer in Q4 2021 was Marshall Financial Group (Maryland), an estimated $1.6M added.
- The largest FT Vest US Equity Buffer ETF January seller in Q4 2021 was Janney Montgomery Scott, an estimated $3.29M sold.
Based on aggregated 13F filings for Q4 2021.