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FT Vest US Equity Buffer ETF January

120 hedge funds and large institutions have $226M invested in FT Vest US Equity Buffer ETF January in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+2
Holders Change %
+1.69%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
25
Reduced
55
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$18.2M -$764K -16,646 -4%
Raymond James Financial
2
Raymond James Financial
Florida
$17.4M +$17.4M +379,067 New
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$10.3M -$322K -7,022 -3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.89M +$16.9K +369 +0.2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.16M -$215K -4,678 -3%
FWM
6
Foguth Wealth Management
Michigan
$8.09M +$2.59M +55,598 +47%
SAW
7
Signal Advisors Wealth
Michigan
$7.68M +$2.1M +45,753 +38%
LPL Financial
8
LPL Financial
California
$7.42M +$495K +10,784 +7%
MML Investors Services
9
MML Investors Services
Massachusetts
$7.29M -$99.7K -2,171 -1%
SW
10
SMART Wealth
Nebraska
$6.56M -$1.06M -23,065 -14%
MC
11
McCarthy & Cox
Ohio
$6.1M -$32.1K -700 -0.5%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$5.53M -$1.04M -22,666 -16%
GFA
13
Gallagher Fiduciary Advisors
Illinois
$5.49M +$260K +5,675 +5%
AI
14
Atria Investments
North Carolina
$5.46M +$273K +5,937 +5%
PCG
15
Prosperity Consulting Group
Maryland
$5.33M -$230K -5,003 -4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$5.28M -$1.31M -28,484 -20%
AssetMark Inc
17
AssetMark Inc
California
$4.84M +$1.73M +37,723 +56%
AP
18
Americana Partners
Texas
$4.59M +$156K +3,405 +4%
Osaic Holdings
19
Osaic Holdings
Arizona
$4.55M -$23.2M -504,466 -84%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$4.44M -$3.95M -86,008 -47%
AA
21
Armis Advisers
Georgia
$3.86M +$3.86M +84,098 New
RFG
22
REAP Financial Group
Texas
$3.77M -$154K -3,348 -4%
ACM
23
Anfield Capital Management
California
$3.5M -$91.2K -1,986 -3%
PFA
24
Plotkin Financial Advisors
Maryland
$3.23M -$418K -9,102 -11%
KAS
25
Kestra Advisory Services
Texas
$2.98M -$63.3K -1,379 -2%