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FT Vest US Equity Moderate Buffer ETF January

107 hedge funds and large institutions have $183M invested in FT Vest US Equity Moderate Buffer ETF January in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 49 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

4% more funds holding

Funds holding: 103107 (+4)

3.92% less ownership

Funds ownership: 58.09%54.17% (-3.9%)

13% less capital invested

Capital invested by funds: $211M → $183M (-$27.9M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

73% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 49

Holders
107
Holders Change
+4
Holders Change %
+3.88%
% of All Funds
1.3%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
13
Increased
13
Reduced
49
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
51
MAI Capital Management
Ohio
$461K -$91.1K -2,163 -17%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$456K
NFG
53
Nations Financial Group
Iowa
$451K
NWMP
54
Noble Wealth Management PBC
Colorado
$428K -$160K -3,811 -28%
Jane Street
55
Jane Street
New York
$426K -$264K -6,259 -39%
FPWM
56
FSB Premier Wealth Management
Iowa
$377K -$1.47K -35 -0.4%
SP
57
Sequent Planning
Nebraska
$376K -$135K -3,202 -27%
GFG
58
Grantvest Financial Group
New Jersey
$374K -$57.1K -1,355 -13%
HIS
59
Harvest Investment Services
Illinois
$369K
SAM
60
Synergy Asset Management
Washington
$355K -$610K -14,492 -64%
MCWS
61
McKinley Carter Wealth Services
West Virginia
$354K +$124K +2,945 +55%
SEIA
62
Signature Estate & Investment Advisors
California
$353K
AWM
63
AE Wealth Management
Kansas
$340K -$5.89K -140 -2%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$334K -$211 -5 -0.1%
GFA
65
Gallagher Fiduciary Advisors
Illinois
$324K
IF
66
Integrity Financial
Wyoming
$318K -$13.6K -322 -4%
BWM
67
BCGM Wealth Management
Indiana
$304K
JIP
68
Jaffetilchin Investment Partners
Florida
$302K
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$300K
GRP
70
Global Retirement Partners
California
$289K
AWE
71
Avidian Wealth Enterprises
Texas
$274K
LI
72
LVZ Inc
Michigan
$259K -$3.92K -93 -2%
ASN
73
Advisory Services Network
Georgia
$257K
QCIG
74
Quad-Cities Investment Group
Iowa
$245K
Citadel Advisors
75
Citadel Advisors
Florida
$240K +$236K +5,603 New