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FT Vest US Equity Buffer ETF January

52 hedge funds and large institutions have $63.8M invested in FT Vest US Equity Buffer ETF January in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

733% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 3

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

63% more funds holding

Funds holding: 3252 (+20)

7% less capital invested

Capital invested by funds: $68.5M → $63.8M (-$4.76M)

9.39% less ownership

Funds ownership: 46.64%37.24% (-9.4%)

Holders
52
Holders Change
+20
Holders Change %
+62.5%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
15
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$523K +$514K +15,000 New
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$518K +$233K +6,813 +85%
SC
28
Scotia Capital
Ontario, Canada
$433K +$342 +10 +0.1%
SAM
29
Strategic Asset Management
Minnesota
$413K +$82.5K +2,410 +26%
HH
30
Hilltop Holdings
Texas
$392K +$385K +11,245 New
CF
31
Centaurus Financial
California
$385K +$237K +6,914 +167%
DFA
32
DHJJ Financial Advisors
Illinois
$333K +$327K +9,557 New
T
33
TRUADVICE
Florida
$330K
MA
34
Mutual Advisors
Nebraska
$328K +$322K +9,391 New
TCM
35
Triumph Capital Management
Colorado
$325K -$48.2K -1,407 -13%
CBFP
36
Cedar Brook Financial Partners
Ohio
$313K +$308K +8,985 New
FFA
37
Fragasso Financial Advisors
Pennsylvania
$288K +$283K +8,252 New
SB
38
Strategic Blueprint
Georgia
$259K +$254K +7,432 New
HSA
39
HBK Sorce Advisory
Pennsylvania
$250K +$245K +7,161 New
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$228K -$254K -7,427 -53%
SS
41
Sunbelt Securities
Texas
$227K +$222K +6,469 New
SCFS
42
S.C. Financial Services
Arizona
$210K +$206K +6,027 New
1SB
43
1ST Source Bank
Indiana
$204K +$200K +5,850 New
CFGS
44
Concourse Financial Group Securities
Alabama
$194K +$139K +4,059 +271%
CIAS
45
Capital Investment Advisory Services
North Carolina
$108K
National Bank of Canada
46
National Bank of Canada
Quebec, Canada
$101K +$99.3K +2,900 New
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$82K -$1.51K -44 -2%
AIP
48
Ameritas Investment Partners
Nebraska
$58K +$57.4K +1,675 New
AF
49
Advisornet Financial
Minnesota
$56K +$10.3K +300 +23%
MCC
50
Money Concepts Capital
Florida
$52K +$50.8K +1,485 New

FJAN Hedge Fund Activity: Q1 2022 in Review

52 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF January (FJAN) for Q1 2022, worth a combined $63.8M — down 6.9% from $68.5M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FJAN positions and 3 closed out — a net gain of 22 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $9.48M. The largest seller was Cetera Advisors, cutting an estimated $37.9M.

  • 52 institutional investors held FT Vest US Equity Buffer ETF January (FJAN) as of Q1 2022, up from 32 in Q4 2021.
  • Funds reported $63.8M of FT Vest US Equity Buffer ETF January stock for Q1 2022, down 6.9% quarter-over-quarter.
  • 25 funds opened new FT Vest US Equity Buffer ETF January positions in Q1 2022 and 3 closed out, a net change of +22 holders.
  • The largest FT Vest US Equity Buffer ETF January buyer in Q1 2022 was Kestra Advisory Services, an estimated $9.48M added.
  • The largest FT Vest US Equity Buffer ETF January seller in Q1 2022 was Cetera Advisors, an estimated $37.9M sold.

Based on aggregated 13F filings for Q1 2022.