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FT Vest US Equity Buffer ETF January

121 hedge funds and large institutions have $228M invested in FT Vest US Equity Buffer ETF January in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

3% more funds holding

Funds holding: 118121 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.25% less ownership

Funds ownership: 33.72%29.48% (-4.2%)

10% less capital invested

Capital invested by funds: $252M → $228M (-$24M)

55% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 55

Holders
121
Holders Change
+3
Holders Change %
+2.54%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
25
Reduced
55
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$18.2M -$755K -16,646 -4%
Raymond James Financial
2
Raymond James Financial
Florida
$17.4M +$17.2M +379,067 New
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$10.3M -$318K -7,022 -3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.89M +$16.7K +369 +0.2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.16M -$212K -4,678 -3%
FWM
6
Foguth Wealth Management
Michigan
$8.09M +$2.52M +55,598 +47%
SAW
7
Signal Advisors Wealth
Michigan
$7.68M +$2.07M +45,753 +38%
LPL Financial
8
LPL Financial
California
$7.42M +$489K +10,784 +7%
MML Investors Services
9
MML Investors Services
Massachusetts
$7.29M -$98.4K -2,171 -1%
SW
10
SMART Wealth
Nebraska
$6.56M -$1.05M -23,065 -14%
MC
11
McCarthy & Cox
Ohio
$6.1M -$31.7K -700 -0.5%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$5.53M -$1.03M -22,666 -16%
GFA
13
Gallagher Fiduciary Advisors
Illinois
$5.49M +$257K +5,675 +5%
AI
14
Atria Investments
North Carolina
$5.46M +$269K +5,937 +5%
PCG
15
Prosperity Consulting Group
Maryland
$5.33M -$227K -5,003 -4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$5.28M -$1.29M -28,484 -20%
AssetMark Inc
17
AssetMark Inc
California
$4.84M +$1.71M +37,723 +56%
AP
18
Americana Partners
Texas
$4.59M +$154K +3,405 +4%
Osaic Holdings
19
Osaic Holdings
Arizona
$4.55M -$22.9M -504,466 -84%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$4.44M -$3.9M -86,008 -47%
AA
21
Armis Advisers
Georgia
$3.86M +$3.81M +84,098 New
RFG
22
REAP Financial Group
Texas
$3.77M -$152K -3,348 -4%
ACM
23
Anfield Capital Management
California
$3.5M -$90K -1,986 -3%
PFA
24
Plotkin Financial Advisors
Maryland
$3.23M -$413K -9,102 -11%
KAS
25
Kestra Advisory Services
Texas
$2.98M -$62.5K -1,379 -2%

FJAN Hedge Fund Activity: Q4 2024 in Review

121 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF January (FJAN) for Q4 2024, worth a combined $228M — down 9.5% from $252M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FJAN positions and 12 closed out — a net gain of 5 holders — while 25 added to existing stakes and 55 trimmed.

The largest buyer was Foguth Wealth Management, adding an estimated $2.52M. The largest seller was Osaic Holdings, cutting an estimated $22.9M.

  • 121 institutional investors held FT Vest US Equity Buffer ETF January (FJAN) as of Q4 2024, up from 118 in Q3 2024.
  • Funds reported $228M of FT Vest US Equity Buffer ETF January stock for Q4 2024, down 9.5% quarter-over-quarter.
  • 17 funds opened new FT Vest US Equity Buffer ETF January positions in Q4 2024 and 12 closed out, a net change of +5 holders.
  • The largest FT Vest US Equity Buffer ETF January buyer in Q4 2024 was Foguth Wealth Management, an estimated $2.52M added.
  • The largest FT Vest US Equity Buffer ETF January seller in Q4 2024 was Osaic Holdings, an estimated $22.9M sold.

Based on aggregated 13F filings for Q4 2024.