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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
Holders
118
Holders Change
-5
Holders Change %
-4.07%
% of All Funds
1.71%
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
Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$27M -$1.85M -41,410 -6%
BCM
2
Brookstone Capital Management
Illinois
$18.5M -$199K -4,439 -1%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$14.9M -$1.18M -26,488 -7%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$10.4M -$2.18M -48,785 -17%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.62M -$3.05M -68,303 -24%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$8.17M -$495K -11,077 -6%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8.16M -$6.81M -152,361 -46%
SW
8
SMART Wealth
Nebraska
$7.42M -$3.77M -84,220 -34%
MML Investors Services
9
MML Investors Services
Massachusetts
$7.2M -$1.73M -38,696 -19%
LPL Financial
10
LPL Financial
California
$6.75M -$36.8K -822 -0.5%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$6.41M -$490K -10,952 -7%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$6.41M -$1M -22,435 -14%
MC
13
McCarthy & Cox
Ohio
$5.98M -$69.3K -1,550 -1%
SAW
14
Signal Advisors Wealth
Michigan
$5.44M +$5.12M +114,519 +1,601%
PCG
15
Prosperity Consulting Group
Maryland
$5.42M -$297K -6,645 -5%
FWM
16
Foguth Wealth Management
Michigan
$5.27M +$74.7K +1,672 +1%
GFA
17
Gallagher Fiduciary Advisors
Illinois
$5.09M +$170K +3,799 +3%
AI
18
Atria Investments
North Carolina
$5.05M +$320K +7,162 +7%
AP
19
Americana Partners
Texas
$4.32M +$280K +6,260 +7%
ASN
20
Advisory Services Network
Georgia
$4.23M
RFG
21
REAP Financial Group
Texas
$3.83M -$11.2K -251 -0.3%
PFA
22
Plotkin Financial Advisors
Maryland
$3.56M -$58.7K -1,313 -2%
ACM
23
Anfield Capital Management
California
$3.5M -$79.2K -1,770 -2%
AssetMark Inc
24
AssetMark Inc
California
$3.03M +$2.01M +45,007 +198%
KAS
25
Kestra Advisory Services
Texas
$2.96M -$538K -12,027 -15%