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FT Vest US Equity Buffer ETF January

145 hedge funds and large institutions have $323M invested in FT Vest US Equity Buffer ETF January in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 66 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+25
Holders Change %
+20.83%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
39
Increased
66
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$34.5M +$24.9M +561,287 +260%
Raymond James Financial
2
Raymond James Financial
Florida
$25.3M +$8.5M +191,547 +51%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$19.8M +$14.5M +326,194 +271%
BCM
4
Brookstone Capital Management
Illinois
$17.1M -$483K -10,887 -3%
SI
5
Stephens Inc
Arkansas
$15M +$13.5M +303,712 +907%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$10.9M +$3.01M +67,903 +38%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$10.5M +$565K +12,737 +6%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$9.67M +$4.57M +103,064 +90%
MML Investors Services
9
MML Investors Services
Massachusetts
$8.81M +$1.76M +39,668 +25%
FWM
10
Foguth Wealth Management
Michigan
$8.49M +$790K +17,817 +10%
SAW
11
Signal Advisors Wealth
Michigan
$8.36M +$932K +21,024 +13%
Osaic Holdings
12
Osaic Holdings
Arizona
$7.74M +$3.34M +75,235 +76%
LPL Financial
13
LPL Financial
California
$7.49M +$312K +7,033 +4%
USCWA
14
U.S. Capital Wealth Advisors
Texas
$6.87M +$6.87M +154,850 New
AssetMark Inc
15
AssetMark Inc
California
$6.48M +$1.8M +40,604 +38%
SW
16
SMART Wealth
Nebraska
$6.18M -$156K -3,507 -2%
CW
17
CreativeOne Wealth
Kansas
$5.83M +$5.45M +122,918 +1,429%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$5.06M +$766K +17,284 +18%
KAS
19
Kestra Advisory Services
Texas
$4.7M +$1.82M +40,974 +63%
RFG
20
REAP Financial Group
Texas
$4.02M +$371K +8,354 +10%
AA
21
Armis Advisers
Georgia
$3.97M +$244K +5,494 +7%
PCG
22
Prosperity Consulting Group
Maryland
$3.93M -$1.22M -27,596 -24%
BFG
23
Bleakley Financial Group
New Jersey
$3.53M +$3.53M +79,542 New
ACM
24
Anfield Capital Management
California
$3.35M -$25.9K -584 -0.8%
PFA
25
Plotkin Financial Advisors
Maryland
$3.32M +$202K +4,564 +6%