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FT Vest US Equity Buffer ETF January

86 hedge funds and large institutions have $153M invested in FT Vest US Equity Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+7
Holders Change %
+8.86%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
14
Reduced
33
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$1.16M +$41.1K +1,031 +4%
BTWM
27
Baker Tilly Wealth Management
Wisconsin
$1.09M -$17.1K -430 -2%
FFA
28
Fragasso Financial Advisors
Pennsylvania
$1.06M
SS
29
Sunbelt Securities
Texas
$1.01M
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$964K -$41.3K -1,037 -4%
MFGM
31
Marshall Financial Group (Maryland)
Maryland
$949K -$10.2K -256 -1%
PCG
32
Prosperity Consulting Group
Maryland
$852K +$852K +21,399 New
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$852K +$16.3K +408 +2%
OC
34
Oppenheimer & Co
New York
$820K +$36.8K +924 +5%
1W
35
1776 Wealth
Georgia
$766K
Truist Financial
36
Truist Financial
North Carolina
$604K -$37K -928 -6%
TFS
37
Thoroughbred Financial Services
Tennessee
$594K
FPWM
38
FSB Premier Wealth Management
Iowa
$565K -$135K -3,379 -19%
BFG
39
Beacon Financial Group
Texas
$554K -$4.89M -122,720 -90%
BWM
40
BCGM Wealth Management
Indiana
$526K
IA
41
IFP Advisors
Florida
$503K -$62.4K -1,567 -11%
KCFA
42
Key Client Fiduciary Advisors
New Jersey
$494K
SC
43
Scotia Capital
Ontario, Canada
$494K
CF
44
Centaurus Financial
California
$477K
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$466K
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$455K -$836 -21 -0.2%
RJA
47
Raymond James & Associates
Florida
$452K +$29.3K +736 +7%
AWA
48
Arkadios Wealth Advisors
Georgia
$428K -$76.2K -1,912 -15%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$416K -$346K -8,689 -45%
AIC
50
Archer Investment Corporation
Indiana
$415K