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FT Vest US Equity Moderate Buffer ETF January

107 hedge funds and large institutions have $183M invested in FT Vest US Equity Moderate Buffer ETF January in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 49 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

4% more funds holding

Funds holding: 103107 (+4)

3.92% less ownership

Funds ownership: 58.09%54.17% (-3.9%)

13% less capital invested

Capital invested by funds: $211M → $183M (-$27.9M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

73% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 49

Holders
107
Holders Change
+4
Holders Change %
+3.88%
% of All Funds
1.3%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
13
Increased
13
Reduced
49
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFG
1
REAP Financial Group
Texas
$20.6M -$1.43M -34,025 -7%
Raymond James Financial
2
Raymond James Financial
Florida
$16.8M -$5.88M -139,703 -26%
Osaic Holdings
3
Osaic Holdings
Arizona
$14.5M -$1.77M -41,999 -11%
RFG
4
Range Financial Group
Oregon
$13.3M -$972K -23,073 -7%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$9.8M -$204K -4,850 -2%
FIBOI
6
First International Bank of Israel
$8.77M
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$6.4M -$168K -3,989 -3%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$5.9M -$5.39M -128,058 -48%
SW
9
Schulz Wealth
Texas
$5.52M -$234K -5,552 -4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$4.86M -$1.19M -28,369 -20%
Truist Financial
11
Truist Financial
North Carolina
$4.7M +$58.9K +1,399 +1%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$4.66M +$339K +8,052 +8%
CFS
13
Commonwealth Financial Services
West Virginia
$4.5M -$69K -1,638 -2%
SPC
14
Sigma Planning Corp
Michigan
$4.2M -$250K -5,938 -6%
LPL Financial
15
LPL Financial
California
$3.97M -$361K -8,575 -8%
TLA
16
Tanglewood Legacy Advisors
Texas
$3.01M
ACM
17
Anfield Capital Management
California
$2.96M -$1.31M -30,994 -31%
KAS
18
Kestra Advisory Services
Texas
$2.85M +$229K +5,446 +9%
HAS
19
HBW Advisory Services
California
$2.66M -$116K -2,754 -4%
MFN
20
Midwest Financial Network
Illinois
$2.59M -$793K -18,839 -24%
Mariner
21
Mariner
Kansas
$1.63M -$129K -3,072 -7%
CA
22
Corrado Advisors
New Jersey
$1.59M -$29.6K -703 -2%
LI
23
LifeWealth Investments
Florida
$1.51M -$1.88M -44,569 -56%
MML Investors Services
24
MML Investors Services
Massachusetts
$1.4M +$48.3K +1,148 +4%
WTFG
25
Wood Tarver Financial Group
Idaho
$1.38M +$9.39K +223 +0.7%