GJAN icon

FT Vest US Equity Moderate Buffer ETF January

84 hedge funds and large institutions have $189M invested in FT Vest US Equity Moderate Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 32 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+36
Holders Change %
+75%
% of All Funds
1.22%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
40
Increased
32
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OMC
51
Old Mission Capital
Illinois
$440K +$440K +12,253 New
AAS
52
Avantax Advisory Services
Texas
$381K +$87.4K +2,437 +30%
AWS
53
Atria Wealth Solutions
New York
$359K +$2.69K +75 +0.8%
OIA
54
OneDigital Investment Advisors
Kansas
$343K +$343K +9,550 New
FPWM
55
FSB Premier Wealth Management
Iowa
$320K +$320K +8,930 New
TCM
56
Triumph Capital Management
Colorado
$319K +$319K +8,909 New
LNC
57
Lincoln National Corp
Pennsylvania
$318K +$318K +8,849 New
KWS
58
Keystone Wealth Services
California
$312K +$37.7K +1,050 +14%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$247K +$247K +6,873 New
QCIG
60
Quad-Cities Investment Group
Iowa
$233K +$233K +6,497 New
IF
61
Integrity Financial
Wyoming
$233K +$233K +6,491 New
AWE
62
Avidian Wealth Enterprises
Texas
$230K +$20.7K +578 +10%
MCM
63
MAI Capital Management
Ohio
$228K +$228K +6,344 New
BFG
64
Bouchey Financial Group
New York
$220K +$9.76K +272 +5%
SRA
65
Secured Retirement Advisors
Minnesota
$216K +$216K +6,009 New
CIAS
66
Capital Investment Advisory Services
North Carolina
$200K -$32.5K -905 -14%
DWM
67
Dogwood Wealth Management
Kansas
$186K +$186K +5,191 New
CA
68
CoreCap Advisors
Michigan
$116K +$116K +3,226 New
CFGS
69
Concourse Financial Group Securities
Alabama
$99.7K +$215 +6 +0.2%
SS
70
Sunbelt Securities
Texas
$76.9K +$76.9K +2,143 New
CFD
71
Creative Financial Designs
Indiana
$62.4K -$4.16K -116 -6%
CPA
72
Clear Point Advisors
New York
$58K +$19.4K +542 +50%
Morgan Stanley
73
Morgan Stanley
New York
$53.3K +$41.4K +1,155 +350%
NS
74
NBC Securities
Alabama
$51K +$51K +1,435 New
PTC
75
Private Trust Company
Ohio
$45.8K +$45.8K +1,276 New