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QCJL

FT Vest Nasdaq-100 Conservative Buffer ETF - July
QCJL

34 hedge funds and large institutions have $33.6M invested in FT Vest Nasdaq-100 Conservative Buffer ETF - July in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 3 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

10% more funds holding

Funds holding: 31 → 34 (+3)

5% more capital invested

Capital invested by funds: $32M → $33.6M (+$1.64M)

5.09% more ownership

Funds ownership: 52.15% → 57.24% (+5.1%)

73% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 11

Holders
34
Holders Change
+3
Holders Change %
+9.68%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
3
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LA
LexAurum Advisors
Kansas
+$1.37M
2
AFP
Ausdal Financial Partners
Iowa
+$558K
3
SG
StoneX Group
New York
+$544K
4
IAS
Insigneo Advisory Services
Florida
+$299K
5
IAIM
International Assets Investment Management
Florida
+$280K

Top Sellers

Rank Fund Capital Flow
1
MW
Maia Wealth
Colorado
-$5.69M
2
Osaic Holdings
Osaic Holdings
Arizona
-$579K
3
SP
Sequent Planning
Nebraska
-$576K
4
OMC
Old Mission Capital
Illinois
-$553K
5
FWP
Falcon Wealth Planning
California
-$461K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$211K -$22.9K -1,100 -10%
AA
27
AlphaMark Advisors
Kentucky
$176K +$18.4K +885 +12%
CFGS
28
Concourse Financial Group Securities
Alabama
$132K – – –
OP
29
ORG Partners
Indiana
$53.1K +$52.6K +2,532 New
HI
30
Harbour Investments
Wisconsin
$47.2K – – –
Morgan Stanley
31
Morgan Stanley
New York
$27K – – –
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$12K – – –
UBS Group
33
UBS Group
Switzerland
$2.66K +$2.64K +127 New
NS
34
NBC Securities
Alabama
$20 +$21 +1 New
MW
35
Maia Wealth
Colorado
– -$5.69M -278,080 Closed
SP
36
Sequent Planning
Nebraska
– -$576K -28,159 Closed
FWP
37
Falcon Wealth Planning
California
– -$461K -22,523 Closed
Jane Street
38
Jane Street
New York
– -$411K -20,108 Closed
SRA
39
Secured Retirement Advisors
Minnesota
– -$341K -16,683 Closed
MFGM
40
Marshall Financial Group (Maryland)
Maryland
– -$217K -10,592 Closed
EWM
41
EPG Wealth Management
Georgia
– -$81.8K -4,000 Closed
JIP
42
Jaffetilchin Investment Partners
Florida
– -$62.4K -3,052 Closed
SS
43
Sunbelt Securities
Texas
– -$5.11K -250 Closed
1
2

QCJL Hedge Fund Activity: Q4 2024 in Review

34 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in FT Vest Nasdaq-100 Conservative Buffer ETF - July (QCJL) for Q4 2024, worth a combined $33.6M — up 5.1% from $32M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new QCJL positions and 9 closed out — a net gain of 4 holders — while 3 added to existing stakes and 11 trimmed.

The largest buyer was LexAurum Advisors, adding an estimated $1.37M. The largest seller was Maia Wealth, exiting entirely with an estimated $5.69M sold.

  • 34 institutional investors held FT Vest Nasdaq-100 Conservative Buffer ETF - July (QCJL) as of Q4 2024, up from 31 in Q3 2024.
  • Funds reported $33.6M of FT Vest Nasdaq-100 Conservative Buffer ETF - July stock for Q4 2024, up 5.1% quarter-over-quarter.
  • 13 funds opened new FT Vest Nasdaq-100 Conservative Buffer ETF - July positions in Q4 2024 and 9 closed out, a net change of +4 holders.
  • The largest FT Vest Nasdaq-100 Conservative Buffer ETF - July buyer in Q4 2024 was LexAurum Advisors, an estimated $1.37M added.
  • The largest FT Vest Nasdaq-100 Conservative Buffer ETF - July seller in Q4 2024 was Maia Wealth, an estimated $5.69M sold.

Based on aggregated 13F filings for Q4 2024.