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FT Vest US Equity Moderate Buffer ETF January

86 hedge funds and large institutions have $147M invested in FT Vest US Equity Moderate Buffer ETF January in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 7 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
1.15%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
17
Increased
7
Reduced
40
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RFG
1
REAP Financial Group
Texas
$29.9M -$916K -23,701 -3%
AA
2
Armis Advisers
Georgia
$28.4M +$28.4M +734,966 New
Raymond James Financial
3
Raymond James Financial
Florida
$9.37M +$9.37M +242,541 New
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$6.49M -$3.2M -82,788 -33%
CFS
5
Commonwealth Financial Services
West Virginia
$5.04M -$11.2K -290 -0.2%
Osaic Holdings
6
Osaic Holdings
Arizona
$4.89M -$748K -19,355 -13%
GF
7
Gries Financial
Ohio
$4.71M -$1.48M -38,176 -24%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$4.64M -$4.21M -108,888 -48%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.17M -$92.8K -2,402 -2%
SW
10
Schulz Wealth
Texas
$4.02M
AP
11
Americana Partners
Texas
$3.83M -$60.4K -1,563 -2%
LPL Financial
12
LPL Financial
California
$2.68M -$4.14M -107,037 -61%
LA
13
LM Advisors
California
$2.44M -$42.1K -1,090 -2%
HAS
14
HBW Advisory Services
California
$2.24M -$152K -3,941 -6%
KAS
15
Kestra Advisory Services
Texas
$1.96M -$2.63M -67,976 -57%
AWM
16
AE Wealth Management
Kansas
$1.85M -$284K -7,344 -13%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.73M -$481K -12,436 -22%
LI
18
LifeWealth Investments
Florida
$1.62M +$1.62M +41,921 New
CA
19
Corrado Advisors
New Jersey
$1.52M -$116K -3,007 -7%
TLA
20
Tanglewood Legacy Advisors
Texas
$1.49M
NAM
21
NorthCrest Asset Manangement
Minnesota
$1.18M -$23.3K -603 -2%
Mariner
22
Mariner
Kansas
$1.14M -$2.51K -65 -0.2%
WTFG
23
Wood Tarver Financial Group
Idaho
$1.08M +$1.08M +28,012 New
MML Investors Services
24
MML Investors Services
Massachusetts
$1.08M +$98.8K +2,556 +10%
KPWS
25
Kestra Private Wealth Services
Texas
$1.05M -$34.8K -900 -3%