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FT Vest US Equity Buffer ETF January

56 hedge funds and large institutions have $50.4M invested in FT Vest US Equity Buffer ETF January in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

12% more funds holding

Funds holding: 5056 (+6)

9% more capital invested

Capital invested by funds: $46.1M → $50.4M (+$4.26M)

2.42% less ownership

Funds ownership: 30.5%28.08% (-2.4%)

60% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 20

Holders
56
Holders Change
+6
Holders Change %
+12%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
8
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
26
Harbour Investments
Wisconsin
$478K
KWS
27
Keystone Wealth Services
California
$429K
SC
28
Scotia Capital
Ontario, Canada
$406K
CBFP
29
Cedar Brook Financial Partners
Ohio
$371K
CF
30
Centaurus Financial
California
$348K -$50.3K -1,560 -13%
T
31
TRUADVICE
Florida
$339K
FFA
32
Fragasso Financial Advisors
Pennsylvania
$323K
CAAS
33
Capital Asset Advisory Services
Michigan
$319K +$314K +9,739 New
DFA
34
DHJJ Financial Advisors
Illinois
$301K -$10.3K -320 -3%
LIA
35
Luken Investment Analytics
Tennessee
$288K +$284K +8,800 New
SB
36
Strategic Blueprint
Georgia
$280K -$35.2K -1,093 -11%
SCA
37
Sage Capital Advisors
South Dakota
$272K +$267K +8,293 New
BFG
38
Beacon Financial Group
Texas
$268K +$263K +8,171 New
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$259K -$377K -11,693 -60%
BCM
40
Brookstone Capital Management
Illinois
$257K +$7.06K +219 +3%
LNC
41
Lincoln National Corp
Pennsylvania
$226K -$491K -15,230 -69%
SS
42
Sunbelt Securities
Texas
$212K +$209K +6,469 New
CFGS
43
Concourse Financial Group Securities
Alabama
$183K
National Bank of Canada
44
National Bank of Canada
Quebec, Canada
$94.9K
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$94K +$93K +2,885 New
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$68K +$66.9K +2,076 New
CIAS
47
Capital Investment Advisory Services
North Carolina
$62.1K
MCC
48
Money Concepts Capital
Florida
$48.6K +$47.9K +1,485 New
AIP
49
Ameritas Investment Partners
Nebraska
$47.5K -$4.03K -125 -8%
UBS Group
50
UBS Group
Switzerland
$36.3K -$117K -3,628 -77%

FJAN Hedge Fund Activity: Q4 2022 in Review

56 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF January (FJAN) for Q4 2022, worth a combined $50.4M — up 9.2% from $46.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FJAN positions and 4 closed out — a net gain of 8 holders — while 8 added to existing stakes and 20 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $1.57M. The largest seller was Commonwealth Equity Services, cutting an estimated $1.35M.

  • 56 institutional investors held FT Vest US Equity Buffer ETF January (FJAN) as of Q4 2022, up from 50 in Q3 2022.
  • Funds reported $50.4M of FT Vest US Equity Buffer ETF January stock for Q4 2022, up 9.2% quarter-over-quarter.
  • 12 funds opened new FT Vest US Equity Buffer ETF January positions in Q4 2022 and 4 closed out, a net change of +8 holders.
  • The largest FT Vest US Equity Buffer ETF January buyer in Q4 2022 was AE Wealth Management, an estimated $1.57M added.
  • The largest FT Vest US Equity Buffer ETF January seller in Q4 2022 was Commonwealth Equity Services, an estimated $1.35M sold.

Based on aggregated 13F filings for Q4 2022.