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FT Vest US Equity Buffer ETF January

32 hedge funds and large institutions have $68.5M invested in FT Vest US Equity Buffer ETF January in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

28% more funds holding

Funds holding: 2532 (+7)

4% more capital invested

Capital invested by funds: $65.8M → $68.5M (+$2.72M)

3.2% less ownership

Funds ownership: 49.83%46.64% (-3.2%)

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

Holders
32
Holders Change
+7
Holders Change %
+28%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
6
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1
Cetera Advisors
Colorado
$41M +$863K +25,552 +2%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$6.11M +$199K +5,907 +3%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.83M +$96.5K +2,858 +2%
OMC
4
Old Mission Capital
Illinois
$1.68M +$1.31M +38,880 +374%
MFGM
5
Marshall Financial Group (Maryland)
Maryland
$1.61M +$1.6M +47,350 New
Osaic Holdings
6
Osaic Holdings
Arizona
$1.54M -$708K -20,986 -32%
MSFS
7
Main Street Financial Solutions
Pennsylvania
$1.31M
KAS
8
Kestra Advisory Services
Texas
$1.01M +$30K +890 +3%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$850K -$3.29M -97,512 -80%
APA
10
American Portfolios Advisors
New York
$698K -$54.6K -1,616 -7%
LNC
11
Lincoln National Corp
Pennsylvania
$605K -$67.5K -2,000 -10%
IF
12
Integrity Financial
Wyoming
$603K +$597K +17,685 New
Citadel Advisors
13
Citadel Advisors
Florida
$538K -$250K -7,399 -32%
Jane Street
14
Jane Street
New York
$534K +$529K +15,673 New
MFG
15
Mission Financial Group
Nevada
$505K +$330K +9,762 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$476K -$167K -4,934 -26%
SC
17
Scotia Capital
Ontario, Canada
$423K -$1.18K -35 -0.3%
CAN
18
Cetera Advisor Networks
California
$402K -$561K -16,614 -58%
TCM
19
Triumph Capital Management
Colorado
$366K +$362K +10,723 New
T
20
TRUADVICE
Florida
$348K
AWM
21
AE Wealth Management
Kansas
$344K +$341K +10,096 New
AIC
22
Archer Investment Corporation
Indiana
$338K -$335K -9,920 -50%
SAM
23
Strategic Asset Management
Minnesota
$322K +$24.6K +730 +8%
HI
24
Harbour Investments
Wisconsin
$319K
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$274K

FJAN Hedge Fund Activity: Q4 2021 in Review

32 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF January (FJAN) for Q4 2021, worth a combined $68.5M — up 4.1% from $65.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FJAN positions and 3 closed out — a net gain of 7 holders — while 6 added to existing stakes and 10 trimmed.

The largest buyer was Marshall Financial Group (Maryland), opening a new position worth an estimated $1.6M. The largest seller was Janney Montgomery Scott, cutting an estimated $3.29M.

  • 32 institutional investors held FT Vest US Equity Buffer ETF January (FJAN) as of Q4 2021, up from 25 in Q3 2021.
  • Funds reported $68.5M of FT Vest US Equity Buffer ETF January stock for Q4 2021, up 4.1% quarter-over-quarter.
  • 10 funds opened new FT Vest US Equity Buffer ETF January positions in Q4 2021 and 3 closed out, a net change of +7 holders.
  • The largest FT Vest US Equity Buffer ETF January buyer in Q4 2021 was Marshall Financial Group (Maryland), an estimated $1.6M added.
  • The largest FT Vest US Equity Buffer ETF January seller in Q4 2021 was Janney Montgomery Scott, an estimated $3.29M sold.

Based on aggregated 13F filings for Q4 2021.