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FT Vest US Equity Buffer ETF January
FJAN

Overview Fund Activity

121 hedge funds and large institutions have $337M invested in FT Vest US Equity Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 47 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+35
Holders Change %
+40.7%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
41
Increased
47
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIM
Freedom Investment Management
Connecticut
$29.8M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$14.2M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$15.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$18.5M
5
PFS
Prospera Financial Services
Texas
$11.6M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$1.39M
2
ACM
Anfield Capital Management
California
$0
3
BCM
Brookstone Capital Management
Illinois
$18.5M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$97.4K
5
BTWM
Baker Tilly Wealth Management
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
101
SOA Wealth Advisors
New York
$176K +$145K +3,462 +478%
GM
102
GeoWealth Management
Illinois
$141K +$141K +3,365 New
National Bank of Canada
103
National Bank of Canada
Quebec, Canada
$122K – – –
UBS Group
104
UBS Group
Switzerland
$103K +$103K +2,450 New
JPMorgan Chase & Co
105
JPMorgan Chase & Co
New York
$97.4K -$1.13M -26,921 -92%
LFG
106
Larson Financial Group
Missouri
$91.6K -$12.3K -293 -12%
CIAS
107
Capital Investment Advisory Services
North Carolina
$78.4K – – –
CAL
108
Capital Analysts LLC
Pennsylvania
$77K +$77K +1,843 New
GRP
109
Global Retirement Partners
California
$76.8K +$76.8K +1,830 New
ACA
110
Aptus Capital Advisors
Alabama
$63K – – –
AIP
111
Ameritas Investment Partners
Nebraska
$59.2K – – –
TCWA
112
Turtle Creek Wealth Advisors
Texas
$34K – – –
CAM
113
Creekmur Asset Management
Illinois
$32.2K – – –
CPA
114
Clear Point Advisors
New York
$21K – – –
SWM
115
Spire Wealth Management
Virginia
$19.9K – – –
PS
116
Principal Securities
Iowa
$17.8K – – –
VAG
117
VisionPoint Advisory Group
Texas
$13.9K – – –
LWANC
118
Laurel Wealth Advisors (North Carolina)
North Carolina
$12.1K +$12.1K +289 New
NP
119
NorthRock Partners
Minnesota
$11.1K +$11.1K +265 New
FFA
120
Farther Finance Advisors
California
$3.98K – – –
IPW
121
Impact Partnership Wealth
Georgia
$3.61K -$136K -3,233 -97%
ACM
122
Anfield Capital Management
California
– -$3.57M -89,738 Closed
BTWM
123
Baker Tilly Wealth Management
Wisconsin
– -$1.09M -27,375 Closed
KCFA
124
Key Client Fiduciary Advisors
New Jersey
– -$494K -12,403 Closed
LA
125
LM Advisors
California
– -$27.9K -700 Closed
2 3 4
5
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