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FT Vest US Equity Buffer ETF January

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: 118121 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
CW
76
CreativeOne Wealth
Kansas
$395K -$162K -3,575 -29%
ASN
77
Advisory Services Network
Georgia
$370K -$4.05M -89,330 -92%
BFG
78
Beacon Financial Group
Texas
$367K
MCWS
79
McKinley Carter Wealth Services
West Virginia
$363K
Ameriprise
80
Ameriprise
Minnesota
$338K +$334K +7,368 New
HSA
81
HBK Sorce Advisory
Pennsylvania
$323K
CIG
82
Cascade Investment Group
Colorado
$303K -$3.63K -80 -1%
CB
83
Chris Bulman
California
$294K +$64.6K +1,426 +29%
ACMA
84
Arbor Capital Management (Alaska)
Alaska
$294K +$13.2K +291 +5%
SA
85
Sanctuary Advisors
Indiana
$288K -$76.9K -1,697 -22%
SG
86
StoneX Group
New York
$281K -$2.72K -60 -1%
AWA
87
Arkadios Wealth Advisors
Georgia
$278K -$150K -3,299 -35%
1SB
88
1ST Source Bank
Indiana
$269K
BCI
89
Brinker Capital Investments
Pennsylvania
$264K +$181 +4 +0.1%
OPS
90
Orion Portfolio Solutions
Nebraska
$264K +$181 +4 +0.1%
AAS
91
Avantax Advisory Services
Texas
$248K -$200K -4,414 -45%
JSW
92
Journey Strategic Wealth
New Jersey
$244K
Mariner
93
Mariner
Kansas
$230K -$30K -662 -12%
TSS
94
Two Sigma Securities
New York
$229K +$226K +4,991 New
CCG
95
Catalina Capital Group
California
$215K
PGWM
96
Pitti Group Wealth Management
New York
$213K -$120K -2,650 -36%
LSA
97
Lion Street Advisors
Texas
$205K +$203K +4,469 New
NW
98
Naviter Wealth
Arkansas
$202K -$9.06K -200 -4%
SWA
99
SOA Wealth Advisors
New York
$177K
National Bank of Canada
100
National Bank of Canada
Quebec, Canada
$133K

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.