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FT Vest US Equity Moderate Buffer ETF January

82 hedge funds and large institutions have $164M invested in FT Vest US Equity Moderate Buffer ETF January in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
-2
Holders Change %
-2.38%
% of All Funds
1.19%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
8
Increased
17
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RFG
1
REAP Financial Group
Texas
$33.1M -$2.46M -66,606 -7%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$13.8M -$36.2K -982 -0.3%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$8.43M -$33.5K -908 -0.4%
SP
4
Sequent Planning
Nebraska
$7.54M -$836K -22,654 -10%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$7.17M -$1.21M -32,895 -14%
MAM
6
Milestone Asset Management
Pennsylvania
$6.25M -$10.4M -282,940 -63%
Osaic Holdings
7
Osaic Holdings
Arizona
$6.16M -$2.74M -74,315 -31%
GF
8
Gries Financial
Ohio
$5.39M +$938K +25,415 +21%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$4.99M +$14K +379 +0.3%
CFS
10
Commonwealth Financial Services
West Virginia
$4.86M +$65.1K +1,755 +1%
KAS
11
Kestra Advisory Services
Texas
$4.82M -$220K -5,958 -4%
RJA
12
Raymond James & Associates
Florida
$4.55M -$664K -17,995 -13%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.52M -$27.2K -736 -0.6%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$4.42M -$7.08K -192 -0.2%
AP
15
Americana Partners
Texas
$3.99M -$88.9K -2,409 -2%
SW
16
Schulz Wealth
Texas
$3.88M -$36.3K -985 -0.9%
LA
17
LM Advisors
California
$2.6M +$209K +5,659 +9%
HAS
18
HBW Advisory Services
California
$2.28M +$2.28M +61,750 New
AWM
19
AE Wealth Management
Kansas
$2.15M -$353K -9,574 -14%
WEG
20
World Equity Group
Illinois
$1.82M -$77.8K -2,108 -4%
LPL Financial
21
LPL Financial
California
$1.73M +$92.6K +2,509 +6%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.71M +$1.2M +32,496 +235%
CA
23
Corrado Advisors
New Jersey
$1.59M -$21.9K -594 -1%
TLA
24
Tanglewood Legacy Advisors
Texas
$1.42M
OAS
25
Optivise Advisory Services
Tennessee
$1.42M +$1.42M +38,476 New