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FT Vest US Equity Buffer ETF January

120 hedge funds and large institutions have $226M invested in FT Vest US Equity Buffer ETF January in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+2
Holders Change %
+1.69%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
25
Reduced
55
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
76
Advisory Services Network
Georgia
$370K -$4.1M -89,330 -92%
BFG
77
Beacon Financial Group
Texas
$367K
MCWS
78
McKinley Carter Wealth Services
West Virginia
$363K
Ameriprise
79
Ameriprise
Minnesota
$338K +$338K +7,368 New
HSA
80
HBK Sorce Advisory
Pennsylvania
$323K
CIG
81
Cascade Investment Group
Colorado
$303K -$3.67K -80 -1%
CB
82
Chris Bulman
California
$294K +$65.5K +1,426 +29%
ACMA
83
Arbor Capital Management (Alaska)
Alaska
$294K +$13.5K +291 +5%
SA
84
Sanctuary Advisors
Indiana
$288K -$78.9K -1,697 -22%
SG
85
StoneX Group
New York
$281K -$2.75K -60 -1%
AWA
86
Arkadios Wealth Advisors
Georgia
$278K -$151K -3,299 -35%
1SB
87
1ST Source Bank
Indiana
$269K
BCI
88
Brinker Capital Investments
Pennsylvania
$264K +$184 +4 +0.1%
OPS
89
Orion Portfolio Solutions
Nebraska
$264K +$184 +4 +0.1%
AAS
90
Avantax Advisory Services
Texas
$248K -$203K -4,414 -45%
JSW
91
Journey Strategic Wealth
New Jersey
$244K
Mariner
92
Mariner
Kansas
$230K -$30.4K -662 -12%
TSS
93
Two Sigma Securities
New York
$229K +$229K +4,991 New
CCG
94
Catalina Capital Group
California
$215K
PGWM
95
Pitti Group Wealth Management
New York
$213K -$122K -2,650 -36%
LSA
96
Lion Street Advisors
Texas
$205K +$205K +4,469 New
NW
97
Naviter Wealth
Arkansas
$202K -$9.18K -200 -4%
SWA
98
SOA Wealth Advisors
New York
$177K
National Bank of Canada
99
National Bank of Canada
Quebec, Canada
$133K
CIAS
100
Capital Investment Advisory Services
North Carolina
$85.7K