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FT Vest US Equity Buffer ETF January

56 hedge funds and large institutions have $50.4M invested in FT Vest US Equity Buffer ETF January in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

12% more funds holding

Funds holding: 5056 (+6)

9% more capital invested

Capital invested by funds: $46.1M → $50.4M (+$4.26M)

2.42% less ownership

Funds ownership: 30.5%28.08% (-2.4%)

60% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 20

Holders
56
Holders Change
+6
Holders Change %
+12%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
8
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$6.91M -$1.35M -41,886 -17%
AWM
2
AE Wealth Management
Kansas
$4.54M +$1.57M +48,538 +54%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$4.49M -$328K -10,171 -7%
SW
4
SMART Wealth
Nebraska
$3.68M +$3.63M +112,451 New
IA
5
IFP Advisors
Florida
$2.77M -$280K -8,686 -9%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.56M -$188K -5,821 -7%
CA
7
Cetera Advisors
Colorado
$2.15M -$868K -26,926 -29%
OIA
8
OneDigital Investment Advisors
Kansas
$1.83M +$55.5K +1,722 +3%
OMC
9
Old Mission Capital
Illinois
$1.69M +$988K +30,654 +146%
MFGM
10
Marshall Financial Group (Maryland)
Maryland
$1.61M -$53.2K -1,650 -3%
CW
11
CreativeOne Wealth
Kansas
$1.38M +$1.35M +42,006 New
MSFS
12
Main Street Financial Solutions
Pennsylvania
$1.34M
KAS
13
Kestra Advisory Services
Texas
$1.24M -$299K -9,276 -20%
IF
14
Integrity Financial
Wyoming
$1.08M -$6.71K -208 -0.6%
CAN
15
Cetera Advisor Networks
California
$1.04M +$16.4K +510 +2%
AIC
16
Archer Investment Corporation
Indiana
$799K
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$694K -$419K -13,002 -38%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$662K -$8.64K -268 -1%
OC
19
Oppenheimer & Co
New York
$613K +$32.4K +1,004 +6%
FPWM
20
FSB Premier Wealth Management
Iowa
$593K -$2K -62 -0.3%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$589K
HSA
22
HBK Sorce Advisory
Pennsylvania
$528K +$260K +8,069 +100%
AAS
23
Ameritas Advisory Services
Nebraska
$503K -$81K -2,513 -14%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$491K
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$487K +$88.2K +2,735 +23%

FJAN Hedge Fund Activity: Q4 2022 in Review

56 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF January (FJAN) for Q4 2022, worth a combined $50.4M — up 9.2% from $46.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FJAN positions and 4 closed out — a net gain of 8 holders — while 8 added to existing stakes and 20 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $1.57M. The largest seller was Commonwealth Equity Services, cutting an estimated $1.35M.

  • 56 institutional investors held FT Vest US Equity Buffer ETF January (FJAN) as of Q4 2022, up from 50 in Q3 2022.
  • Funds reported $50.4M of FT Vest US Equity Buffer ETF January stock for Q4 2022, up 9.2% quarter-over-quarter.
  • 12 funds opened new FT Vest US Equity Buffer ETF January positions in Q4 2022 and 4 closed out, a net change of +8 holders.
  • The largest FT Vest US Equity Buffer ETF January buyer in Q4 2022 was AE Wealth Management, an estimated $1.57M added.
  • The largest FT Vest US Equity Buffer ETF January seller in Q4 2022 was Commonwealth Equity Services, an estimated $1.35M sold.

Based on aggregated 13F filings for Q4 2022.