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FT Vest US Equity Buffer ETF January
FJAN

Overview Fund Activity

121 hedge funds and large institutions have $337M invested in FT Vest US Equity Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 47 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+35
Holders Change %
+40.7%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
41
Increased
47
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIM
Freedom Investment Management
Connecticut
$29.8M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$14.2M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$15.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$18.5M
5
PFS
Prospera Financial Services
Texas
$11.6M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$1.39M
2
ACM
Anfield Capital Management
California
$0
3
BCM
Brookstone Capital Management
Illinois
$18.5M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$97.4K
5
BTWM
Baker Tilly Wealth Management
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$3.87M +$3.39M +80,732 +711%
AP
27
Americana Partners
Texas
$3.73M +$3.73M +88,790 New
WP
28
WealthPLAN Partners
Nebraska
$3.62M +$3.62M +86,243 New
PFA
29
Plotkin Financial Advisors
Maryland
$3.42M +$3.42M +81,509 New
KAS
30
Kestra Advisory Services
Texas
$3.36M +$1.66M +39,660 +98%
RFG
31
REAP Financial Group
Texas
$3.31M +$1.48M +35,274 +81%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$2.79M +$944K +22,485 +51%
SS
33
Sunbelt Securities
Texas
$2.57M +$1.51M +36,022 +143%
OIA
34
OneDigital Investment Advisors
Kansas
$2.45M +$401K +9,551 +20%
HI
35
Harbour Investments
Wisconsin
$2.34M +$1.08M +25,711 +85%
1W
36
1776 Wealth
Georgia
$2.33M +$1.53M +36,363 +189%
NA
37
NewEdge Advisors
Louisiana
$2.18M +$217K +5,179 +11%
KWS
38
Keystone Wealth Services
California
$2.1M +$405K +9,649 +24%
IWN
39
Independent Wealth Network
Iowa
$2.07M +$2.07M +49,390 New
MSFS
40
Main Street Financial Solutions
Pennsylvania
$1.93M +$590K +14,050 +44%
IF
41
Integrity Financial
Wyoming
$1.81M +$23.4K +557 +1%
AWS
42
Atria Wealth Solutions
New York
$1.51M +$281K +6,693 +23%
SI
43
Stephens Inc
Arkansas
$1.49M +$1.49M +35,433 New
AWM
44
AE Wealth Management
Kansas
$1.39M -$8.54M -203,464 -86%
AAS
45
Ameritas Advisory Services
Nebraska
$1.2M +$1.2M +28,773 New
Truist Financial
46
Truist Financial
North Carolina
$1.11M +$473K +11,272 +74%
FFA
47
Fragasso Financial Advisors
Pennsylvania
$1.05M -$74.8K -1,781 -7%
MFGM
48
Marshall Financial Group (Maryland)
Maryland
$1.01M +$13.3K +317 +1%
CFGS
49
Concourse Financial Group Securities
Alabama
$1.01M +$616K +14,677 +155%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$1M -$12.4K -296 -1%
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