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FT Vest US Equity Buffer ETF January

123 hedge funds and large institutions have $295M invested in FT Vest US Equity Buffer ETF January in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 19 increasing their positions, 54 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+2
Holders Change %
+1.65%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
19
Reduced
54
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.79M -$94.3K -2,174 -3%
SS
27
Sunbelt Securities
Texas
$2.61M -$47.4K -1,092 -2%
1W
28
1776 Wealth
Georgia
$2.41M
OIA
29
OneDigital Investment Advisors
Kansas
$2.31M -$229K -5,278 -9%
KWS
30
Keystone Wealth Services
California
$2.17M
IWN
31
Independent Wealth Network
Iowa
$2.14M -$391 -9 -0%
NA
32
NewEdge Advisors
Louisiana
$2.13M -$124K -2,860 -5%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$2.11M +$1.5M +34,528 +246%
MSFS
34
Main Street Financial Solutions
Pennsylvania
$1.98M -$14K -322 -0.7%
IF
35
Integrity Financial
Wyoming
$1.79M -$73K -1,682 -4%
SI
36
Stephens Inc
Arkansas
$1.54M
AWS
37
Atria Wealth Solutions
New York
$1.53M -$38.8K -895 -2%
IAS
38
Insigneo Advisory Services
Florida
$1.52M +$1.52M +36,254 New
AWM
39
AE Wealth Management
Kansas
$1.35M -$77.5K -1,785 -5%
HI
40
Harbour Investments
Wisconsin
$1.35M -$1.07M -24,582 -44%
AAS
41
Ameritas Advisory Services
Nebraska
$1.28M +$29.8K +687 +2%
OC
42
Oppenheimer & Co
New York
$1.23M +$294K +6,766 +31%
Truist Financial
43
Truist Financial
North Carolina
$1.09M -$59.1K -1,362 -5%
FFA
44
Fragasso Financial Advisors
Pennsylvania
$1.08M
MFGM
45
Marshall Financial Group (Maryland)
Maryland
$1.02M -$25.9K -596 -2%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$1.01M -$28.3K -651 -3%
CFGS
47
Concourse Financial Group Securities
Alabama
$1M -$43.7K -1,006 -4%
AssetMark Inc
48
AssetMark Inc
California
$987K +$987K +22,745 New
OMC
49
Old Mission Capital
Illinois
$981K +$981K +22,605 New
TLA
50
Tanglewood Legacy Advisors
Texas
$978K