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FT Vest US Equity Buffer ETF January

57 hedge funds and large institutions have $51.3M invested in FT Vest US Equity Buffer ETF January in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

36% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 14

10% more funds holding

Funds holding: 5257 (+5)

4.48% less ownership

Funds ownership: 37.24%32.76% (-4.5%)

20% less capital invested

Capital invested by funds: $63.8M → $51.3M (-$12.5M)

Holders
57
Holders Change
+5
Holders Change %
+9.62%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
19
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$563K +$591K +18,002 New
KWS
27
Keystone Wealth Services
California
$560K
OC
28
Oppenheimer & Co
New York
$532K +$559K +17,032 New
APA
29
American Portfolios Advisors
New York
$503K -$4.95K -151 -0.9%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$500K +$36.8K +1,123 +8%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$468K
HI
32
Harbour Investments
Wisconsin
$456K +$479K +14,596 New
SC
33
Scotia Capital
Ontario, Canada
$388K -$328 -10 -0.1%
HH
34
Hilltop Holdings
Texas
$367K +$16.8K +511 +5%
SAM
35
Strategic Asset Management
Minnesota
$363K -$7.55K -230 -2%
CBFP
36
Cedar Brook Financial Partners
Ohio
$354K +$76.8K +2,342 +26%
CF
37
Centaurus Financial
California
$345K
TCM
38
Triumph Capital Management
Colorado
$334K +$45.3K +1,380 +15%
T
39
TRUADVICE
Florida
$333K
FFA
40
Fragasso Financial Advisors
Pennsylvania
$309K +$53.4K +1,627 +20%
DFA
41
DHJJ Financial Advisors
Illinois
$299K
HSA
42
HBK Sorce Advisory
Pennsylvania
$252K +$29.8K +908 +13%
BCM
43
Brookstone Capital Management
Illinois
$249K +$256K +7,810 New
SB
44
Strategic Blueprint
Georgia
$232K
SS
45
Sunbelt Securities
Texas
$202K
CFGS
46
Concourse Financial Group Securities
Alabama
$175K +$1.12K +34 +0.6%
LFG
47
Larson Financial Group
Missouri
$166K -$4.51M -137,362 -96%
CIAS
48
Capital Investment Advisory Services
North Carolina
$96K
National Bank of Canada
49
National Bank of Canada
Quebec, Canada
$90K
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$72K -$1.94K -59 -3%

FJAN Hedge Fund Activity: Q2 2022 in Review

57 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF January (FJAN) for Q2 2022, worth a combined $51.3M — down 20% from $63.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FJAN positions and 4 closed out — a net gain of 5 holders — while 19 added to existing stakes and 14 trimmed.

The largest buyer was Old Mission Capital, adding an estimated $1.57M. The largest seller was Kestra Advisory Services, cutting an estimated $8.51M.

  • 57 institutional investors held FT Vest US Equity Buffer ETF January (FJAN) as of Q2 2022, up from 52 in Q1 2022.
  • Funds reported $51.3M of FT Vest US Equity Buffer ETF January stock for Q2 2022, down 20% quarter-over-quarter.
  • 9 funds opened new FT Vest US Equity Buffer ETF January positions in Q2 2022 and 4 closed out, a net change of +5 holders.
  • The largest FT Vest US Equity Buffer ETF January buyer in Q2 2022 was Old Mission Capital, an estimated $1.57M added.
  • The largest FT Vest US Equity Buffer ETF January seller in Q2 2022 was Kestra Advisory Services, an estimated $8.51M sold.

Based on aggregated 13F filings for Q2 2022.