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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

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

46% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 68

Holders
142
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
126
Capital Investment Advisory Services
North Carolina
$88.8K
CAL
127
Capital Analysts LLC
Pennsylvania
$88K
GRP
128
Global Retirement Partners
California
$78.5K
ACA
129
Aptus Capital Advisors
Alabama
$71.3K
UBS Group
130
UBS Group
Switzerland
$70.8K
LFG
131
Larson Financial Group
Missouri
$55.7K
JPMorgan Chase & Co
132
JPMorgan Chase & Co
New York
$45.7K
CAM
133
Creekmur Asset Management
Illinois
$36.4K
Wells Fargo
134
Wells Fargo
California
$32.9K
PS
135
Principal Securities
Iowa
$29.8K
PSFG
136
Park Square Financial Group
Georgia
$26.4K
TCM
137
TruNorth Capital Management
Michigan
$23.8K
SWM
138
Spire Wealth Management
Virginia
$22.6K
Morgan Stanley
139
Morgan Stanley
New York
$21.1K
WTFG
140
Wood Tarver Financial Group
Idaho
$10K
T
141
Transce3nd
Texas
$3K
SIS
142
Sound Income Strategies
Florida
$1.14K
NWWA
143
New Wave Wealth Advisors
Arkansas
BFG
144
Beacon Financial Group
Texas
AAS
145
Avantax Advisory Services
Texas
VBFP
146
Valtinson Bruner Financial Planning
Minnesota
TC
147
TownSquare Capital
Utah
PWM
148
Perigon Wealth Management
California
SFG
149
Stonebridge Financial Group
Pennsylvania
AG
150
AmeriFlex Group
Nevada