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FT Vest US Equity Moderate Buffer ETF January

86 hedge funds and large institutions have $147M invested in FT Vest US Equity Moderate Buffer ETF January in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 7 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
1.15%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
17
Increased
7
Reduced
40
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
51
Triumph Capital Management
Colorado
$293K -$52.2K -1,351 -15%
SP
52
Sequent Planning
Nebraska
$287K -$8.07M -208,691 -97%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$280K +$280K +7,240 New
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$262K
GRP
55
Global Retirement Partners
California
$261K +$261K +6,750 New
Goldman Sachs
56
Goldman Sachs
New York
$260K -$10.4K -269 -4%
CA
57
CoreCap Advisors
Michigan
$260K +$42.4K +1,097 +20%
ASN
58
Advisory Services Network
Georgia
$259K -$774K -20,017 -75%
AWE
59
Avidian Wealth Enterprises
Texas
$247K
MCM
60
MAI Capital Management
Ohio
$245K
QCIG
61
Quad-Cities Investment Group
Iowa
$240K -$10.8K -280 -4%
OIA
62
OneDigital Investment Advisors
Kansas
$233K -$429K -11,096 -65%
GFG
63
Grantvest Financial Group
New Jersey
$216K +$216K +5,599 New
KIA
64
Kraematon Investment Advisors
Massachusetts
$210K
BCI
65
Brinker Capital Investments
Pennsylvania
$209K +$209K +5,396 New
OPS
66
Orion Portfolio Solutions
Nebraska
$209K +$209K +5,396 New
Barclays
67
Barclays
United Kingdom
$195K +$185K +4,775 +1,802%
IF
68
Integrity Financial
Wyoming
$164K -$46.1K -1,194 -22%
Morgan Stanley
69
Morgan Stanley
New York
$118K +$112K +2,896 +1,755%
GWM
70
Geneos Wealth Management
Colorado
$117K +$117K +3,016 New
SS
71
Sunbelt Securities
Texas
$82.8K
CFD
72
Creative Financial Designs
Indiana
$63.9K -$3.32K -86 -5%
PS
73
Principal Securities
Iowa
$60.3K -$481K -12,445 -89%
SWM
74
Spire Wealth Management
Virginia
$54.1K +$54.1K +1,400 New
PTC
75
Private Trust Company
Ohio
$49.3K