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FT Vest US Equity Buffer ETF January

121 hedge funds and large institutions have $337M invested in FT Vest US Equity Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 47 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+35
Holders Change %
+40.7%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
41
Increased
47
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$32.2M +$4.52M +107,692 +16%
FIM
2
Freedom Investment Management
Connecticut
$29.8M +$29.8M +710,908 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$20.9M +$3.3M +78,693 +19%
BCM
4
Brookstone Capital Management
Illinois
$18.5M -$1.43M -34,152 -7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$18.5M +$12M +286,765 +186%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$15.4M +$12.6M +299,779 +445%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$14.2M +$13.7M +327,449 +3,133%
PFS
8
Prospera Financial Services
Texas
$11.6M +$11.6M +275,229 New
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$8.47M +$7.98M +190,078 +1,626%
SW
10
SMART Wealth
Nebraska
$8.43M +$8.43M +200,775 New
MML Investors Services
11
MML Investors Services
Massachusetts
$8.3M +$1.45M +34,484 +21%
LPL Financial
12
LPL Financial
California
$7.12M +$2.21M +52,712 +45%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$7.05M +$3.17M +75,577 +82%
CAN
14
Cetera Advisor Networks
California
$6.02M +$4.65M +110,650 +339%
PCG
15
Prosperity Consulting Group
Maryland
$5.96M +$5.06M +120,508 +563%
CW
16
CreativeOne Wealth
Kansas
$5.77M +$5.55M +132,257 +2,606%
MC
17
McCarthy & Cox
Ohio
$5.72M +$5.72M +136,172 New
WIM
18
WealthPlan Investment Management
Nebraska
$5.62M +$5.62M +133,979 New
GFA
19
Gallagher Fiduciary Advisors
Illinois
$4.65M +$442K +10,521 +10%
SAW
20
Signal Advisors Wealth
Michigan
$4.33M +$471K +11,212 +12%
FWM
21
Foguth Wealth Management
Michigan
$4.33M +$4.33M +103,123 New
AI
22
Atria Investments
North Carolina
$4.22M +$4.22M +100,483 New
ASN
23
Advisory Services Network
Georgia
$4.14M +$4.14M +98,654 New
CA
24
Cetera Advisors
Colorado
$4.07M +$1.79M +42,574 +78%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$3.95M +$3.05M +72,651 +340%