FJAN icon

FT Vest US Equity Buffer ETF January

118 hedge funds and large institutions have $252M invested in FT Vest US Equity Buffer ETF January in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 66 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
-5
Holders Change %
-4.07%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
7
Increased
14
Reduced
66
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TLA
51
Tanglewood Legacy Advisors
Texas
$1.01M
BRWA
52
B. Riley Wealth Advisors
Florida
$873K -$113K -2,519 -11%
HI
53
Harbour Investments
Wisconsin
$846K -$549K -12,279 -39%
SPIA
54
Steward Partners Investment Advisory
New York
$708K
TFS
55
Thoroughbred Financial Services
Tennessee
$667K
FPWM
56
FSB Premier Wealth Management
Iowa
$642K -$295K -6,589 -31%
KPWS
57
Kestra Private Wealth Services
Texas
$601K -$11.4K -255 -2%
BWM
58
BCGM Wealth Management
Indiana
$590K
FI
59
FWG Investments
Kentucky
$574K -$5.86K -131 -1%
CW
60
CreativeOne Wealth
Kansas
$544K -$152K -3,399 -22%
SC
61
Scotia Capital
Ontario, Canada
$544K
BBPWM
62
Blue Bell Private Wealth Management
Pennsylvania
$526K -$1.48K -33 -0.3%
CF
63
Centaurus Financial
California
$523K -$3.94K -88 -0.7%
DFA
64
DHJJ Financial Advisors
Illinois
$504K
IP
65
Ignite Planners
California
$499K
MA
66
Mutual Advisors
Nebraska
$490K
CFD
67
Creative Financial Designs
Indiana
$477K -$33.7K -753 -7%
CA
68
CoreCap Advisors
Michigan
$463K +$45.7K +1,021 +11%
AIC
69
Archer Investment Corporation
Indiana
$458K -$7.51K -168 -2%
HIS
70
Harvest Investment Services
Illinois
$446K +$28.3K +632 +7%
AAS
71
Avantax Advisory Services
Texas
$439K -$502K -11,235 -53%
FA
72
Faithward Advisors
Pennsylvania
$435K -$5.01K -112 -1%
IA
73
IFP Advisors
Florida
$435K -$13.2K -295 -3%
SB
74
Strategic Blueprint
Georgia
$431K -$1.12K -25 -0.3%
AWA
75
Arkadios Wealth Advisors
Georgia
$419K