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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 %
LIA
76
Luken Investment Analytics
Tennessee
$394K
SA
77
Sanctuary Advisors
Indiana
$359K -$87.1K -1,913 -20%
BFG
78
Beacon Financial Group
Texas
$357K -$38.5K -862 -10%
MCWS
79
McKinley Carter Wealth Services
West Virginia
$354K
TA
80
TFB Advisors
Kansas
$347K +$36.2K +809 +12%
FFS
81
Founders Financial Securities
Maryland
$324K +$324K +7,248 New
HSA
82
HBK Sorce Advisory
Pennsylvania
$314K
SAI
83
Savvy Advisors Inc
New York
$307K -$12.3K -275 -4%
CIG
84
Cascade Investment Group
Colorado
$298K -$6.57K -147 -2%
SEIA
85
Signature Estate & Investment Advisors
California
$295K
PGWM
86
Pitti Group Wealth Management
New York
$291K
NS
87
NBC Securities
Alabama
$281K -$7.54K -169 -3%
SG
88
StoneX Group
New York
$276K -$147K -3,293 -35%
RC
89
Rovin Capital
Arizona
$275K
ACMA
90
Arbor Capital Management (Alaska)
Alaska
$270K -$2.32K -52 -0.9%
1SB
91
1ST Source Bank
Indiana
$262K
BCI
92
Brinker Capital Investments
Pennsylvania
$257K -$581 -13 -0.2%
OPS
93
Orion Portfolio Solutions
Nebraska
$257K -$581 -13 -0.2%
Mariner
94
Mariner
Kansas
$254K
AC
95
AIFG Consultants
New York
$247K -$96.1K -2,149 -28%
JSW
96
Journey Strategic Wealth
New Jersey
$238K -$4.43K -99 -2%
CB
97
Chris Bulman
California
$222K +$39.2K +876 +21%
CCG
98
Catalina Capital Group
California
$210K
NW
99
Naviter Wealth
Arkansas
$206K +$206K +4,604 New
UBS Group
100
UBS Group
Switzerland
$198K -$260K -5,820 -57%