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FT Vest US Equity Buffer ETF January

120 hedge funds and large institutions have $226M invested in FT Vest US Equity Buffer ETF January in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+2
Holders Change %
+1.69%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
25
Reduced
55
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FPWM
51
FSB Premier Wealth Management
Iowa
$658K -$1.74K -38 -0.3%
TFS
52
Thoroughbred Financial Services
Tennessee
$643K -$41.3K -900 -6%
KPWS
53
Kestra Private Wealth Services
Texas
$616K
FI
54
FWG Investments
Kentucky
$568K -$21.2K -461 -4%
IAS
55
Insigneo Advisory Services
Florida
$564K -$1.03M -22,484 -65%
SC
56
Scotia Capital
Ontario, Canada
$559K
FFS
57
Founders Financial Securities
Maryland
$549K +$217K +4,718 +65%
TA
58
TFB Advisors
Kansas
$549K +$193K +4,194 +54%
CA
59
CoreCap Advisors
Michigan
$543K +$67.4K +1,469 +14%
CF
60
Centaurus Financial
California
$537K
IP
61
Ignite Planners
California
$527K +$13.8K +300 +3%
MA
62
Mutual Advisors
Nebraska
$506K +$3.23K +70 +0.6%
BBPWM
63
Blue Bell Private Wealth Management
Pennsylvania
$486K -$53.7K -1,170 -10%
CFD
64
Creative Financial Designs
Indiana
$475K -$14.1K -308 -3%
IA
65
IFP Advisors
Florida
$474K +$27.7K +603 +6%
AIC
66
Archer Investment Corporation
Indiana
$463K -$7.62K -166 -2%
DFA
67
DHJJ Financial Advisors
Illinois
$454K -$63.1K -1,375 -12%
AIA
68
AssuredPartners Investment Advisors
Florida
$447K +$447K +9,737 New
HIS
69
Harvest Investment Services
Illinois
$446K -$12.1K -264 -3%
SB
70
Strategic Blueprint
Georgia
$442K -$459 -10 -0.1%
Envestnet Portfolio Solutions
71
Envestnet Portfolio Solutions
Illinois
$434K +$434K +9,463 New
FA
72
Faithward Advisors
Pennsylvania
$432K -$14.7K -320 -3%
BIM
73
Bullseye Investment Management
Ohio
$420K +$420K +9,158 New
LIA
74
Luken Investment Analytics
Tennessee
$404K
CW
75
CreativeOne Wealth
Kansas
$395K -$164K -3,575 -29%