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FT Vest US Equity Buffer ETF January

79 hedge funds and large institutions have $145M invested in FT Vest US Equity Buffer ETF January in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+1
Holders Change %
+1.28%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
7
Reduced
37
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$1.03M +$1.03M +28,211 New
BTWM
27
Baker Tilly Wealth Management
Wisconsin
$1.01M
FFA
28
Fragasso Financial Advisors
Pennsylvania
$975K
SS
29
Sunbelt Securities
Texas
$922K -$16.1K -440 -2%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$922K -$2.15K -59 -0.2%
MFGM
31
Marshall Financial Group (Maryland)
Maryland
$879K -$136K -3,725 -13%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$766K
OC
33
Oppenheimer & Co
New York
$718K +$49.4K +1,353 +7%
1W
34
1776 Wealth
Georgia
$702K
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$699K -$341K -9,336 -33%
FPWM
36
FSB Premier Wealth Management
Iowa
$641K -$12.3K -338 -2%
IPW
37
Impact Partnership Wealth
Georgia
$591K +$591K +16,181 New
Truist Financial
38
Truist Financial
North Carolina
$587K -$14K -384 -2%
TFS
39
Thoroughbred Financial Services
Tennessee
$544K
IA
40
IFP Advisors
Florida
$519K -$130K -3,558 -20%
BWM
41
BCGM Wealth Management
Indiana
$482K
AWA
42
Arkadios Wealth Advisors
Georgia
$462K +$462K +12,667 New
KCFA
43
Key Client Fiduciary Advisors
New Jersey
$453K +$20.3K +557 +5%
SC
44
Scotia Capital
Ontario, Canada
$453K
CF
45
Centaurus Financial
California
$437K -$6.1K -167 -1%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$427K
BBPWM
47
Blue Bell Private Wealth Management
Pennsylvania
$418K
AAS
48
Ameritas Advisory Services
Nebraska
$408K +$104K +2,827 +34%
RJA
49
Raymond James & Associates
Florida
$387K -$32.1K -880 -8%
AIC
50
Archer Investment Corporation
Indiana
$380K