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FT Vest US Equity Buffer ETF January

141 hedge funds and large institutions have $354M invested in FT Vest US Equity Buffer ETF January in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 66 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $370M → $354M (-$16.2M)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

2% less funds holding

Funds holding: 144141 (-3)

3.06% less ownership

Funds ownership: 34.79%31.73% (-3.1%)

50% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 66

Holders
141
Holders Change
-3
Holders Change %
-2.08%
% of All Funds
1.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
33
Reduced
66
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWS
26
Keystone Wealth Services
California
$2.81M -$176K -3,600 -6%
AWM
27
Apollon Wealth Management
South Carolina
$2.76M -$15.1K -310 -0.6%
IWN
28
Independent Wealth Network
Iowa
$2.5M -$4.59K -94 -0.2%
FA
29
Faithward Advisors
Pennsylvania
$2.38M -$1.91K -39 -0.1%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$2.34M +$1.15M +23,586 +102%
SS
31
Sunbelt Securities
Texas
$2.25M +$162K +3,325 +8%
IF
32
Integrity Financial
Wyoming
$2.21M -$41.1K -841 -2%
MFN
33
Midwest Financial Network
Illinois
$2.17M +$66.9K +1,370 +3%
PFS
34
Prospera Financial Services
Texas
$1.99M -$53.1K -1,087 -3%
AWM
35
Avior Wealth Management
Nebraska
$1.96M -$452K -9,259 -19%
MSFS
36
Main Street Financial Solutions
Pennsylvania
$1.94M -$18.6K -380 -1%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$1.94M -$514K -10,528 -21%
HighTower Advisors
38
HighTower Advisors
Illinois
$1.85M -$15.8K -324 -0.9%
FI
39
FWG Investments
Kentucky
$1.66M -$33.4K -683 -2%
TA
40
TFB Advisors
Kansas
$1.5M -$52.1K -1,066 -3%
SB
41
Strategic Blueprint
Georgia
$1.44M +$350K +7,162 +33%
FFA
42
Fragasso Financial Advisors
Pennsylvania
$1.31M -$2.15K -44 -0.2%
IAN
43
Integrated Advisors Network
Texas
$1.29M -$244 -5 -0%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$1.27M -$23.3K -477 -2%
Truist Financial
45
Truist Financial
North Carolina
$1.26M -$61.9K -1,268 -5%
OC
46
Oppenheimer & Co
New York
$1.24M +$14.9K +305 +1%
AWM
47
AE Wealth Management
Kansas
$1.2M -$7.86K -161 -0.7%
HI
48
Harbour Investments
Wisconsin
$1.2M +$89.6K +1,834 +8%
IP
49
Ignite Planners
California
$1.18M -$94.1K -1,927 -8%
TLA
50
Tanglewood Legacy Advisors
Texas
$1.18M