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FT Vest US Equity Buffer ETF January

79 hedge funds and large institutions have $145M invested in FT Vest US Equity Buffer ETF January in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+1
Holders Change %
+1.28%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
7
Reduced
37
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$25.1M -$536K -14,675 -2%
BCM
2
Brookstone Capital Management
Illinois
$22M -$4.02M -110,186 -15%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$16.1M -$201K -5,513 -1%
MML Investors Services
4
MML Investors Services
Massachusetts
$5.86M -$132K -3,614 -2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.69M -$149K -4,081 -3%
BFG
6
Beacon Financial Group
Texas
$4.53M +$4.25M +128,455 +1,572%
EWMCB
7
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$4.27M +$4.27M +116,896 New
LPL Financial
8
LPL Financial
California
$4.02M +$1.24M +34,025 +45%
T
9
TRUADVICE
Florida
$4M -$168K -4,490 -4%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$3.86M -$1.34M -36,836 -26%
AWM
11
AE Wealth Management
Kansas
$3.58M -$398K -10,891 -10%
GFA
12
Gallagher Fiduciary Advisors
Illinois
$3.55M +$90.1K +2,469 +3%
ACM
13
Anfield Capital Management
California
$3.34M -$1.83K -50 -0.1%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.41M +$26.7K +731 +1%
CA
15
Cetera Advisors
Colorado
$2M -$137K -3,741 -6%
OIA
16
OneDigital Investment Advisors
Kansas
$1.74M -$4.49K -123 -0.3%
CAN
17
Cetera Advisor Networks
California
$1.69M -$263K -7,217 -14%
IF
18
Integrity Financial
Wyoming
$1.58M -$111K -3,046 -7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.53M -$525K -14,382 -25%
KWS
20
Keystone Wealth Services
California
$1.48M -$59.7K -1,636 -4%
SW
21
SMART Wealth
Nebraska
$1.47M -$737K -20,204 -33%
KAS
22
Kestra Advisory Services
Texas
$1.23M -$1.87M -51,359 -60%
MSFS
23
Main Street Financial Solutions
Pennsylvania
$1.17M -$330K -9,040 -22%
HI
24
Harbour Investments
Wisconsin
$1.13M -$55.2K -1,513 -5%
AWS
25
Atria Wealth Solutions
New York
$1.08M