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FT Vest US Equity Buffer ETF January

120 hedge funds and large institutions have $226M invested in FT Vest US Equity Buffer ETF January in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+2
Holders Change %
+1.69%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
25
Reduced
55
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
1W
26
1776 Wealth
Georgia
$2.55M
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$2.43M -$223K -4,852 -8%
KWS
28
Keystone Wealth Services
California
$2.29M -$11.5K -250 -0.5%
IWN
29
Independent Wealth Network
Iowa
$2.27M -$8.68K -189 -0.4%
PFS
30
Prospera Financial Services
Texas
$2.2M +$400K +8,712 +22%
AWS
31
Atria Wealth Solutions
New York
$1.91M +$347K +7,554 +22%
SS
32
Sunbelt Securities
Texas
$1.91M -$855K -18,620 -31%
MSFS
33
Main Street Financial Solutions
Pennsylvania
$1.84M -$132K -2,885 -7%
OIA
34
OneDigital Investment Advisors
Kansas
$1.63M -$712K -15,522 -30%
AWM
35
AE Wealth Management
Kansas
$1.61M +$213K +4,633 +15%
IF
36
Integrity Financial
Wyoming
$1.58M -$61.4K -1,337 -4%
SI
37
Stephens Inc
Arkansas
$1.54M -$40.2K -876 -3%
OC
38
Oppenheimer & Co
New York
$1.21M +$138 +3 +0%
Truist Financial
39
Truist Financial
North Carolina
$1.14M -$2.53K -55 -0.2%
FFA
40
Fragasso Financial Advisors
Pennsylvania
$1.11M
CFGS
41
Concourse Financial Group Securities
Alabama
$1.06M -$11.1K -238 -1%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$1.03M -$8.08K -176 -0.8%
TLA
43
Tanglewood Legacy Advisors
Texas
$1.03M
MFGM
44
Marshall Financial Group (Maryland)
Maryland
$982K -$80.7K -1,758 -8%
AAS
45
Ameritas Advisory Services
Nebraska
$936K -$367K -7,993 -28%
OMC
46
Old Mission Capital
Illinois
$881K +$881K +19,193 New
BRWA
47
B. Riley Wealth Advisors
Florida
$874K -$23K -500 -3%
NA
48
NewEdge Advisors
Louisiana
$850K -$432K -9,402 -34%
HI
49
Harbour Investments
Wisconsin
$776K -$92.9K -2,024 -11%
SPIA
50
Steward Partners Investment Advisory
New York
$731K +$4.59K +100 +0.6%