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FT Vest US Equity Moderate Buffer ETF January
GJAN

85 hedge funds and large institutions have $153M invested in FT Vest US Equity Moderate Buffer ETF January in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

4% more funds holding

Funds holding: 82 → 85 (+3)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

4.62% less ownership

Funds ownership: 61.88% → 57.25% (-4.6%)

7% less capital invested

Capital invested by funds: $164M → $153M (-$11.2M)

57% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 35

Holders
85
Holders Change
+3
Holders Change %
+3.66%
% of All Funds
1.22%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
9
Increased
15
Reduced
35
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$4.82M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.48M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.1M
4
CW
CreativeOne Wealth
Kansas
+$1.05M
5
Jane Street
Jane Street
New York
+$944K

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$6.98M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$6.38M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$3.75M
4
RFG
REAP Financial Group
Texas
-$3.72M
5
RJA
Raymond James & Associates
Florida
-$1.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$1.15M +$266K +7,141 +31%
Mariner
27
Mariner
Kansas
$1.12M -$54.1K -1,454 -5%
CW
28
CreativeOne Wealth
Kansas
$1.07M +$1.05M +28,173 New
KPWS
29
Kestra Private Wealth Services
Texas
$1.06M – – –
SPIA
30
Steward Partners Investment Advisory
New York
$1M – – –
ASN
31
Advisory Services Network
Georgia
$986K – – –
MML Investors Services
32
MML Investors Services
Massachusetts
$962K -$29.5K -793 -3%
FS
33
Ferguson Shapiro
Georgia
$810K -$179K -4,811 -18%
IP
34
Ignite Planners
California
$768K – – –
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$716K -$3.75M -100,761 -84%
OIA
36
OneDigital Investment Advisors
Kansas
$649K -$7.52K -202 -1%
BWM
37
BCGM Wealth Management
Indiana
$609K – – –
MA
38
Mutual Advisors
Nebraska
$595K -$5.21K -140 -0.9%
PS
39
Principal Securities
Iowa
$530K -$3.72K -100 -0.7%
CAL
40
Capital Analysts LLC
Pennsylvania
$499K – – –
CCG
41
Catalina Capital Group
California
$496K – – –
SCA
42
Sage Capital Advisors
South Dakota
$458K +$450K +12,091 New
HI
43
Harbour Investments
Wisconsin
$432K +$15.4K +414 +4%
SB
44
Strategic Blueprint
Georgia
$421K -$194K -5,213 -32%
AI
45
Atria Investments
North Carolina
$398K +$391K +10,512 New
OMC
46
Old Mission Capital
Illinois
$379K -$583K -15,674 -61%
FFS
47
Founders Financial Securities
Maryland
$349K +$344K +9,233 New
NA
48
NewEdge Advisors
Louisiana
$341K -$112K -3,000 -25%
TCM
49
Triumph Capital Management
Colorado
$338K +$7.56K +203 +2%
SAW
50
Signal Advisors Wealth
Michigan
$337K +$98.2K +2,638 +42%
1
2
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GJAN Hedge Fund Activity: Q3 2024 in Review

85 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF January (GJAN) for Q3 2024, worth a combined $153M — down 6.9% from $164M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new GJAN positions and 6 closed out — a net gain of 3 holders — while 15 added to existing stakes and 35 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.82M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $6.98M.

  • 85 institutional investors held FT Vest US Equity Moderate Buffer ETF January (GJAN) as of Q3 2024, up from 82 in Q2 2024.
  • Funds reported $153M of FT Vest US Equity Moderate Buffer ETF January stock for Q3 2024, down 6.9% quarter-over-quarter.
  • 9 funds opened new FT Vest US Equity Moderate Buffer ETF January positions in Q3 2024 and 6 closed out, a net change of +3 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF January buyer in Q3 2024 was LPL Financial, an estimated $4.82M added.
  • The largest FT Vest US Equity Moderate Buffer ETF January seller in Q3 2024 was Raymond James Financial Services Advisors, an estimated $6.98M sold.

Based on aggregated 13F filings for Q3 2024.