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FT Vest US Equity Buffer ETF January

123 hedge funds and large institutions have $295M invested in FT Vest US Equity Buffer ETF January in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 19 increasing their positions, 54 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+2
Holders Change %
+1.65%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
19
Reduced
54
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SA
76
Sanctuary Advisors
Indiana
$407K +$407K +9,801 New
AWA
77
Arkadios Wealth Advisors
Georgia
$406K -$3.56K -82 -0.9%
HIS
78
Harvest Investment Services
Illinois
$406K -$260 -6 -0.1%
CA
79
CoreCap Advisors
Michigan
$406K +$49K +1,128 +14%
BFG
80
Beacon Financial Group
Texas
$384K -$107K -2,456 -22%
LIA
81
Luken Investment Analytics
Tennessee
$382K
PFS
82
Prospera Financial Services
Texas
$350K -$11.6M -267,176 -97%
MCWS
83
McKinley Carter Wealth Services
West Virginia
$343K
AC
84
AIFG Consultants
New York
$333K
SAW
85
Signal Advisors Wealth
Michigan
$310K -$4.17M -95,970 -93%
SAI
86
Savvy Advisors Inc
New York
$310K
Wolverine Trading
87
Wolverine Trading
Illinois
$309K +$309K +7,123 New
HSA
88
HBK Sorce Advisory
Pennsylvania
$305K -$6.86K -158 -2%
TA
89
TFB Advisors
Kansas
$302K +$302K +6,955 New
CIG
90
Cascade Investment Group
Colorado
$296K +$10.9K +250 +4%
PGWM
91
Pitti Group Wealth Management
New York
$291K +$48.8K +1,224 +20%
SEIA
92
Signature Estate & Investment Advisors
California
$286K +$286K +6,598 New
NS
93
NBC Securities
Alabama
$280K
RC
94
Rovin Capital
Arizona
$267K
AWM
95
Accel Wealth Management
Iowa
$266K
ACMA
96
Arbor Capital Management (Alaska)
Alaska
$265K -$2.52K -58 -0.9%
1SB
97
1ST Source Bank
Indiana
$254K
BCI
98
Brinker Capital Investments
Pennsylvania
$250K +$26.9K +620 +12%
OPS
99
Orion Portfolio Solutions
Nebraska
$250K +$26.9K +620 +12%
Mariner
100
Mariner
Kansas
$246K