FJAN icon

FT Vest US Equity Buffer ETF January

78 hedge funds and large institutions have $151M invested in FT Vest US Equity Buffer ETF January in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
-2
Holders Change %
-2.5%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
10
Reduced
36
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$26.3M -$504K -13,648 -2%
Osaic Holdings
2
Osaic Holdings
Arizona
$26.1M -$2.35M -63,197 -8%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$16.6M -$292K -7,845 -2%
MML Investors Services
4
MML Investors Services
Massachusetts
$6.1M +$85.1K +2,289 +1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.95M -$840K -22,575 -12%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$5.3M +$22.4K +603 +0.4%
T
7
TRUADVICE
Florida
$4.15M +$1.11M +29,613 +36%
AWM
8
AE Wealth Management
Kansas
$4.05M -$2.01M -54,181 -33%
GFA
9
Gallagher Fiduciary Advisors
Illinois
$3.53M +$168K +4,530 +5%
ACM
10
Anfield Capital Management
California
$3.41M
KAS
11
Kestra Advisory Services
Texas
$3.16M -$147K -3,952 -4%
LPL Financial
12
LPL Financial
California
$2.83M +$2.83M +76,218 New
GWM
13
GDS Wealth Management
Texas
$2.78M +$2.78M +74,774 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.42M -$1.02M -27,310 -30%
SW
15
SMART Wealth
Nebraska
$2.25M -$1.42M -38,085 -39%
CA
16
Cetera Advisors
Colorado
$2.18M -$495K -13,312 -19%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.1M +$501K +13,485 +31%
CAN
18
Cetera Advisor Networks
California
$1.99M -$177K -4,757 -8%
OIA
19
OneDigital Investment Advisors
Kansas
$1.77M -$6.62K -178 -0.4%
IF
20
Integrity Financial
Wyoming
$1.73M -$219K -5,885 -11%
KWS
21
Keystone Wealth Services
California
$1.57M
MSFS
22
Main Street Financial Solutions
Pennsylvania
$1.53M
HI
23
Harbour Investments
Wisconsin
$1.21M -$465K -12,491 -28%
AWS
24
Atria Wealth Solutions
New York
$1.1M -$31.1K -837 -3%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.06M -$827K -22,249 -44%