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FT Vest US Equity Moderate Buffer ETF January

103 hedge funds and large institutions have $239M invested in FT Vest US Equity Moderate Buffer ETF January in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+17
Holders Change %
+19.77%
% of All Funds
1.4%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
29
Increased
41
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
51
Integrated Wealth Concepts
Massachusetts
$481K +$481K +12,764 New
CAL
52
Capital Analysts LLC
Pennsylvania
$448K -$12K -319 -3%
GFG
53
Grantvest Financial Group
New Jersey
$425K +$215K +5,695 +102%
HI
54
Harbour Investments
Wisconsin
$407K +$47.4K +1,259 +13%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$399K +$126K +3,353 +46%
NFG
56
Nations Financial Group
Iowa
$391K +$391K +10,390 New
Jane Street
57
Jane Street
New York
$381K +$381K +10,118 New
AWS
58
Atria Wealth Solutions
New York
$379K +$47.1K +1,249 +14%
Citadel Advisors
59
Citadel Advisors
Florida
$356K +$356K +9,442 New
AWM
60
AE Wealth Management
Kansas
$337K -$1.47M -38,978 -81%
FPWM
61
FSB Premier Wealth Management
Iowa
$333K +$27.7K +734 +9%
SP
62
Sequent Planning
Nebraska
$332K +$52.8K +1,401 +19%
HIS
63
Harvest Investment Services
Illinois
$325K +$325K +8,616 New
SEIA
64
Signature Estate & Investment Advisors
California
$311K
CA
65
CoreCap Advisors
Michigan
$305K +$52.2K +1,386 +21%
BWM
66
BCGM Wealth Management
Indiana
$305K
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$296K +$40.4K +1,072 +16%
JIP
68
Jaffetilchin Investment Partners
Florida
$266K +$266K +7,062 New
OPS
69
Orion Portfolio Solutions
Nebraska
$243K +$40K +1,063 +20%
BCI
70
Brinker Capital Investments
Pennsylvania
$243K +$40K +1,063 +20%
AWE
71
Avidian Wealth Enterprises
Texas
$241K
IF
72
Integrity Financial
Wyoming
$240K +$79.9K +2,122 +50%
GFA
73
Gallagher Fiduciary Advisors
Illinois
$236K +$236K +6,277 New
LI
74
LVZ Inc
Michigan
$233K +$233K +6,174 New
QCIG
75
Quad-Cities Investment Group
Iowa
$232K -$1.92K -51 -0.8%