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FT Vest US Equity Moderate Buffer ETF January

48 hedge funds and large institutions have $73.6M invested in FT Vest US Equity Moderate Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 5 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+10
Holders Change %
+26.32%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
12
Increased
5
Reduced
19
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RFG
1
REAP Financial Group
Texas
$34.3M +$34.3M +996,184 New
AWM
2
AE Wealth Management
Kansas
$7.82M -$59.3K -1,703 -0.8%
CFS
3
Commonwealth Financial Services
West Virginia
$4.46M -$40.1K -1,163 -0.9%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$3.27M -$428K -12,402 -12%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.74M -$1.39M -40,272 -34%
LA
6
LM Advisors
California
$2.11M +$2.11M +61,194 New
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$1.81M +$1.81M +52,418 New
Osaic Holdings
8
Osaic Holdings
Arizona
$1.49M -$1.15M -33,522 -44%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.42M -$4.28M -124,213 -75%
HWM
10
HFG Wealth Management
Texas
$1.19M +$1.19M +34,630 New
NAM
11
NorthCrest Asset Manangement
Minnesota
$1.06M -$6.03K -175 -0.6%
CA
12
Cetera Advisors
Colorado
$1.02M -$239K -6,926 -19%
Mariner
13
Mariner
Kansas
$900K -$74.8K -2,168 -8%
SW
14
Schulz Wealth
Texas
$829K +$829K +24,030 New
NA
15
NewEdge Advisors
Louisiana
$775K -$8.85M -254,753 -92%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$755K -$10.5K -304 -1%
SB
17
Strategic Blueprint
Georgia
$662K -$16K -463 -2%
LPL Financial
18
LPL Financial
California
$636K +$362K +10,493 +132%
RJA
19
Raymond James & Associates
Florida
$578K +$177K +5,133 +44%
TLA
20
Tanglewood Legacy Advisors
Texas
$574K
BWM
21
BCGM Wealth Management
Indiana
$555K
MA
22
Mutual Advisors
Nebraska
$465K
Truist Financial
23
Truist Financial
North Carolina
$408K -$3.11M -90,269 -88%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$382K +$382K +11,093 New
AWS
25
Atria Wealth Solutions
New York
$342K -$73.3K -2,125 -18%