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FT Vest US Equity Buffer ETF January

144 hedge funds and large institutions have $370M invested in FT Vest US Equity Buffer ETF January in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 68 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

14% more capital invested

Capital invested by funds: $325M → $370M (+$44.5M)

0.58% more ownership

Funds ownership: 34.21%34.79% (+0.58%)

3% less funds holding

Funds holding: 148144 (-4)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

43% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 68

Holders
144
Holders Change
-4
Holders Change %
-2.7%
% of All Funds
1.9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
39
Reduced
68
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$39.3M +$2.27M +50,503 +7%
Raymond James Financial
2
Raymond James Financial
Florida
$27.7M +$545K +12,102 +2%
SI
3
Stephens Inc
Arkansas
$25.4M +$8.91M +197,901 +59%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$22.2M +$884K +19,638 +4%
BCM
5
Brookstone Capital Management
Illinois
$17.7M -$558K -12,391 -3%
SAW
6
Signal Advisors Wealth
Michigan
$14.2M +$4.99M +110,840 +59%
FWM
7
Foguth Wealth Management
Michigan
$14M +$4.61M +102,395 +54%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$11.6M +$278K +6,181 +3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$11M -$675K -14,991 -6%
LPL Financial
10
LPL Financial
California
$10M +$1.87M +41,448 +25%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$9.77M -$566K -12,581 -6%
AssetMark Inc
12
AssetMark Inc
California
$9.21M +$2.14M +47,609 +33%
Osaic Holdings
13
Osaic Holdings
Arizona
$9.11M +$861K +19,136 +11%
MML Investors Services
14
MML Investors Services
Massachusetts
$8.29M -$1.09M -24,246 -12%
USCWA
15
U.S. Capital Wealth Advisors
Texas
$7.4M +$37.3K +828 +0.5%
SW
16
SMART Wealth
Nebraska
$6.81M +$169K +3,761 +3%
CW
17
CreativeOne Wealth
Kansas
$6.06M -$187K -4,161 -3%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$5.16M -$244K -5,431 -5%
KAS
19
Kestra Advisory Services
Texas
$4.96M -$74.9K -1,664 -2%
RFG
20
REAP Financial Group
Texas
$3.9M -$386K -8,587 -9%
BFG
21
Bleakley Financial Group
New Jersey
$3.78M
AA
22
Armis Advisers
Georgia
$3.76M -$470K -10,454 -12%
PFA
23
Plotkin Financial Advisors
Maryland
$3.61M +$45.4K +1,008 +1%
ACM
24
Anfield Capital Management
California
$3.53M -$60.1K -1,335 -2%
PCG
25
Prosperity Consulting Group
Maryland
$3.34M -$823K -18,287 -21%

FJAN Hedge Fund Activity: Q2 2025 in Review

144 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF January (FJAN) for Q2 2025, worth a combined $370M — up 14% from $325M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of FJAN and 8 opened new positions — a net loss of 2 holders — while 68 trimmed existing stakes and 39 added.

The largest buyer was Stephens Inc, adding an estimated $8.91M. The largest seller was New Wave Wealth Advisors, exiting entirely with an estimated $2.39M sold.

  • 144 institutional investors held FT Vest US Equity Buffer ETF January (FJAN) as of Q2 2025, down from 148 in Q1 2025.
  • Funds reported $370M of FT Vest US Equity Buffer ETF January stock for Q2 2025, up 14% quarter-over-quarter.
  • 8 funds opened new FT Vest US Equity Buffer ETF January positions in Q2 2025 and 10 closed out, a net change of -2 holders.
  • The largest FT Vest US Equity Buffer ETF January buyer in Q2 2025 was Stephens Inc, an estimated $8.91M added.
  • The largest FT Vest US Equity Buffer ETF January seller in Q2 2025 was New Wave Wealth Advisors, an estimated $2.39M sold.

Based on aggregated 13F filings for Q2 2025.