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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
HI
76
Harbour Investments
Wisconsin
$237K -$207K -4,917 -47%
AWA
77
Arkadios Wealth Advisors
Georgia
$232K +$228K +5,413 New
CIA
78
Concurrent Investment Advisors
Florida
$228K
NAS
79
NWF Advisory Services
California
$223K -$46.3K -1,100 -17%
BCI
80
Brinker Capital Investments
Pennsylvania
$209K
HP
81
Holistic Planning
Texas
$209K
JP Morgan Chase
82
JP Morgan Chase
New York
$200K +$197K +4,679 New
Barclays
83
Barclays
United Kingdom
$200K -$6.44K -153 -3%
CF
84
Centaurus Financial
California
$188K
BWM
85
Benson Wealth Management
Tennessee
$156K +$153K +3,643 New
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$132K -$99.3K -2,357 -43%
Morgan Stanley
87
Morgan Stanley
New York
$109K
PWPS
88
Pinnacle Wealth Planning Services
Ohio
$86.7K +$85.3K +2,025 New
CP
89
Camelot Portfolios
Ohio
$69.2K +$68.1K +1,617 New
LA
90
LM Advisors
California
$62K -$2.5M -59,329 -96%
NS
91
NBC Securities
Alabama
$61.4K
CFD
92
Creative Financial Designs
Indiana
$59.8K -$5.47K -130 -9%
FNWA
93
Financial Network Wealth Advisors
Utah
$57.7K
DFA
94
DHJJ Financial Advisors
Illinois
$56K
UBS Group
95
UBS Group
Switzerland
$49.9K +$3.87K +92 +9%
AIC
96
Archer Investment Corporation
Indiana
$36.1K -$590 -14 -2%
AIP
97
Ameritas Investment Partners
Nebraska
$35.3K
SWM
98
Spire Wealth Management
Virginia
$26.7K -$32.6K -775 -55%
PB
99
Pinnacle Bancorp
Nebraska
$19.3K
IA
100
IFP Advisors
Florida
$17.3K