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FT Vest US Equity Buffer ETF January

79 hedge funds and large institutions have $145M invested in FT Vest US Equity Buffer ETF January in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+1
Holders Change %
+1.28%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
7
Reduced
37
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DFA
51
DHJJ Financial Advisors
Illinois
$352K
CFGS
52
Concourse Financial Group Securities
Alabama
$345K
KPWS
53
Kestra Private Wealth Services
Texas
$329K -$186K -5,090 -36%
AWM
54
Axxcess Wealth Management
California
$326K +$326K +8,934 New
CAAS
55
Capital Asset Advisory Services
Michigan
$324K -$18.3K -495 -5%
LIA
56
Luken Investment Analytics
Tennessee
$321K
HSA
57
HBK Sorce Advisory
Pennsylvania
$307K -$35.8K -980 -10%
SG
58
StoneX Group
New York
$288K -$5.48K -150 -2%
TF
59
Trek Financial
Arizona
$267K
PGWM
60
Pitti Group Wealth Management
New York
$266K
Citadel Advisors
61
Citadel Advisors
Florida
$266K -$536K -14,688 -67%
NA
62
NewEdge Advisors
Louisiana
$246K +$246K +6,751 New
NW
63
Naviter Wealth
Arkansas
$242K -$29.2K -800 -11%
CBFP
64
Cedar Brook Financial Partners
Ohio
$241K -$147K -4,014 -38%
1SB
65
1ST Source Bank
Indiana
$214K
CW
66
CreativeOne Wealth
Kansas
$210K -$12.2K -335 -6%
NS
67
NBC Securities
Alabama
$146K +$146K +4,026 New
National Bank of Canada
68
National Bank of Canada
Quebec, Canada
$106K
LFG
69
Larson Financial Group
Missouri
$90.4K
TLA
70
Tanglewood Legacy Advisors
Texas
$69.1K
ACA
71
Aptus Capital Advisors
Alabama
$69K
CIAS
72
Capital Investment Advisory Services
North Carolina
$68.2K
AIP
73
Ameritas Investment Partners
Nebraska
$53.5K
SWA
74
SOA Wealth Advisors
New York
$26.4K
SPIA
75
Steward Partners Investment Advisory
New York
$18.3K