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FT Vest US Equity Buffer ETF January

52 hedge funds and large institutions have $63.8M invested in FT Vest US Equity Buffer ETF January in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

733% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 3

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

63% more funds holding

Funds holding: 3252 (+20)

7% less capital invested

Capital invested by funds: $68.5M → $63.8M (-$4.76M)

9.39% less ownership

Funds ownership: 46.64%37.24% (-9.4%)

Holders
52
Holders Change
+20
Holders Change %
+62.5%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
15
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$10.7M +$9.48M +276,830 +932%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$9.13M +$2.82M +82,252 +46%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.1M -$852K -24,875 -15%
LFG
4
Larson Financial Group
Missouri
$4.98M +$4.88M +142,664 New
CA
5
Cetera Advisors
Colorado
$3.36M -$37.9M -1,107,887 -92%
IA
6
IFP Advisors
Florida
$2.82M +$3.18M +92,820 New
Osaic Holdings
7
Osaic Holdings
Arizona
$2.58M +$1.05M +30,743 +68%
SI
8
Stephens Inc
Arkansas
$2.17M +$2.13M +62,161 New
MFGM
9
Marshall Financial Group (Maryland)
Maryland
$1.65M
MSFS
10
Main Street Financial Solutions
Pennsylvania
$1.48M +$137K +4,000 +10%
OIA
11
OneDigital Investment Advisors
Kansas
$1.46M +$1.43M +41,793 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.3M +$1.27M +37,234 New
IF
13
Integrity Financial
Wyoming
$1.17M +$546K +15,944 +90%
CAN
14
Cetera Advisor Networks
California
$1.1M +$671K +19,605 +166%
Wolverine Trading
15
Wolverine Trading
Illinois
$1.07M +$1.05M +30,537 New
AWM
16
AE Wealth Management
Kansas
$838K +$476K +13,911 +138%
AIC
17
Archer Investment Corporation
Indiana
$837K +$496K +14,488 +146%
Truist Financial
18
Truist Financial
North Carolina
$804K +$789K +23,048 New
OMC
19
Old Mission Capital
Illinois
$783K -$919K -26,833 -54%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$681K -$185K -5,394 -22%
AAS
21
Ameritas Advisory Services
Nebraska
$675K +$663K +19,350 New
FPWM
22
FSB Premier Wealth Management
Iowa
$637K +$648K +18,914 New
KWS
23
Keystone Wealth Services
California
$625K +$613K +17,907 New
LNC
24
Lincoln National Corp
Pennsylvania
$598K -$21.6K -630 -4%
APA
25
American Portfolios Advisors
New York
$566K -$146K -4,250 -21%

FJAN Hedge Fund Activity: Q1 2022 in Review

52 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF January (FJAN) for Q1 2022, worth a combined $63.8M — down 6.9% from $68.5M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FJAN positions and 3 closed out — a net gain of 22 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $9.48M. The largest seller was Cetera Advisors, cutting an estimated $37.9M.

  • 52 institutional investors held FT Vest US Equity Buffer ETF January (FJAN) as of Q1 2022, up from 32 in Q4 2021.
  • Funds reported $63.8M of FT Vest US Equity Buffer ETF January stock for Q1 2022, down 6.9% quarter-over-quarter.
  • 25 funds opened new FT Vest US Equity Buffer ETF January positions in Q1 2022 and 3 closed out, a net change of +22 holders.
  • The largest FT Vest US Equity Buffer ETF January buyer in Q1 2022 was Kestra Advisory Services, an estimated $9.48M added.
  • The largest FT Vest US Equity Buffer ETF January seller in Q1 2022 was Cetera Advisors, an estimated $37.9M sold.

Based on aggregated 13F filings for Q1 2022.