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FT Vest US Equity Moderate Buffer ETF January

105 hedge funds and large institutions have $180M 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, 47 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

72% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 47

Holders
105
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$456K
NFG
52
Nations Financial Group
Iowa
$451K
NWMP
53
Noble Wealth Management PBC
Colorado
$428K
Jane Street
54
Jane Street
New York
$426K
FPWM
55
FSB Premier Wealth Management
Iowa
$377K
SP
56
Sequent Planning
Nebraska
$376K
GFG
57
Grantvest Financial Group
New Jersey
$374K
HIS
58
Harvest Investment Services
Illinois
$369K
SAM
59
Synergy Asset Management
Washington
$355K
MCWS
60
McKinley Carter Wealth Services
West Virginia
$354K
SEIA
61
Signature Estate & Investment Advisors
California
$353K
AWM
62
AE Wealth Management
Kansas
$340K
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$334K
GFA
64
Gallagher Fiduciary Advisors
Illinois
$324K
IF
65
Integrity Financial
Wyoming
$318K
BWM
66
BCGM Wealth Management
Indiana
$304K
JIP
67
Jaffetilchin Investment Partners
Florida
$302K
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$300K
GRP
69
Global Retirement Partners
California
$289K
AWE
70
Avidian Wealth Enterprises
Texas
$274K
LI
71
LVZ Inc
Michigan
$259K
ASN
72
Advisory Services Network
Georgia
$257K
QCIG
73
Quad-Cities Investment Group
Iowa
$245K
Citadel Advisors
74
Citadel Advisors
Florida
$240K
HI
75
Harbour Investments
Wisconsin
$237K