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FT Vest US Equity Buffer ETF January

123 hedge funds and large institutions have $295M invested in FT Vest US Equity Buffer ETF January in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 19 increasing their positions, 54 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

2% more funds holding

Funds holding: 121123 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8.22% less ownership

Funds ownership: 46.07%37.86% (-8.2%)

12% less capital invested

Capital invested by funds: $337M → $295M (-$42.1M)

65% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 54

Holders
123
Holders Change
+2
Holders Change %
+1.65%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
19
Reduced
54
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JSW
101
Journey Strategic Wealth
New Jersey
$235K +$229K +5,420 New
WP
102
WealthPLAN Partners
Nebraska
$224K -$3.43M -81,080 -94%
CCG
103
Catalina Capital Group
California
$203K +$198K +4,688 New
SWA
104
SOA Wealth Advisors
New York
$182K
CB
105
Chris Bulman
California
$178K +$173K +4,096 New
National Bank of Canada
106
National Bank of Canada
Quebec, Canada
$126K
FNWA
107
Financial Network Wealth Advisors
Utah
$98.2K +$95.7K +2,263 New
CIAS
108
Capital Investment Advisory Services
North Carolina
$81.1K
CAL
109
Capital Analysts LLC
Pennsylvania
$80K
LFG
110
Larson Financial Group
Missouri
$68.3K -$25.7K -609 -28%
ACA
111
Aptus Capital Advisors
Alabama
$65.1K
GRP
112
Global Retirement Partners
California
$61.9K -$17.1K -405 -22%
AIP
113
Ameritas Investment Partners
Nebraska
$58.6K -$2.54K -60 -4%
BFEC
114
Benjamin F. Edwards & Company
Missouri
$35K +$34.4K +814 New
CAM
115
Creekmur Asset Management
Illinois
$33.2K
CPA
116
Clear Point Advisors
New York
$21.7K
SWM
117
Spire Wealth Management
Virginia
$20.6K
PS
118
Principal Securities
Iowa
$18.4K
VAG
119
VisionPoint Advisory Group
Texas
$14.3K
TWP
120
Triad Wealth Partners
Kansas
$11.3K +$11K +260 New
MFT
121
Moisand Fitzgerald Tamayo
Florida
$7.73K +$7.52K +178 New
FFA
122
Farther Finance Advisors
California
$4.13K
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$2.95K +$2.87K +68 New
WIM
124
WealthPlan Investment Management
Nebraska
-$5.62M -133,979 Closed
LNC
125
Lincoln National Corp
Pennsylvania
-$663K -15,801 Closed

FJAN Hedge Fund Activity: Q2 2024 in Review

123 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF January (FJAN) for Q2 2024, worth a combined $295M — down 12% from $337M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FJAN positions and 14 closed out — a net gain of 4 holders — while 19 added to existing stakes and 54 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $7.88M. The largest seller was Prospera Financial Services, cutting an estimated $11.3M.

  • 123 institutional investors held FT Vest US Equity Buffer ETF January (FJAN) as of Q2 2024, up from 121 in Q1 2024.
  • Funds reported $295M of FT Vest US Equity Buffer ETF January stock for Q2 2024, down 12% quarter-over-quarter.
  • 18 funds opened new FT Vest US Equity Buffer ETF January positions in Q2 2024 and 14 closed out, a net change of +4 holders.
  • The largest FT Vest US Equity Buffer ETF January buyer in Q2 2024 was Janney Montgomery Scott, an estimated $7.88M added.
  • The largest FT Vest US Equity Buffer ETF January seller in Q2 2024 was Prospera Financial Services, an estimated $11.3M sold.

Based on aggregated 13F filings for Q2 2024.