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FT Vest US Equity Buffer ETF January

148 hedge funds and large institutions have $325M invested in FT Vest US Equity Buffer ETF January in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 67 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 11

191% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 23

43% more capital invested

Capital invested by funds: $228M → $325M (+$97.3M)

22% more funds holding

Funds holding: 121148 (+27)

4.73% more ownership

Funds ownership: 29.48%34.21% (+4.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
148
Holders Change
+27
Holders Change %
+22.31%
% of All Funds
1.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
40
Increased
67
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$34.5M +$25.7M +561,287 +260%
Raymond James Financial
2
Raymond James Financial
Florida
$25.3M +$8.76M +191,547 +51%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$19.8M +$14.9M +326,194 +271%
BCM
4
Brookstone Capital Management
Illinois
$17.1M -$498K -10,887 -3%
SI
5
Stephens Inc
Arkansas
$15M +$13.9M +303,712 +907%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$10.9M +$3.11M +67,903 +38%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$10.5M +$583K +12,737 +6%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$9.67M +$4.72M +103,064 +90%
MML Investors Services
9
MML Investors Services
Massachusetts
$8.8M +$1.81M +39,668 +25%
FWM
10
Foguth Wealth Management
Michigan
$8.49M +$815K +17,817 +10%
SAW
11
Signal Advisors Wealth
Michigan
$8.36M +$962K +21,024 +13%
Osaic Holdings
12
Osaic Holdings
Arizona
$7.74M +$3.44M +75,235 +76%
LPL Financial
13
LPL Financial
California
$7.49M +$322K +7,033 +4%
USCWA
14
U.S. Capital Wealth Advisors
Texas
$6.87M +$7.08M +154,850 New
AssetMark Inc
15
AssetMark Inc
California
$6.48M +$1.86M +40,604 +38%
SW
16
SMART Wealth
Nebraska
$6.18M -$160K -3,507 -2%
CW
17
CreativeOne Wealth
Kansas
$5.83M +$5.62M +122,918 +1,429%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$5.06M +$791K +17,284 +18%
KAS
19
Kestra Advisory Services
Texas
$4.7M +$1.87M +40,974 +63%
RFG
20
REAP Financial Group
Texas
$4.02M +$382K +8,354 +10%
AA
21
Armis Advisers
Georgia
$3.97M +$251K +5,494 +7%
PCG
22
Prosperity Consulting Group
Maryland
$3.93M -$1.26M -27,596 -24%
BFG
23
Bleakley Financial Group
New Jersey
$3.53M +$3.64M +79,542 New
ACM
24
Anfield Capital Management
California
$3.35M -$26.7K -584 -0.8%
PFA
25
Plotkin Financial Advisors
Maryland
$3.32M +$209K +4,564 +6%

FJAN Hedge Fund Activity: Q1 2025 in Review

148 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF January (FJAN) for Q1 2025, worth a combined $325M — up 43% from $228M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new FJAN positions and 11 closed out — a net gain of 29 holders — while 67 added to existing stakes and 23 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $25.7M. The largest seller was McCarthy & Cox, cutting an estimated $5.32M.

  • 148 institutional investors held FT Vest US Equity Buffer ETF January (FJAN) as of Q1 2025, up from 121 in Q4 2024.
  • Funds reported $325M of FT Vest US Equity Buffer ETF January stock for Q1 2025, up 43% quarter-over-quarter.
  • 40 funds opened new FT Vest US Equity Buffer ETF January positions in Q1 2025 and 11 closed out, a net change of +29 holders.
  • The largest FT Vest US Equity Buffer ETF January buyer in Q1 2025 was Envestnet Asset Management, an estimated $25.7M added.
  • The largest FT Vest US Equity Buffer ETF January seller in Q1 2025 was McCarthy & Cox, an estimated $5.32M sold.

Based on aggregated 13F filings for Q1 2025.