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FT Vest US Equity Buffer ETF January

118 hedge funds and large institutions have $252M invested in FT Vest US Equity Buffer ETF January in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 66 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
-5
Holders Change %
-4.07%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
7
Increased
14
Reduced
66
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
101
SOA Wealth Advisors
New York
$172K -$14.8K -332 -8%
UB
102
UMB Bank
Missouri
$152K +$152K +3,400 New
National Bank of Canada
103
National Bank of Canada
Quebec, Canada
$130K
FNWA
104
Financial Network Wealth Advisors
Utah
$91.4K -$9.84K -220 -10%
CIAS
105
Capital Investment Advisory Services
North Carolina
$83.5K
CAL
106
Capital Analysts LLC
Pennsylvania
$82K
ACA
107
Aptus Capital Advisors
Alabama
$67.1K
AIP
108
Ameritas Investment Partners
Nebraska
$55.9K -$4.47K -100 -7%
LFG
109
Larson Financial Group
Missouri
$52.4K -$18K -402 -26%
Barclays
110
Barclays
United Kingdom
$44K +$44K +990 New
CAM
111
Creekmur Asset Management
Illinois
$34.3K
JIP
112
Jaffetilchin Investment Partners
Florida
$26.2K +$26.2K +585 New
CPA
113
Clear Point Advisors
New York
$22.4K
SWM
114
Spire Wealth Management
Virginia
$21.2K
PS
115
Principal Securities
Iowa
$19K
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$12.3K +$9.26K +207 +304%
Morgan Stanley
117
Morgan Stanley
New York
$9.17K +$9.17K +205 New
FFA
118
Farther Finance Advisors
California
$4.25K
FIM
119
Freedom Investment Management
Connecticut
-$29.6M -680,973 Closed
OMC
120
Old Mission Capital
Illinois
-$981K -22,605 Closed
Envestnet Portfolio Solutions
121
Envestnet Portfolio Solutions
Illinois
-$442K -10,174 Closed
OAS
122
Optivise Advisory Services
Tennessee
-$424K -9,773 Closed
Wolverine Trading
123
Wolverine Trading
Illinois
-$309K -7,123 Closed
AWM
124
Accel Wealth Management
Iowa
-$266K -6,125 Closed
WP
125
WealthPLAN Partners
Nebraska
-$224K -5,163 Closed