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FT Vest US Equity Buffer ETF January
FJAN

Overview Fund Activity

142 hedge funds and large institutions have $365M invested in FT Vest US Equity Buffer ETF January in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 68 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-3
Holders Change %
-2.07%
% of All Funds
1.9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
37
Reduced
68
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SI
Stephens Inc
Arkansas
+$9.41M
2
SAW
Signal Advisors Wealth
Michigan
+$5.27M
3
FWM
Foguth Wealth Management
Michigan
+$4.87M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.4M
5
AssetMark Inc
AssetMark Inc
California
+$2.26M

Top Sellers

1
NWWA
New Wave Wealth Advisors
Arkansas
-$2.39M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.88M
3
AWS
Atria Wealth Solutions
New York
-$1.31M
4
MML Investors Services
MML Investors Services
Massachusetts
-$1.15M
5
PCG
Prosperity Consulting Group
Maryland
-$870K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
26
Semus Wealth Partners
Florida
$3.31M – – –
KWS
27
Keystone Wealth Services
California
$2.83M +$241K +5,072 +9%
1W
28
1776 Wealth
Georgia
$2.66M +$14.9K +314 +0.6%
AWM
29
Apollon Wealth Management
South Carolina
$2.63M +$1.81M +38,129 +222%
IWN
30
Independent Wealth Network
Iowa
$2.37M -$34.9K -735 -1%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$2.34M -$170K -3,581 -7%
AWM
32
Avior Wealth Management
Nebraska
$2.3M -$42.8K -900 -2%
FA
33
Faithward Advisors
Pennsylvania
$2.26M -$1.43K -30 -0.1%
IF
34
Integrity Financial
Wyoming
$2.13M +$18.4K +386 +0.9%
AI
35
Atria Investments
North Carolina
$2.12M +$584K +12,280 +38%
PFS
36
Prospera Financial Services
Texas
$1.94M -$355K -7,459 -15%
SS
37
Sunbelt Securities
Texas
$1.91M -$153K -3,325 -7%
MSFS
38
Main Street Financial Solutions
Pennsylvania
$1.86M – – –
HighTower Advisors
39
HighTower Advisors
Illinois
$1.77M -$461K -9,702 -21%
FI
40
FWG Investments
Kentucky
$1.6M +$139K +2,916 +9%
OIA
41
OneDigital Investment Advisors
Kansas
$1.57M -$57.2K -1,203 -4%
TA
42
TFB Advisors
Kansas
$1.48M -$93.1K -1,958 -6%
SAM
43
Synergy Asset Management
Washington
$1.33M -$20.5K -431 -2%
HIS
44
Harvest Investment Services
Illinois
$1.32M +$258K +5,422 +24%
MOS
45
MGO One Seven
Ohio
$1.32M +$825K +17,344 +165%
Truist Financial
46
Truist Financial
North Carolina
$1.25M -$23.3K -491 -2%
FFA
47
Fragasso Financial Advisors
Pennsylvania
$1.24M +$4.42K +93 +0.4%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$1.23M -$5.75K -121 -0.5%
IP
49
Ignite Planners
California
$1.22M -$15.6K -325 -1%
IAN
50
Integrated Advisors Network
Texas
$1.22M -$30.4K -639 -2%
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