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FT Vest US Equity Moderate Buffer ETF January

82 hedge funds and large institutions have $164M invested in FT Vest US Equity Moderate Buffer ETF January in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
-2
Holders Change %
-2.38%
% of All Funds
1.19%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
8
Increased
17
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWS
51
Keystone Wealth Services
California
$321K
DAS
52
Diversify Advisory Services
Utah
$289K +$289K +7,789 New
UBS Group
53
UBS Group
Switzerland
$267K +$224K +6,079 +530%
FPWM
54
FSB Premier Wealth Management
Iowa
$262K -$67.7K -1,836 -21%
SRA
55
Secured Retirement Advisors
Minnesota
$261K +$39.3K +1,066 +18%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$253K -$849 -23 -0.3%
QCIG
57
Quad-Cities Investment Group
Iowa
$240K
AWE
58
Avidian Wealth Enterprises
Texas
$236K
MCM
59
MAI Capital Management
Ohio
$234K
SAW
60
Signal Advisors Wealth
Michigan
$231K -$681K -18,446 -75%
BFG
61
Bouchey Financial Group
New York
$225K +$37 +1 +0%
IF
62
Integrity Financial
Wyoming
$221K -$18.3K -495 -8%
KIA
63
Kraematon Investment Advisors
Massachusetts
$201K +$201K +5,435 New
DWM
64
Dogwood Wealth Management
Kansas
$192K
CA
65
CoreCap Advisors
Michigan
$189K +$70.2K +1,902 +59%
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$180K +$180K +4,874 New
FNWA
67
Financial Network Wealth Advisors
Utah
$136K +$136K +3,680 New
IAIM
68
International Assets Investment Management
Florida
$105K +$105K +2,857 New
CFGS
69
Concourse Financial Group Securities
Alabama
$102K
SS
70
Sunbelt Securities
Texas
$79.1K
CFD
71
Creative Financial Designs
Indiana
$64.2K
CPA
72
Clear Point Advisors
New York
$59.7K
NS
73
NBC Securities
Alabama
$52K
PTC
74
Private Trust Company
Ohio
$47.1K
AIC
75
Archer Investment Corporation
Indiana
$43.4K -$10.6M -287,728 -100%