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FT Vest US Equity Moderate Buffer ETF January

105 hedge funds and large institutions have $249M invested in FT Vest US Equity Moderate Buffer ETF January in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+2
Holders Change %
+1.94%
% of All Funds
1.41%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
10
Increased
26
Reduced
36
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWS
51
Keystone Wealth Services
California
$601K
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$558K +$132K +3,280 +31%
AIC
53
Archer Investment Corporation
Indiana
$544K -$4.8K -120 -0.9%
CCG
54
Catalina Capital Group
California
$524K
MWM
55
Modern Wealth Management
Kansas
$511K
IWC
56
Integrated Wealth Concepts
Massachusetts
$510K
CAL
57
Capital Analysts LLC
Pennsylvania
$488K +$12.7K +319 +3%
GFG
58
Grantvest Financial Group
New Jersey
$451K
HI
59
Harbour Investments
Wisconsin
$426K -$6.16K -154 -1%
NFG
60
Nations Financial Group
Iowa
$421K +$6K +150 +1%
SP
61
Sequent Planning
Nebraska
$354K +$2.04K +51 +0.6%
FPWM
62
FSB Premier Wealth Management
Iowa
$354K
HIS
63
Harvest Investment Services
Illinois
$345K +$200 +5 +0.1%
SEIA
64
Signature Estate & Investment Advisors
California
$330K
AWM
65
AE Wealth Management
Kansas
$328K -$30.1K -754 -8%
BWM
66
BCGM Wealth Management
Indiana
$324K
CA
67
CoreCap Advisors
Michigan
$320K -$4.28K -107 -1%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$314K
IF
69
Integrity Financial
Wyoming
$310K +$55.8K +1,395 +22%
GFA
70
Gallagher Fiduciary Advisors
Illinois
$302K +$51.6K +1,291 +21%
SAM
71
Synergy Asset Management
Washington
$288K -$252K -6,300 -47%
JIP
72
Jaffetilchin Investment Partners
Florida
$282K
GRP
73
Global Retirement Partners
California
$270K +$270K +6,750 New
AWE
74
Avidian Wealth Enterprises
Texas
$256K
DI
75
Diligent Investors
California
$246K