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FT Vest US Equity Buffer ETF January

145 hedge funds and large institutions have $292M invested in FT Vest US Equity Buffer ETF January in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 17 increasing their positions, 78 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

3% more funds holding

Funds holding: 141145 (+4)

5.97% less ownership

Funds ownership: 31.73%25.75% (-6%)

18% less capital invested

Capital invested by funds: $354M → $292M (-$62.2M)

78% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 78

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
145
Holders Change
+4
Holders Change %
+2.84%
% of All Funds
1.76%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
17
Reduced
78
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
126
Capital Analysts LLC
Pennsylvania
$130K -$16.4K -323 -11%
GWM
127
Geneos Wealth Management
Colorado
$111K
FNWA
128
Financial Network Wealth Advisors
Utah
$97.5K
AIP
129
Ameritas Investment Partners
Nebraska
$97.3K -$4.06K -80 -4%
GRP
130
Global Retirement Partners
California
$85.4K -$76.5K -1,507 -48%
CIAS
131
Capital Investment Advisory Services
North Carolina
$78.8K -$11.2K -220 -13%
ACA
132
Aptus Capital Advisors
Alabama
$77.6K
TCM
133
Triumph Capital Management
Colorado
$77.6K +$76.1K +1,500 New
MCM
134
MAI Capital Management
Ohio
$47.6K
LFG
135
Larson Financial Group
Missouri
$41.5K
SEP
136
Signature Equity Partners
Ohio
$27.2K +$26.6K +525 New
Morgan Stanley
137
Morgan Stanley
New York
$25.7K
Wells Fargo
138
Wells Fargo
California
$16K +$15.7K +310 New
AG
139
AmeriFlex Group
Nevada
$15.5K -$15.2K -300 -50%
RDFA
140
Ritter Daniher Financial Advisory
Ohio
$12.9K +$12.7K +250 New
RWM
141
Rialto Wealth Management
New York
$7.76K +$7.61K +150 New
UBS Group
142
UBS Group
Switzerland
$2.43K -$12.6K -248 -84%
Barclays
143
Barclays
United Kingdom
$2.07K -$105K -2,078 -98%
BWM
144
Benson Wealth Management
Tennessee
$1.45K +$1.42K +28 New
SIS
145
Sound Income Strategies
Florida
$1.26K
AI
146
Atria Investments
North Carolina
-$6.04M -120,399 Closed
BWM
147
BAM Wealth Management
Colorado
-$4.48M -89,308 Closed
KWS
148
Keystone Wealth Services
California
-$2.81M -55,994 Closed
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
-$2.34M -46,679 Closed
Envestnet Portfolio Solutions
150
Envestnet Portfolio Solutions
Illinois
-$915K -18,237 Closed