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FT Vest US Equity Moderate Buffer ETF January

84 hedge funds and large institutions have $189M invested in FT Vest US Equity Moderate Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 32 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+36
Holders Change %
+75%
% of All Funds
1.22%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
40
Increased
32
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RFG
1
REAP Financial Group
Texas
$34.6M -$1.12M -31,191 -3%
MAM
2
Milestone Asset Management
Pennsylvania
$16.2M +$16.2M +452,332 New
RJFSA
3
Raymond James Financial Services Advisors
Florida
$13.4M +$12.6M +352,421 +1,609%
AIC
4
Archer Investment Corporation
Indiana
$10.4M +$10.3M +288,080 +35,004%
Osaic Holdings
5
Osaic Holdings
Arizona
$8.66M +$7.11M +198,075 +459%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$8.23M +$8.23M +229,449 New
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$8.16M +$4.76M +132,529 +140%
SP
8
Sequent Planning
Nebraska
$8.15M +$8.15M +227,016 New
RJA
9
Raymond James & Associates
Florida
$5.07M +$4.47M +124,574 +744%
KAS
10
Kestra Advisory Services
Texas
$4.9M +$4.61M +128,590 +1,588%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.84M +$1.99M +55,441 +70%
CFS
12
Commonwealth Financial Services
West Virginia
$4.46M
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.42M +$2.94M +81,945 +199%
GF
14
Gries Financial
Ohio
$4.33M +$4.33M +120,672 New
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$4.3M +$4.3M +119,857 New
AP
16
Americana Partners
Texas
$3.97M +$3.97M +110,623 New
SW
17
Schulz Wealth
Texas
$3.8M +$2.94M +81,990 +341%
CAN
18
Cetera Advisor Networks
California
$3.17M +$2.87M +79,934 +952%
AWM
19
AE Wealth Management
Kansas
$2.43M -$5.63M -156,868 -70%
LA
20
LM Advisors
California
$2.33M +$132K +3,671 +6%
WEG
21
World Equity Group
Illinois
$1.85M +$1.85M +51,443 New
LPL Financial
22
LPL Financial
California
$1.59M +$931K +25,952 +141%
CA
23
Corrado Advisors
New Jersey
$1.57M +$1.57M +43,699 New
SPC
24
Sigma Planning Corp
Michigan
$1.39M +$1.39M +38,839 New
TLA
25
Tanglewood Legacy Advisors
Texas
$1.38M +$786K +21,915 +132%