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FT Vest US Equity Buffer ETF January

118 hedge funds and large institutions have $252M invested in FT Vest US Equity Buffer ETF January in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 66 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 123118 (-5)

4.13% less ownership

Funds ownership: 37.86%33.72% (-4.1%)

15% less capital invested

Capital invested by funds: $295M → $252M (-$42.9M)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

79% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 66

Holders
118
Holders Change
-5
Holders Change %
-4.07%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
7
Increased
14
Reduced
66
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$27M -$1.82M -41,410 -6%
BCM
2
Brookstone Capital Management
Illinois
$18.5M -$195K -4,439 -1%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$14.9M -$1.16M -26,488 -7%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$10.4M -$2.14M -48,785 -17%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.62M -$2.99M -68,303 -24%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$8.17M -$486K -11,077 -6%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8.16M -$6.68M -152,361 -46%
SW
8
SMART Wealth
Nebraska
$7.42M -$3.69M -84,220 -34%
MML Investors Services
9
MML Investors Services
Massachusetts
$7.2M -$1.7M -38,696 -19%
LPL Financial
10
LPL Financial
California
$6.75M -$36K -822 -0.5%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$6.41M -$480K -10,952 -7%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$6.41M -$984K -22,435 -14%
MC
13
McCarthy & Cox
Ohio
$5.98M -$68K -1,550 -1%
SAW
14
Signal Advisors Wealth
Michigan
$5.44M +$5.02M +114,519 +1,601%
PCG
15
Prosperity Consulting Group
Maryland
$5.42M -$291K -6,645 -5%
FWM
16
Foguth Wealth Management
Michigan
$5.27M +$73.3K +1,672 +1%
GFA
17
Gallagher Fiduciary Advisors
Illinois
$5.09M +$167K +3,799 +3%
AI
18
Atria Investments
North Carolina
$5.05M +$314K +7,162 +7%
AP
19
Americana Partners
Texas
$4.32M +$274K +6,260 +7%
ASN
20
Advisory Services Network
Georgia
$4.23M
RFG
21
REAP Financial Group
Texas
$3.83M -$11K -251 -0.3%
PFA
22
Plotkin Financial Advisors
Maryland
$3.56M -$57.6K -1,313 -2%
ACM
23
Anfield Capital Management
California
$3.5M -$77.6K -1,770 -2%
AssetMark Inc
24
AssetMark Inc
California
$3.03M +$1.97M +45,007 +198%
KAS
25
Kestra Advisory Services
Texas
$2.96M -$527K -12,027 -15%

FJAN Hedge Fund Activity: Q3 2024 in Review

118 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF January (FJAN) for Q3 2024, worth a combined $252M — down 15% from $295M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of FJAN and 7 opened new positions — a net loss of 4 holders — while 66 trimmed existing stakes and 14 added.

The largest buyer was Signal Advisors Wealth, adding an estimated $5.02M. The largest seller was Freedom Investment Management, exiting entirely with an estimated $29.6M sold.

  • 118 institutional investors held FT Vest US Equity Buffer ETF January (FJAN) as of Q3 2024, down from 123 in Q2 2024.
  • Funds reported $252M of FT Vest US Equity Buffer ETF January stock for Q3 2024, down 15% quarter-over-quarter.
  • 7 funds opened new FT Vest US Equity Buffer ETF January positions in Q3 2024 and 11 closed out, a net change of -4 holders.
  • The largest FT Vest US Equity Buffer ETF January buyer in Q3 2024 was Signal Advisors Wealth, an estimated $5.02M added.
  • The largest FT Vest US Equity Buffer ETF January seller in Q3 2024 was Freedom Investment Management, an estimated $29.6M sold.

Based on aggregated 13F filings for Q3 2024.