GJAN icon

FT Vest US Equity Moderate Buffer ETF January

105 hedge funds and large institutions have $249M invested in FT Vest US Equity Moderate Buffer ETF January in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+2
Holders Change %
+1.94%
% of All Funds
1.41%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
10
Increased
26
Reduced
36
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$40.7M -$1.46M -36,623 -3%
RFG
2
REAP Financial Group
Texas
$22.2M -$5.67M -141,891 -20%
AA
3
Armis Advisers
Georgia
$22M -$3.33M -83,240 -13%
RFG
4
Range Financial Group
Oregon
$13.5M -$870K -21,773 -6%
Osaic Holdings
5
Osaic Holdings
Arizona
$9.71M -$7.64M -193,819 -44%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$8.62M -$370K -9,255 -4%
FIBOI
7
First International Bank of Israel
$8.19M +$8.19M +205,000 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$6.45M +$599K +14,984 +10%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$6.2M -$1.25M -31,344 -17%
SAW
10
Signal Advisors Wealth
Michigan
$5.89M +$3.53M +88,323 +150%
SW
11
Schulz Wealth
Texas
$5.44M +$205K +5,130 +4%
FWM
12
Foguth Wealth Management
Michigan
$5.15M +$5.15M +128,794 New
SWP
13
Sagespring Wealth Partners
Tennessee
$4.9M +$145K +3,627 +3%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.78M -$101K -2,534 -2%
Truist Financial
15
Truist Financial
North Carolina
$4.48M +$14K +350 +0.3%
CFS
16
Commonwealth Financial Services
West Virginia
$4.36M -$58.6K -1,466 -1%
GF
17
Gries Financial
Ohio
$4.32M -$323K -8,078 -7%
SWA
18
Stratos Wealth Advisors
Ohio
$4.25M -$83.4K -2,087 -2%
SPC
19
Sigma Planning Corp
Michigan
$4.19M -$240K -5,995 -5%
LPL Financial
20
LPL Financial
California
$4.12M +$652K +16,318 +19%
ACM
21
Anfield Capital Management
California
$4.03M -$20.4K -511 -0.5%
SC
22
Schubert & Co
Texas
$3.87M
KAS
23
Kestra Advisory Services
Texas
$2.94M +$152K +3,815 +5%
TLA
24
Tanglewood Legacy Advisors
Texas
$2.83M +$223K +5,570 +9%
HAS
25
HBW Advisory Services
California
$2.52M +$52K +1,301 +2%