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FT Vest US Equity Buffer ETF January
FJAN

121 hedge funds and large institutions have $228M invested in FT Vest US Equity Buffer ETF January in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

3% more funds holding

Funds holding: 118 → 121 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4.25% less ownership

Funds ownership: 33.72% → 29.48% (-4.2%)

10% less capital invested

Capital invested by funds: $252M → $228M (-$24M)

55% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 55

Holders
121
Holders Change
+3
Holders Change %
+2.54%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
25
Reduced
55
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FWM
Foguth Wealth Management
Michigan
+$2.52M
2
SAW
Signal Advisors Wealth
Michigan
+$2.07M
3
AssetMark Inc
AssetMark Inc
California
+$1.71M
4
OMC
Old Mission Capital
Illinois
+$870K
5
LPL Financial
LPL Financial
California
+$489K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$22.9M
2
ASN
Advisory Services Network
Georgia
-$4.05M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$3.9M
4
JP Morgan Chase
JP Morgan Chase
New York
-$1.54M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$731K +$4.53K +100 +0.6%
FPWM
52
FSB Premier Wealth Management
Iowa
$658K -$1.72K -38 -0.3%
TFS
53
Thoroughbred Financial Services
Tennessee
$643K -$40.8K -900 -6%
KPWS
54
Kestra Private Wealth Services
Texas
$616K – – –
FI
55
FWG Investments
Kentucky
$568K -$20.9K -461 -4%
IAS
56
Insigneo Advisory Services
Florida
$564K -$1.02M -22,484 -65%
SC
57
Scotia Capital
Ontario, Canada
$559K – – –
FFS
58
Founders Financial Securities
Maryland
$549K +$214K +4,718 +65%
TA
59
TFB Advisors
Kansas
$549K +$190K +4,194 +54%
CA
60
CoreCap Advisors
Michigan
$543K +$66.6K +1,469 +14%
CF
61
Centaurus Financial
California
$537K – – –
IP
62
Ignite Planners
California
$527K +$13.6K +300 +3%
MA
63
Mutual Advisors
Nebraska
$506K +$3.17K +70 +0.6%
BBPWM
64
Blue Bell Private Wealth Management
Pennsylvania
$486K -$53K -1,170 -10%
CFD
65
Creative Financial Designs
Indiana
$475K -$14K -308 -3%
IA
66
IFP Advisors
Florida
$474K +$27.3K +603 +6%
AIC
67
Archer Investment Corporation
Indiana
$463K -$7.52K -166 -2%
DFA
68
DHJJ Financial Advisors
Illinois
$454K -$62.3K -1,375 -12%
AIA
69
AssuredPartners Investment Advisors
Florida
$447K +$441K +9,737 New
HIS
70
Harvest Investment Services
Illinois
$446K -$12K -264 -3%
SB
71
Strategic Blueprint
Georgia
$442K -$453 -10 -0.1%
Envestnet Portfolio Solutions
72
Envestnet Portfolio Solutions
Illinois
$434K +$429K +9,463 New
FA
73
Faithward Advisors
Pennsylvania
$432K -$14.5K -320 -3%
BIM
74
Bullseye Investment Management
Ohio
$420K +$415K +9,158 New
LIA
75
Luken Investment Analytics
Tennessee
$404K – – –
1 2
3
4 5

FJAN Hedge Fund Activity: Q4 2024 in Review

121 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF January (FJAN) for Q4 2024, worth a combined $228M — down 9.5% from $252M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FJAN positions and 12 closed out — a net gain of 5 holders — while 25 added to existing stakes and 55 trimmed.

The largest buyer was Foguth Wealth Management, adding an estimated $2.52M. The largest seller was Osaic Holdings, cutting an estimated $22.9M.

  • 121 institutional investors held FT Vest US Equity Buffer ETF January (FJAN) as of Q4 2024, up from 118 in Q3 2024.
  • Funds reported $228M of FT Vest US Equity Buffer ETF January stock for Q4 2024, down 9.5% quarter-over-quarter.
  • 17 funds opened new FT Vest US Equity Buffer ETF January positions in Q4 2024 and 12 closed out, a net change of +5 holders.
  • The largest FT Vest US Equity Buffer ETF January buyer in Q4 2024 was Foguth Wealth Management, an estimated $2.52M added.
  • The largest FT Vest US Equity Buffer ETF January seller in Q4 2024 was Osaic Holdings, an estimated $22.9M sold.

Based on aggregated 13F filings for Q4 2024.