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FT Vest US Equity Moderate Buffer ETF January

41 hedge funds and large institutions have $61M invested in FT Vest US Equity Moderate Buffer ETF January in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
-3
Holders Change %
-6.82%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
9
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWS
26
Cypress Wealth Services
California
$270K
CBFP
27
Cedar Brook Financial Partners
Ohio
$268K +$268K +8,245 New
KWS
28
Keystone Wealth Services
California
$249K +$249K +7,645 New
KPWS
29
Kestra Private Wealth Services
Texas
$236K
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$228K
CAN
31
Cetera Advisor Networks
California
$226K
BRWA
32
B. Riley Wealth Advisors
Florida
$213K
CIAS
33
Capital Investment Advisory Services
North Carolina
$211K
Morgan Stanley
34
Morgan Stanley
New York
$94.6K +$89.2K +2,742 +1,662%
CFGS
35
Concourse Financial Group Securities
Alabama
$90.2K +$90.2K +2,772 New
CFD
36
Creative Financial Designs
Indiana
$68.6K -$3.16K -97 -4%
SPIA
37
Steward Partners Investment Advisory
New York
$53.5K
AIP
38
Ameritas Investment Partners
Nebraska
$26.8K
AIC
39
Archer Investment Corporation
Indiana
$26.8K -$813K -25,000 -97%
IA
40
IFP Advisors
Florida
$13.1K
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$260 -$163K -5,002 -100%
ARC
42
Advisor Resource Council
Texas
-$1.49M -48,202 Closed
CSPIA
43
Cary Street Partners Investment Advisory
Virginia
-$1.07M -34,656 Closed
Jane Street
44
Jane Street
New York
-$572K -18,466 Closed
LNC
45
Lincoln National Corp
Pennsylvania
-$292K -9,431 Closed
MML Investors Services
46
MML Investors Services
Massachusetts
-$243K -7,842 Closed
HSA
47
HBK Sorce Advisory
Pennsylvania
-$203K -6,560 Closed
UBS Group
48
UBS Group
Switzerland
-$44.3K -1,430 Closed