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QCJL

FT Vest Nasdaq-100 Conservative Buffer ETF - July

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: 3134 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
LA
1
LexAurum Advisors
Kansas
$10.4M +$1.37M +66,049 +15%
Truist Financial
2
Truist Financial
North Carolina
$4.28M -$5.2K -250 -0.1%
Raymond James Financial
3
Raymond James Financial
Florida
$3.7M +$3.67M +176,537 New
SWP
4
Sagespring Wealth Partners
Tennessee
$3.15M +$3.12M +150,126 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.02M -$168K -8,096 -8%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$2M -$47.6K -2,291 -2%
SOS
7
Silver Oak Securities
Tennessee
$737K
FIA
8
Foundations Investment Advisors
Arizona
$617K -$4.16K -200 -0.7%
RMAM
9
Raab & Moskowitz Asset Management
New Jersey
$608K -$20.8K -1,000 -3%
AFP
10
Ausdal Financial Partners
Iowa
$563K +$558K +26,838 New
SG
11
StoneX Group
New York
$550K +$544K +26,200 New
OMC
12
Old Mission Capital
Illinois
$463K -$553K -26,596 -55%
KAS
13
Kestra Advisory Services
Texas
$408K +$5.2K +250 +1%
GFG
14
Grantvest Financial Group
New Jersey
$381K +$378K +18,183 New
DI
15
Diligent Investors
California
$360K -$20.8K -1,000 -6%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$342K -$335K -16,119 -50%
AWA
17
Arete Wealth Advisors
Illinois
$315K
IAS
18
Insigneo Advisory Services
Florida
$302K +$299K +14,383 New
IAIM
19
International Assets Investment Management
Florida
$283K +$280K +13,483 New
Citadel Advisors
20
Citadel Advisors
Florida
$275K +$272K +13,085 New
SCA
21
Sage Capital Advisors
South Dakota
$261K
RWA
22
Redhawk Wealth Advisors
Minnesota
$259K -$6.88K -331 -3%
OIA
23
OneDigital Investment Advisors
Kansas
$256K +$253K +12,200 New
Osaic Holdings
24
Osaic Holdings
Arizona
$218K -$579K -27,889 -73%
FHC
25
First Heartland Consultants
Missouri
$214K +$212K +10,201 New

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.