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FT Vest US Equity Buffer ETF January
FJAN

121 hedge funds and large institutions have $228M invested in FT Vest US Equity Buffer ETF January in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

3% more funds holding

Funds holding: 118 → 121 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4.25% less ownership

Funds ownership: 33.72% → 29.48% (-4.2%)

10% less capital invested

Capital invested by funds: $252M → $228M (-$24M)

55% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 55

Holders
121
Holders Change
+3
Holders Change %
+2.54%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
25
Reduced
55
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FWM
Foguth Wealth Management
Michigan
+$2.52M
2
SAW
Signal Advisors Wealth
Michigan
+$2.07M
3
AssetMark Inc
AssetMark Inc
California
+$1.71M
4
OMC
Old Mission Capital
Illinois
+$870K
5
LPL Financial
LPL Financial
California
+$489K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$22.9M
2
ASN
Advisory Services Network
Georgia
-$4.05M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$3.9M
4
JP Morgan Chase
JP Morgan Chase
New York
-$1.54M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
1W
26
1776 Wealth
Georgia
$2.55M – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$2.43M -$220K -4,852 -8%
KWS
28
Keystone Wealth Services
California
$2.29M -$11.3K -250 -0.5%
IWN
29
Independent Wealth Network
Iowa
$2.27M -$8.57K -189 -0.4%
PFS
30
Prospera Financial Services
Texas
$2.2M +$395K +8,712 +22%
MFN
31
Midwest Financial Network
Illinois
$1.94M +$1.92M +42,351 New
AWS
32
Atria Wealth Solutions
New York
$1.91M +$342K +7,554 +22%
SS
33
Sunbelt Securities
Texas
$1.91M -$844K -18,620 -31%
MSFS
34
Main Street Financial Solutions
Pennsylvania
$1.84M -$131K -2,885 -7%
OIA
35
OneDigital Investment Advisors
Kansas
$1.63M -$704K -15,522 -30%
AWM
36
AE Wealth Management
Kansas
$1.61M +$210K +4,633 +15%
IF
37
Integrity Financial
Wyoming
$1.58M -$60.6K -1,337 -4%
SI
38
Stephens Inc
Arkansas
$1.54M -$39.7K -876 -3%
OC
39
Oppenheimer & Co
New York
$1.21M +$136 +3 +0%
Truist Financial
40
Truist Financial
North Carolina
$1.14M -$2.49K -55 -0.2%
FFA
41
Fragasso Financial Advisors
Pennsylvania
$1.11M – – –
CFGS
42
Concourse Financial Group Securities
Alabama
$1.06M -$10.8K -238 -1%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$1.03M -$7.98K -176 -0.8%
TLA
44
Tanglewood Legacy Advisors
Texas
$1.03M – – –
MFGM
45
Marshall Financial Group (Maryland)
Maryland
$982K -$79.7K -1,758 -8%
AAS
46
Ameritas Advisory Services
Nebraska
$936K -$362K -7,993 -28%
OMC
47
Old Mission Capital
Illinois
$881K +$870K +19,193 New
BRWA
48
B. Riley Wealth Advisors
Florida
$874K -$22.7K -500 -3%
NA
49
NewEdge Advisors
Louisiana
$850K -$426K -9,402 -34%
HI
50
Harbour Investments
Wisconsin
$776K -$91.7K -2,024 -11%
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FJAN Hedge Fund Activity: Q4 2024 in Review

121 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF January (FJAN) for Q4 2024, worth a combined $228M — down 9.5% from $252M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FJAN positions and 12 closed out — a net gain of 5 holders — while 25 added to existing stakes and 55 trimmed.

The largest buyer was Foguth Wealth Management, adding an estimated $2.52M. The largest seller was Osaic Holdings, cutting an estimated $22.9M.

  • 121 institutional investors held FT Vest US Equity Buffer ETF January (FJAN) as of Q4 2024, up from 118 in Q3 2024.
  • Funds reported $228M of FT Vest US Equity Buffer ETF January stock for Q4 2024, down 9.5% quarter-over-quarter.
  • 17 funds opened new FT Vest US Equity Buffer ETF January positions in Q4 2024 and 12 closed out, a net change of +5 holders.
  • The largest FT Vest US Equity Buffer ETF January buyer in Q4 2024 was Foguth Wealth Management, an estimated $2.52M added.
  • The largest FT Vest US Equity Buffer ETF January seller in Q4 2024 was Osaic Holdings, an estimated $22.9M sold.

Based on aggregated 13F filings for Q4 2024.