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FT Vest US Equity Buffer ETF January

123 hedge funds and large institutions have $295M invested in FT Vest US Equity Buffer ETF January in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 19 increasing their positions, 54 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+2
Holders Change %
+1.65%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
19
Reduced
54
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FIM
1
Freedom Investment Management
Connecticut
$29.6M -$1.3M -29,935 -4%
Osaic Holdings
2
Osaic Holdings
Arizona
$28M -$5.27M -121,486 -16%
BCM
3
Brookstone Capital Management
Illinois
$18.3M -$1.03M -23,527 -5%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$15.6M -$367K -8,445 -2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$14.5M -$7.13M -164,239 -33%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$12.3M -$6.82M -157,107 -36%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$12.2M +$8.1M +186,496 +198%
SW
8
SMART Wealth
Nebraska
$10.9M +$2.14M +49,404 +25%
MML Investors Services
9
MML Investors Services
Massachusetts
$8.67M +$86.4K +1,990 +1%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$8.41M -$345K -7,957 -4%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$7.19M -$7.48M -172,235 -51%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$6.7M -$587K -13,529 -8%
LPL Financial
13
LPL Financial
California
$6.59M -$778K -17,931 -11%
MC
14
McCarthy & Cox
Ohio
$5.87M -$43.7K -1,006 -0.7%
PCG
15
Prosperity Consulting Group
Maryland
$5.54M -$615K -14,162 -10%
FWM
16
Foguth Wealth Management
Michigan
$5.05M +$571K +13,162 +13%
GFA
17
Gallagher Fiduciary Advisors
Illinois
$4.78M -$27.6K -637 -0.6%
AI
18
Atria Investments
North Carolina
$4.59M +$231K +5,311 +5%
ASN
19
Advisory Services Network
Georgia
$4.23M -$54.8K -1,263 -1%
AP
20
Americana Partners
Texas
$3.92M +$67.6K +1,557 +2%
RJA
21
Raymond James & Associates
Florida
$3.8M -$197K -4,534 -5%
RFG
22
REAP Financial Group
Texas
$3.73M +$300K +6,901 +9%
PFA
23
Plotkin Financial Advisors
Maryland
$3.51M -$30.2K -696 -0.9%
ACM
24
Anfield Capital Management
California
$3.47M +$3.47M +79,978 New
KAS
25
Kestra Advisory Services
Texas
$3.4M -$71.5K -1,648 -2%