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FT Vest US Equity Moderate Buffer ETF January

105 hedge funds and large institutions have $249M invested in FT Vest US Equity Moderate Buffer ETF January in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.4% more ownership

Funds ownership: 64.3%64.7% (+0.4%)

28% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 36

Holders
105
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWS
51
Keystone Wealth Services
California
$601K
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$558K
AIC
53
Archer Investment Corporation
Indiana
$544K
CCG
54
Catalina Capital Group
California
$524K
MWM
55
Modern Wealth Management
Kansas
$511K
IWC
56
Integrated Wealth Concepts
Massachusetts
$510K
CAL
57
Capital Analysts LLC
Pennsylvania
$488K
GFG
58
Grantvest Financial Group
New Jersey
$451K
HI
59
Harbour Investments
Wisconsin
$426K
NFG
60
Nations Financial Group
Iowa
$421K
SP
61
Sequent Planning
Nebraska
$354K
FPWM
62
FSB Premier Wealth Management
Iowa
$354K
HIS
63
Harvest Investment Services
Illinois
$345K
SEIA
64
Signature Estate & Investment Advisors
California
$330K
AWM
65
AE Wealth Management
Kansas
$328K
BWM
66
BCGM Wealth Management
Indiana
$324K
CA
67
CoreCap Advisors
Michigan
$320K
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$314K
IF
69
Integrity Financial
Wyoming
$310K
GFA
70
Gallagher Fiduciary Advisors
Illinois
$302K
SAM
71
Synergy Asset Management
Washington
$288K
JIP
72
Jaffetilchin Investment Partners
Florida
$282K
GRP
73
Global Retirement Partners
California
$270K
AWE
74
Avidian Wealth Enterprises
Texas
$256K
DI
75
Diligent Investors
California
$246K