FJAN icon

FT Vest US Equity Buffer ETF January

80 hedge funds and large institutions have $134M invested in FT Vest US Equity Buffer ETF January in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 34 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+24
Holders Change %
+42.86%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
34
Reduced
13
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$26.7M +$24M +687,618 +880%
BCM
2
Brookstone Capital Management
Illinois
$25.6M +$25.3M +719,261 +9,277%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.37M +$5.63M +161,422 +762%
AWM
4
AE Wealth Management
Kansas
$5.69M +$859K +24,643 +18%
MML Investors Services
5
MML Investors Services
Massachusetts
$5.64M +$5.64M +161,725 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$4.95M +$170K +4,868 +4%
SW
7
SMART Wealth
Nebraska
$3.44M -$486K -13,928 -12%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.23M +$2.6M +74,511 +414%
ACM
9
Anfield Capital Management
California
$3.19M +$3.19M +91,558 New
GFA
10
Gallagher Fiduciary Advisors
Illinois
$3.15M +$3.15M +90,335 New
KAS
11
Kestra Advisory Services
Texas
$3.1M +$1.78M +51,056 +135%
T
12
TRUADVICE
Florida
$2.88M +$2.53M +71,596 +716%
CA
13
Cetera Advisors
Colorado
$2.51M +$215K +6,176 +9%
CAN
14
Cetera Advisor Networks
California
$2.03M +$918K +26,332 +83%
IF
15
Integrity Financial
Wyoming
$1.82M +$678K +19,428 +59%
CW
16
CreativeOne Wealth
Kansas
$1.78M +$316K +9,054 +22%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.77M +$1.25M +35,850 +241%
OIA
18
OneDigital Investment Advisors
Kansas
$1.67M -$275K -7,897 -14%
HI
19
Harbour Investments
Wisconsin
$1.57M +$1.06M +30,408 +208%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.5M +$1.4M +40,049 +1,388%
KWS
21
Keystone Wealth Services
California
$1.47M +$1.01M +28,976 +221%
MSFS
22
Main Street Financial Solutions
Pennsylvania
$1.43M +$6.98K +200 +0.5%
OMC
23
Old Mission Capital
Illinois
$1.29M -$506K -14,509 -28%
MFGM
24
Marshall Financial Group (Maryland)
Maryland
$1.11M -$606K -17,390 -35%
AWS
25
Atria Wealth Solutions
New York
$1.06M +$1.06M +30,334 New