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FT Vest US Equity Moderate Buffer ETF January

48 hedge funds and large institutions have $73.6M invested in FT Vest US Equity Moderate Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 5 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+10
Holders Change %
+26.32%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
12
Increased
5
Reduced
19
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAN
26
Cetera Advisor Networks
California
$289K +$21.4K +621 +8%
CBFP
27
Cedar Brook Financial Partners
Ohio
$285K
WP
28
WealthSource Partners
California
$283K -$13.8K -400 -5%
AAS
29
Avantax Advisory Services
Texas
$283K -$17.2K -500 -6%
KAS
30
Kestra Advisory Services
Texas
$279K -$644K -18,670 -70%
KWS
31
Keystone Wealth Services
California
$264K
CIAS
32
Capital Investment Advisory Services
North Carolina
$223K
BFG
33
Bouchey Financial Group
New York
$202K +$202K +5,851 New
AWE
34
Avidian Wealth Enterprises
Texas
$201K +$201K +5,820 New
HI
35
Harbour Investments
Wisconsin
$110K -$78.5K -2,277 -42%
Wells Fargo
36
Wells Fargo
California
$102K +$102K +2,944 New
CFGS
37
Concourse Financial Group Securities
Alabama
$95.6K
UBS Group
38
UBS Group
Switzerland
$74.2K +$70.3K +2,038 +1,788%
CFD
39
Creative Financial Designs
Indiana
$64K -$8.69K -252 -12%
SPIA
40
Steward Partners Investment Advisory
New York
$56.7K
CPA
41
Clear Point Advisors
New York
$37.1K +$37.1K +1,075 New
AIP
42
Ameritas Investment Partners
Nebraska
$28.4K
AIC
43
Archer Investment Corporation
Indiana
$28.4K
EWM
44
EPG Wealth Management
Georgia
$28K +$28K +800 New
DFA
45
DHJJ Financial Advisors
Illinois
$26.4K
IA
46
IFP Advisors
Florida
$13.9K
Morgan Stanley
47
Morgan Stanley
New York
$11.4K +$5.69K +165 +100%
CJ
48
Caitlin John
Michigan
$11K +$11K +318 New
OMC
49
Old Mission Capital
Illinois
-$1.05M -32,666 Closed
KIA
50
Kraematon Investment Advisors
Massachusetts
-$821K -25,475 Closed