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FT Vest US Equity Buffer ETF January

142 hedge funds and large institutions have $365M invested in FT Vest US Equity Buffer ETF January in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 68 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-3
Holders Change %
-2.07%
% of All Funds
1.9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
37
Reduced
68
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
76
Creative Financial Designs
Indiana
$536K +$9.03K +190 +2%
GFG
77
Grantvest Financial Group
New Jersey
$527K
Envestnet Portfolio Solutions
78
Envestnet Portfolio Solutions
Illinois
$522K +$522K +10,985 New
FIA
79
Foundations Investment Advisors
Arizona
$522K +$522K +10,981 New
DFA
80
DHJJ Financial Advisors
Illinois
$517K -$1.66K -35 -0.3%
Mariner
81
Mariner
Kansas
$514K -$91.2K -1,919 -15%
BBPWM
82
Blue Bell Private Wealth Management
Pennsylvania
$502K
KWA
83
Kingswood Wealth Advisors
California
$500K -$19.3K -405 -4%
NG
84
Novem Group
New York
$492K +$2.85K +60 +0.6%
AIC
85
Archer Investment Corporation
Indiana
$480K
RA
86
RFG Advisory
Alabama
$459K +$459K +9,643 New
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$453K -$42.7K -899 -9%
SFS
88
Sowell Financial Services
Arkansas
$448K -$12.6K -265 -3%
AIA
89
AssuredPartners Investment Advisors
Florida
$420K -$40.2K -845 -9%
LIA
90
Luken Investment Analytics
Tennessee
$418K
FFA
91
Farther Finance Advisors
California
$415K -$2.47K -52 -0.6%
IA
92
IFP Advisors
Florida
$397K -$110K -2,308 -22%
SAI
93
Savvy Advisors Inc
New York
$393K -$571 -12 -0.1%
MCWS
94
McKinley Carter Wealth Services
West Virginia
$376K
BRWA
95
B. Riley Wealth Advisors
Florida
$360K +$360K +7,575 New
HSA
96
HBK Sorce Advisory
Pennsylvania
$353K
BIM
97
Bullseye Investment Management
Ohio
$344K
NS
98
NBC Securities
Alabama
$342K -$57.5K -1,213 -14%
CAG
99
Csenge Advisory Group
Florida
$334K -$138 -3 -0%
PAS
100
Park Avenue Securities
New York
$330K