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FT Vest US Equity Buffer ETF January

78 hedge funds and large institutions have $151M invested in FT Vest US Equity Buffer ETF January in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
-2
Holders Change %
-2.5%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
10
Reduced
36
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HSA
51
HBK Sorce Advisory
Pennsylvania
$349K -$110K -2,962 -24%
CAAS
52
Capital Asset Advisory Services
Michigan
$347K
LIA
53
Luken Investment Analytics
Tennessee
$327K
AAS
54
Ameritas Advisory Services
Nebraska
$306K -$104K -2,827 -25%
BFG
55
Beacon Financial Group
Texas
$302K
SG
56
StoneX Group
New York
$299K +$299K +8,031 New
NW
57
Naviter Wealth
Arkansas
$276K +$276K +7,427 New
TF
58
Trek Financial
Arizona
$272K
PGWM
59
Pitti Group Wealth Management
New York
$272K
CW
60
CreativeOne Wealth
Kansas
$226K -$1.67M -44,975 -88%
1SB
61
1ST Source Bank
Indiana
$218K
Mariner
62
Mariner
Kansas
$211K -$3.12K -84 -1%
MCWS
63
McKinley Carter Wealth Services
West Virginia
$203K +$203K +5,470 New
UBS Group
64
UBS Group
Switzerland
$137K +$76.6K +2,059 +128%
National Bank of Canada
65
National Bank of Canada
Quebec, Canada
$108K
LFG
66
Larson Financial Group
Missouri
$92.1K
PIAS
67
PCA Investment Advisory Services
Ohio
$87.4K +$87.4K +2,350 New
TLA
68
Tanglewood Legacy Advisors
Texas
$70.4K
ACA
69
Aptus Capital Advisors
Alabama
$70.3K -$66.6K -1,790 -49%
CIAS
70
Capital Investment Advisory Services
North Carolina
$69.5K -$1.12K -30 -2%
AIP
71
Ameritas Investment Partners
Nebraska
$54.5K -$8.74K -235 -14%
SWM
72
Spire Wealth Management
Virginia
$45.6K -$20.5K -550 -31%
SWA
73
SOA Wealth Advisors
New York
$26.9K
SPIA
74
Steward Partners Investment Advisory
New York
$18.6K
VAG
75
VisionPoint Advisory Group
Texas
$12.3K +$12.3K +330 New