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FT Vest US Equity Buffer ETF January

145 hedge funds and large institutions have $292M invested in FT Vest US Equity Buffer ETF January in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 17 increasing their positions, 78 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

3% more funds holding

Funds holding: 141145 (+4)

5.97% less ownership

Funds ownership: 31.73%25.75% (-6%)

18% less capital invested

Capital invested by funds: $354M → $292M (-$62.2M)

78% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 78

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
145
Holders Change
+4
Holders Change %
+2.84%
% of All Funds
1.76%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
17
Reduced
78
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
51
Money Concepts Capital
Florida
$1.02M +$1M +19,722 New
HIS
52
Harvest Investment Services
Illinois
$1.02M -$28.4K -559 -3%
PCG
53
Prosperity Consulting Group
Maryland
$1.02M -$113K -2,232 -10%
HI
54
Harbour Investments
Wisconsin
$1.01M -$224K -4,416 -18%
AWA
55
Arkadios Wealth Advisors
Georgia
$952K -$89.7K -1,767 -9%
NA
56
NewEdge Advisors
Louisiana
$951K -$5.33K -105 -0.6%
FPWM
57
FSB Premier Wealth Management
Iowa
$920K +$10.7K +210 +1%
CF
58
Centaurus Financial
California
$912K -$13.3K -262 -1%
EWS
59
Evergreen Wealth Solutions
Pennsylvania
$879K +$862K +16,977 New
KPWS
60
Kestra Private Wealth Services
Texas
$857K
MA
61
Mutual Advisors
Nebraska
$796K
SPIA
62
Steward Partners Investment Advisory
New York
$792K -$16.5K -325 -2%
CA
63
CoreCap Advisors
Michigan
$755K +$9.85K +194 +1%
Mariner
64
Mariner
Kansas
$750K +$186K +3,670 +34%
UCFA
65
United Capital Financial Advisors
Texas
$718K -$38.1K -750 -5%
GVAG
66
Great Valley Advisor Group
Delaware
$718K -$37K -729 -5%
CW
67
CreativeOne Wealth
Kansas
$697K -$2.26M -44,479 -77%
RA
68
RFG Advisory
Alabama
$694K +$63K +1,242 +10%
OIA
69
OneDigital Investment Advisors
Kansas
$642K -$11.1K -218 -2%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$613K -$18.4K -363 -3%
IAS
71
Insigneo Advisory Services
Florida
$606K
CFD
72
Creative Financial Designs
Indiana
$583K -$6.75K -133 -1%
AAS
73
Ameritas Advisory Services
Nebraska
$561K -$23K -453 -4%
DFA
74
DHJJ Financial Advisors
Illinois
$530K -$19.8K -390 -4%
PAS
75
Park Avenue Securities
New York
$529K +$7.92K +156 +2%