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FT Vest US Equity Buffer ETF January

80 hedge funds and large institutions have $134M invested in FT Vest US Equity Buffer ETF January in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 34 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,600% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 1

167% more capital invested

Capital invested by funds: $50.4M → $134M (+$84M)

162% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 13

43% more funds holding

Funds holding: 5680 (+24)

21.64% more ownership

Funds ownership: 28.08%49.72% (+22%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
80
Holders Change
+24
Holders Change %
+42.86%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
34
Reduced
13
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
26
Baker Tilly Wealth Management
Wisconsin
$970K +$948K +27,805 New
FFA
27
Fragasso Financial Advisors
Pennsylvania
$931K +$573K +16,820 +170%
SS
28
Sunbelt Securities
Texas
$888K +$655K +19,221 +297%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$886K +$355K +10,406 +69%
AIC
30
Archer Investment Corporation
Indiana
$806K -$44.1K -1,295 -5%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$786K +$78.8K +2,313 +11%
1W
32
1776 Wealth
Georgia
$671K +$656K +19,240 New
OC
33
Oppenheimer & Co
New York
$649K -$3.24K -95 -0.5%
FPWM
34
FSB Premier Wealth Management
Iowa
$639K +$7.46K +219 +1%
Truist Financial
35
Truist Financial
North Carolina
$579K +$566K +16,613 New
KPWS
36
Kestra Private Wealth Services
Texas
$574K +$561K +16,455 New
IA
37
IFP Advisors
Florida
$545K -$2.49M -72,917 -80%
TFS
38
Thoroughbred Financial Services
Tennessee
$520K +$509K +14,925 New
CF
39
Centaurus Financial
California
$468K +$94.8K +2,780 +26%
BWM
40
BCGM Wealth Management
Indiana
$453K +$443K +13,000 New
LNC
41
Lincoln National Corp
Pennsylvania
$450K +$205K +6,000 +87%
SC
42
Scotia Capital
Ontario, Canada
$432K
RJA
43
Raymond James & Associates
Florida
$431K +$421K +12,358 New
HSA
44
HBK Sorce Advisory
Pennsylvania
$430K -$129K -3,794 -24%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$408K +$398K +11,691 New
ZIMP
46
Zimmermann Investment Management & Planning
Pennsylvania
$396K +$387K +11,361 New
CBFP
47
Cedar Brook Financial Partners
Ohio
$395K
AAS
48
Ameritas Advisory Services
Nebraska
$389K -$145K -4,242 -28%
SFWA
49
Summit Financial Wealth Advisors
Louisiana
$382K +$373K +10,945 New
DFA
50
DHJJ Financial Advisors
Illinois
$337K +$15.2K +445 +5%

FJAN Hedge Fund Activity: Q1 2023 in Review

80 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF January (FJAN) for Q1 2023, worth a combined $134M — up 167% from $50.4M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FJAN positions and 1 closed out — a net gain of 26 holders — while 34 added to existing stakes and 13 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $24.5M. The largest seller was IFP Advisors, cutting an estimated $2.49M.

  • 80 institutional investors held FT Vest US Equity Buffer ETF January (FJAN) as of Q1 2023, up from 56 in Q4 2022.
  • Funds reported $134M of FT Vest US Equity Buffer ETF January stock for Q1 2023, up 167% quarter-over-quarter.
  • 27 funds opened new FT Vest US Equity Buffer ETF January positions in Q1 2023 and 1 closed out, a net change of +26 holders.
  • The largest FT Vest US Equity Buffer ETF January buyer in Q1 2023 was Brookstone Capital Management, an estimated $24.5M added.
  • The largest FT Vest US Equity Buffer ETF January seller in Q1 2023 was IFP Advisors, an estimated $2.49M sold.

Based on aggregated 13F filings for Q1 2023.