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FT Vest US Equity Buffer ETF January

142 hedge funds and large institutions have $365M invested in FT Vest US Equity Buffer ETF January in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 68 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-3
Holders Change %
-2.07%
% 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
37
Reduced
68
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$39.3M +$2.4M +50,503 +7%
Raymond James Financial
2
Raymond James Financial
Florida
$27.7M +$575K +12,102 +2%
SI
3
Stephens Inc
Arkansas
$25.4M +$9.41M +197,901 +59%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$22.2M +$934K +19,638 +4%
BCM
5
Brookstone Capital Management
Illinois
$17.7M -$589K -12,391 -3%
SAW
6
Signal Advisors Wealth
Michigan
$14.2M +$5.27M +110,840 +59%
FWM
7
Foguth Wealth Management
Michigan
$14M +$4.87M +102,395 +54%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$11.6M +$294K +6,181 +3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$11M -$713K -14,991 -6%
LPL Financial
10
LPL Financial
California
$10M +$1.97M +41,448 +25%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$9.77M -$598K -12,581 -6%
AssetMark Inc
12
AssetMark Inc
California
$9.21M +$2.26M +47,609 +33%
MML Investors Services
13
MML Investors Services
Massachusetts
$8.29M -$1.15M -24,246 -12%
USCWA
14
U.S. Capital Wealth Advisors
Texas
$7.4M +$39.4K +828 +0.5%
SW
15
SMART Wealth
Nebraska
$6.81M +$179K +3,761 +3%
Osaic Holdings
16
Osaic Holdings
Arizona
$6.13M -$1.88M -40,930 -23%
CW
17
CreativeOne Wealth
Kansas
$6.06M -$198K -4,161 -3%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$5.16M -$258K -5,431 -5%
KAS
19
Kestra Advisory Services
Texas
$4.96M -$79.1K -1,664 -2%
RFG
20
REAP Financial Group
Texas
$3.9M -$408K -8,587 -9%
BFG
21
Bleakley Financial Group
New Jersey
$3.78M
AA
22
Armis Advisers
Georgia
$3.76M -$497K -10,454 -12%
PFA
23
Plotkin Financial Advisors
Maryland
$3.61M +$47.9K +1,008 +1%
ACM
24
Anfield Capital Management
California
$3.53M -$63.5K -1,335 -2%
PCG
25
Prosperity Consulting Group
Maryland
$3.34M -$870K -18,287 -21%