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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 %
CIAS
126
Capital Investment Advisory Services
North Carolina
$88.8K
CAL
127
Capital Analysts LLC
Pennsylvania
$88K +$15.4K +323 +21%
GRP
128
Global Retirement Partners
California
$78.5K +$78.5K +1,650 New
ACA
129
Aptus Capital Advisors
Alabama
$71.3K
UBS Group
130
UBS Group
Switzerland
$70.8K -$20.2K -425 -22%
LFG
131
Larson Financial Group
Missouri
$55.7K
JPMorgan Chase & Co
132
JPMorgan Chase & Co
New York
$45.7K -$385K -8,089 -89%
CAM
133
Creekmur Asset Management
Illinois
$36.4K
Wells Fargo
134
Wells Fargo
California
$32.9K
PS
135
Principal Securities
Iowa
$29.8K +$9.61K +202 +48%
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 +$21.1K +444 New
WTFG
140
Wood Tarver Financial Group
Idaho
$10K -$53K -1,224 -84%
T
141
Transce3nd
Texas
$3K
SIS
142
Sound Income Strategies
Florida
$1.14K -$4.37K -92 -79%
NWWA
143
New Wave Wealth Advisors
Arkansas
-$2.39M -53,888 Closed
BFG
144
Beacon Financial Group
Texas
-$332K -7,496 Closed
AAS
145
Avantax Advisory Services
Texas
-$267K -6,031 Closed
VBFP
146
Valtinson Bruner Financial Planning
Minnesota
-$243K -5,483 Closed
TC
147
TownSquare Capital
Utah
-$225K -5,064 Closed
PWM
148
Perigon Wealth Management
California
-$210K -4,744 Closed
SFG
149
Stonebridge Financial Group
Pennsylvania
-$71.5K -1,612 Closed
AG
150
AmeriFlex Group
Nevada
-$13.3K -300 Closed