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FT Vest US Equity Moderate Buffer ETF January

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
Holders
85
Holders Change
+3
Holders Change %
+3.66%
% of All Funds
1.23%
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
Name Holding Trade Value Shares
Change
Shares
Change %
AWS
51
Atria Wealth Solutions
New York
$334K -$11.4K -300 -3%
KWS
52
Keystone Wealth Services
California
$329K
SEIA
53
Signature Estate & Investment Advisors
California
$323K -$203K -5,365 -39%
Envestnet Portfolio Solutions
54
Envestnet Portfolio Solutions
Illinois
$312K +$312K +8,251 New
FPWM
55
FSB Premier Wealth Management
Iowa
$307K +$38.6K +1,021 +14%
Goldman Sachs
56
Goldman Sachs
New York
$265K +$265K +7,002 New
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$257K -$2.77K -73 -1%
DAS
58
Diversify Advisory Services
Utah
$251K -$45.7K -1,200 -15%
QCIG
59
Quad-Cities Investment Group
Iowa
$246K
AWE
60
Avidian Wealth Enterprises
Texas
$242K
MCM
61
MAI Capital Management
Ohio
$240K
BFG
62
Bouchey Financial Group
New York
$220K -$11.7K -309 -5%
CA
63
CoreCap Advisors
Michigan
$213K +$18.8K +497 +10%
KIA
64
Kraematon Investment Advisors
Massachusetts
$206K
IF
65
Integrity Financial
Wyoming
$206K -$21.4K -566 -9%
DWM
66
Dogwood Wealth Management
Kansas
$196K
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$184K
CFGS
68
Concourse Financial Group Securities
Alabama
$105K -$227 -6 -0.2%
SS
69
Sunbelt Securities
Texas
$81.1K
CFD
70
Creative Financial Designs
Indiana
$65.9K
CPA
71
Clear Point Advisors
New York
$61.2K
NS
72
NBC Securities
Alabama
$54K
PTC
73
Private Trust Company
Ohio
$48.3K
AIC
74
Archer Investment Corporation
Indiana
$44.4K -$114 -3 -0.3%
DFA
75
DHJJ Financial Advisors
Illinois
$39.9K