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FT Vest US Equity Moderate Buffer ETF January

102 hedge funds and large institutions have $206M invested in FT Vest US Equity Moderate Buffer ETF January in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 50 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

less funds holding

Funds holding:

less ownership

Funds ownership:

less funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

70% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 50

Holders
102
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
51
Stratos Wealth Advisors
Ohio
$565K
CCG
52
Catalina Capital Group
California
$546K
MCM
53
MAI Capital Management
Ohio
$539K
MWM
54
Modern Wealth Management
Kansas
$533K
IWC
55
Integrated Wealth Concepts
Massachusetts
$532K
CAL
56
Capital Analysts LLC
Pennsylvania
$509K
SP
57
Sequent Planning
Nebraska
$500K
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$442K
NFG
59
Nations Financial Group
Iowa
$439K
HI
60
Harbour Investments
Wisconsin
$436K
GFG
61
Grantvest Financial Group
New Jersey
$421K
FPWM
62
FSB Premier Wealth Management
Iowa
$369K
HIS
63
Harvest Investment Services
Illinois
$359K
SEIA
64
Signature Estate & Investment Advisors
California
$344K
CA
65
CoreCap Advisors
Michigan
$337K
AWM
66
AE Wealth Management
Kansas
$337K
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$325K
IF
68
Integrity Financial
Wyoming
$323K
GFA
69
Gallagher Fiduciary Advisors
Illinois
$315K
BWM
70
BCGM Wealth Management
Indiana
$296K
JIP
71
Jaffetilchin Investment Partners
Florida
$294K
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$292K
GRP
73
Global Retirement Partners
California
$281K
AWE
74
Avidian Wealth Enterprises
Texas
$267K
NAS
75
NWF Advisory Services
California
$263K