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FT Vest US Equity Buffer ETF January

141 hedge funds and large institutions have $354M invested in FT Vest US Equity Buffer ETF January in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 66 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $370M → $354M (-$16.2M)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

2% less funds holding

Funds holding: 144141 (-3)

3.06% less ownership

Funds ownership: 34.79%31.73% (-3.1%)

50% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 66

Holders
141
Holders Change
-3
Holders Change %
-2.08%
% of All Funds
1.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
33
Reduced
66
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$43.4M +$1.89M +38,665 +5%
Raymond James Financial
2
Raymond James Financial
Florida
$28.9M -$308K -6,301 -1%
SI
3
Stephens Inc
Arkansas
$26.6M -$190K -3,900 -0.7%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$23.7M +$346K +7,075 +2%
BCM
5
Brookstone Capital Management
Illinois
$17.9M -$760K -15,557 -4%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$12.4M +$182K +3,718 +2%
LPL Financial
7
LPL Financial
California
$11.7M +$1.1M +22,561 +11%
AssetMark Inc
8
AssetMark Inc
California
$11M +$1.28M +26,288 +14%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$10.3M -$1.24M -25,353 -11%
Osaic Holdings
10
Osaic Holdings
Arizona
$9.67M +$41.3K +845 +0.4%
MML Investors Services
11
MML Investors Services
Massachusetts
$8.86M +$117K +2,390 +1%
USCWA
12
U.S. Capital Wealth Advisors
Texas
$7.93M +$121K +2,468 +2%
SW
13
SMART Wealth
Nebraska
$6.25M -$905K -18,525 -13%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$6.19M -$4M -81,934 -40%
AI
15
Atria Investments
North Carolina
$6.04M +$3.7M +75,808 +170%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$5.25M -$193K -3,959 -4%
KAS
17
Kestra Advisory Services
Texas
$4.87M -$351K -7,189 -7%
BWM
18
BAM Wealth Management
Colorado
$4.48M +$4.36M +89,308 New
SAM
19
Synergy Asset Management
Washington
$4.12M +$2.78M +56,967 +203%
RFG
20
REAP Financial Group
Texas
$3.86M -$242K -4,965 -6%
BFG
21
Bleakley Financial Group
New Jersey
$3.86M -$129K -2,642 -3%
PFA
22
Plotkin Financial Advisors
Maryland
$3.8M -$7.91K -162 -0.2%
ACM
23
Anfield Capital Management
California
$3.59M -$133K -2,720 -4%
1W
24
1776 Wealth
Georgia
$2.91M +$99.8K +2,044 +4%
CW
25
CreativeOne Wealth
Kansas
$2.91M -$3.39M -69,418 -55%