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FT Vest US Equity Buffer ETF January

78 hedge funds and large institutions have $151M invested in FT Vest US Equity Buffer ETF January in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
-2
Holders Change %
-2.5%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
10
Reduced
36
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BTWM
26
Baker Tilly Wealth Management
Wisconsin
$1.03M
MFGM
27
Marshall Financial Group (Maryland)
Maryland
$1.03M -$145K -3,900 -12%
FFA
28
Fragasso Financial Advisors
Pennsylvania
$993K
SS
29
Sunbelt Securities
Texas
$955K
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$941K -$3.68K -99 -0.4%
Citadel Advisors
31
Citadel Advisors
Florida
$817K +$474K +12,748 +138%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$780K -$57.5K -1,548 -7%
1W
33
1776 Wealth
Georgia
$716K
OC
34
Oppenheimer & Co
New York
$681K -$11K -297 -2%
FPWM
35
FSB Premier Wealth Management
Iowa
$665K -$16.3K -438 -2%
IA
36
IFP Advisors
Florida
$661K -$9.19K -247 -1%
Truist Financial
37
Truist Financial
North Carolina
$612K -$5.39K -145 -0.9%
TFS
38
Thoroughbred Financial Services
Tennessee
$555K
KPWS
39
Kestra Private Wealth Services
Texas
$525K -$87K -2,340 -14%
BWM
40
BCGM Wealth Management
Indiana
$491K +$7.59K +204 +2%
SC
41
Scotia Capital
Ontario, Canada
$461K
CF
42
Centaurus Financial
California
$451K -$47.2K -1,269 -9%
KCFA
43
Key Client Fiduciary Advisors
New Jersey
$441K +$114K +3,053 +35%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$435K
RJA
45
Raymond James & Associates
Florida
$427K -$32.2K -867 -7%
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$426K +$105K +2,811 +33%
CBFP
47
Cedar Brook Financial Partners
Ohio
$395K -$26.6K -715 -6%
AIC
48
Archer Investment Corporation
Indiana
$388K -$472K -12,693 -55%
DFA
49
DHJJ Financial Advisors
Illinois
$359K
CFGS
50
Concourse Financial Group Securities
Alabama
$352K -$3.38K -91 -1%