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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 %
DI
76
Diligent Investors
California
$232K +$232K +6,161 New
OIA
77
OneDigital Investment Advisors
Kansas
$228K
ASN
78
Advisory Services Network
Georgia
$226K -$26.7K -708 -11%
CPIA
79
Cornell Pochily Investment Advisors
New York
$209K +$209K +5,555 New
KIA
80
Kraematon Investment Advisors
Massachusetts
$205K
BFG
81
Bouchey Financial Group
New York
$204K +$204K +5,407 New
HP
82
Holistic Planning
Texas
$203K +$203K +5,381 New
CIA
83
Concurrent Investment Advisors
Florida
$201K +$201K +5,343 New
CF
84
Centaurus Financial
California
$165K +$165K +4,392 New
GWM
85
Geneos Wealth Management
Colorado
$116K +$2.22K +59 +2%
Morgan Stanley
86
Morgan Stanley
New York
$95.9K -$19.4K -514 -17%
UBS Group
87
UBS Group
Switzerland
$85K +$85K +2,256 New
JPMorgan Chase & Co
88
JPMorgan Chase & Co
New York
$75.9K +$75.9K +2,013 New
PS
89
Principal Securities
Iowa
$60.3K
CFD
90
Creative Financial Designs
Indiana
$59.5K -$2.83K -75 -5%
NS
91
NBC Securities
Alabama
$54K +$54K +1,434 +143,400%
SWM
92
Spire Wealth Management
Virginia
$52.7K
FNWA
93
Financial Network Wealth Advisors
Utah
$50.8K +$20.5K +544 +68%
DFA
94
DHJJ Financial Advisors
Illinois
$49.3K +$9.61K +255 +24%
PTC
95
Private Trust Company
Ohio
$46.2K -$1.85K -49 -4%
AIP
96
Ameritas Investment Partners
Nebraska
$31.1K
EWM
97
EPG Wealth Management
Georgia
$30.1K
FFA
98
Farther Finance Advisors
California
$24.9K +$24.9K +660 New
PB
99
Pinnacle Bancorp
Nebraska
$17K
IA
100
IFP Advisors
Florida
$15.2K