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FT Vest US Equity Buffer ETF January
FJAN

Overview Fund Activity

121 hedge funds and large institutions have $337M invested in FT Vest US Equity Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 47 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+35
Holders Change %
+40.7%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
41
Increased
47
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIM
Freedom Investment Management
Connecticut
$29.8M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$14.2M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$15.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$18.5M
5
PFS
Prospera Financial Services
Texas
$11.6M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$1.39M
2
ACM
Anfield Capital Management
California
$0
3
BCM
Brookstone Capital Management
Illinois
$18.5M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$97.4K
5
BTWM
Baker Tilly Wealth Management
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
51
Avantax Advisory Services
Texas
$993K +$993K +23,654 New
TLA
52
Tanglewood Legacy Advisors
Texas
$945K +$906K +21,588 +2,311%
OC
53
Oppenheimer & Co
New York
$905K +$40K +953 +5%
FPWM
54
FSB Premier Wealth Management
Iowa
$899K +$304K +7,239 +51%
SPIA
55
Steward Partners Investment Advisory
New York
$668K +$647K +15,405 +3,081%
LNC
56
Lincoln National Corp
Pennsylvania
$663K +$663K +15,801 New
TFS
57
Thoroughbred Financial Services
Tennessee
$626K – – –
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$588K +$151K +3,589 +34%
FI
59
FWG Investments
Kentucky
$582K +$225K +5,352 +63%
KPWS
60
Kestra Private Wealth Services
Texas
$574K +$230K +5,470 +67%
BWM
61
BCGM Wealth Management
Indiana
$554K – – –
SB
62
Strategic Blueprint
Georgia
$554K +$554K +13,195 New
SWP
63
Semus Wealth Partners
Florida
$522K +$522K +12,424 New
MA
64
Mutual Advisors
Nebraska
$514K +$514K +12,244 New
SC
65
Scotia Capital
Ontario, Canada
$511K -$9.66K -230 -2%
BBPWM
66
Blue Bell Private Wealth Management
Pennsylvania
$501K +$21K +500 +4%
CF
67
Centaurus Financial
California
$495K -$8.03K -191 -2%
Envestnet Portfolio Solutions
68
Envestnet Portfolio Solutions
Illinois
$483K +$483K +11,496 New
DFA
69
DHJJ Financial Advisors
Illinois
$478K +$83.8K +1,995 +21%
BFG
70
Beacon Financial Group
Texas
$475K -$109K -2,594 -19%
IP
71
Ignite Planners
California
$468K +$468K +11,163 New
IA
72
IFP Advisors
Florida
$449K -$81.2K -1,935 -15%
CFD
73
Creative Financial Designs
Indiana
$449K +$449K +10,696 New
AIC
74
Archer Investment Corporation
Indiana
$437K – – –
FA
75
Faithward Advisors
Pennsylvania
$418K +$418K +9,957 New
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3
4 5