QCJA

FT Vest Nasdaq-100 Conservative Buffer ETF - January

33 hedge funds and large institutions have $40.2M invested in FT Vest Nasdaq-100 Conservative Buffer ETF - January in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+10
Holders Change %
+43.48%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
12
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$6.46M +$170K +8,223 +3%
SWP
2
Sagespring Wealth Partners
Tennessee
$5.12M +$910K +44,101 +22%
FWM
3
Foguth Wealth Management
Michigan
$5.1M +$5.1M +247,245 New
SAW
4
Signal Advisors Wealth
Michigan
$5.04M +$5.04M +244,316 New
KAS
5
Kestra Advisory Services
Texas
$2.58M +$283K +13,722 +12%
SCA
6
Sage Capital Advisors
South Dakota
$2.04M +$2.04M +98,861 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.91M +$49.1K +2,379 +3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.43M +$108K +5,224 +8%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.16M +$296K +14,319 +34%
SPC
10
Sigma Planning Corp
Michigan
$1.13M -$27.5K -1,330 -2%
HI
11
Harbour Investments
Wisconsin
$910K +$773K +37,476 +566%
LA
12
LexAurum Advisors
Kansas
$878K +$878K +42,535 New
OMC
13
Old Mission Capital
Illinois
$876K -$57.2K -2,772 -6%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$598K -$420K -20,362 -41%
MW
15
Maia Wealth
Colorado
$593K -$9.87K -478 -2%
AWM
16
Apollon Wealth Management
South Carolina
$548K
SF
17
Synovus Financial
Georgia
$542K +$542K +26,261 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$472K +$472K +22,893 New
SP
19
Sequent Planning
Nebraska
$456K +$198K +9,601 +77%
CFCI
20
Comprehensive Financial Consultants Institutional
Indiana
$446K +$16.2K +786 +4%
CSP
21
Cary Street Partners
Virginia
$341K -$41.2K -1,998 -11%
SOS
22
Silver Oak Securities
Tennessee
$307K +$92K +4,459 +43%
ACM
23
Arlington Capital Management
Illinois
$276K +$276K +13,367 New
Truist Financial
24
Truist Financial
North Carolina
$275K +$2.97K +144 +1%
CWS
25
Cypress Wealth Services
California
$257K +$257K +12,444 New