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FT Vest US Equity Buffer ETF January

145 hedge funds and large institutions have $292M invested in FT Vest US Equity Buffer ETF January in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 17 increasing their positions, 78 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

3% more funds holding

Funds holding: 141145 (+4)

5.97% less ownership

Funds ownership: 31.73%25.75% (-6%)

18% less capital invested

Capital invested by funds: $354M → $292M (-$62.2M)

78% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 78

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
145
Holders Change
+4
Holders Change %
+2.84%
% of All Funds
1.76%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
17
Reduced
78
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$20.5M -$9.16M -180,563 -31%
SI
2
Stephens Inc
Arkansas
$19.4M -$7.92M -156,068 -29%
BCM
3
Brookstone Capital Management
Illinois
$15.8M -$2.64M -51,946 -15%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15M -$29.2M -576,075 -67%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$13.6M -$10.7M -210,617 -44%
AssetMark Inc
6
AssetMark Inc
California
$13.1M +$1.64M +32,253 +15%
LPL Financial
7
LPL Financial
California
$12.9M +$884K +17,410 +7%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$12.7M -$109K -2,139 -0.9%
MML Investors Services
9
MML Investors Services
Massachusetts
$9.72M +$568K +11,200 +6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$8.73M -$1.85M -36,513 -18%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$8.45M +$7M +137,997 +544%
USCWA
12
U.S. Capital Wealth Advisors
Texas
$8.12M -$67.6K -1,333 -0.8%
Osaic Holdings
13
Osaic Holdings
Arizona
$6.56M -$3.43M -67,586 -35%
FWM
14
Foguth Wealth Management
Michigan
$6.51M +$6.38M +125,808 New
SW
15
SMART Wealth
Nebraska
$5.83M -$612K -12,061 -10%
KAS
16
Kestra Advisory Services
Texas
$5.16M +$136K +2,682 +3%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$5.09M -$322K -6,346 -6%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$5.08M -$1.29M -25,383 -21%
BFG
19
Bleakley Financial Group
New Jersey
$3.94M -$43.6K -860 -1%
PFA
20
Plotkin Financial Advisors
Maryland
$3.87M -$51K -1,005 -1%
RFG
21
REAP Financial Group
Texas
$3.63M -$348K -6,864 -9%
ACM
22
Anfield Capital Management
California
$3.58M -$126K -2,489 -3%
1W
23
1776 Wealth
Georgia
$3.03M +$27.3K +537 +0.9%
IWN
24
Independent Wealth Network
Iowa
$2.47M -$106K -2,086 -4%
PFS
25
Prospera Financial Services
Texas
$2.47M +$401K +7,892 +20%