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FT Vest US Equity Enhance & Moderate Buffer ETF January

34 hedge funds and large institutions have $41.3M invested in FT Vest US Equity Enhance & Moderate Buffer ETF January in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 3434 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

4.28% less ownership

Funds ownership: 58.48%54.2% (-4.3%)

12% less capital invested

Capital invested by funds: $47.1M → $41.3M (-$5.81M)

57% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 14

Holders
34
Holders Change
Holders Change %
0%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
6
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SP
1
Sequent Planning
Nebraska
$8.44M +$341K +10,414 +4%
USCWA
2
U.S. Capital Wealth Advisors
Texas
$6.75M +$131K +3,997 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.67M +$5.14M +157,047 +1,133%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$4.26M +$962K +29,383 +30%
KIA
5
Kraematon Investment Advisors
Massachusetts
$2.49M -$32.7K -1,000 -1%
AWA
6
Arkadios Wealth Advisors
Georgia
$2.41M -$98.4K -3,004 -4%
ASN
7
Advisory Services Network
Georgia
$1.17M
Osaic Holdings
8
Osaic Holdings
Arizona
$1.11M -$640K -19,530 -37%
CW
9
CreativeOne Wealth
Kansas
$877K +$866K +26,439 New
KAS
10
Kestra Advisory Services
Texas
$708K +$32.3K +986 +5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$622K -$83.4K -2,546 -12%
SCA
12
Sage Capital Advisors
South Dakota
$595K +$588K +17,944 New
SPC
13
Sigma Planning Corp
Michigan
$532K
CWG
14
Crown Wealth Group
North Carolina
$526K
BFG
15
Bouchey Financial Group
New York
$518K -$2.03K -62 -0.4%
OMC
16
Old Mission Capital
Illinois
$515K -$1.11M -33,804 -69%
AI
17
Atria Investments
North Carolina
$503K +$497K +15,169 New
CSPIA
18
Cary Street Partners Investment Advisory
Virginia
$495K -$27.6K -844 -5%
HI
19
Harbour Investments
Wisconsin
$474K -$21.3K -649 -4%
BCI
20
Brinker Capital Investments
Pennsylvania
$461K -$19K -580 -4%
OPS
21
Orion Portfolio Solutions
Nebraska
$461K -$19K -580 -4%
MML Investors Services
22
MML Investors Services
Massachusetts
$430K -$1.35M -41,074 -76%
FIA
23
Foundations Investment Advisors
Arizona
$245K
Envestnet Portfolio Solutions
24
Envestnet Portfolio Solutions
Illinois
$238K +$235K +7,179 New
HIM
25
Hanlon Investment Management
New Jersey
$204K +$201K +6,142 New

XJAN Hedge Fund Activity: Q3 2024 in Review

34 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF January (XJAN) for Q3 2024, worth a combined $41.3M — down 12% from $47.1M a quarter earlier.

Fund positioning in XJAN was balanced in Q3 2024: 6 funds opened new positions, 6 closed out, 6 added to existing stakes and 14 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $5.14M. The largest seller was SMART Wealth, exiting entirely with an estimated $6.66M sold.

  • 34 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF January (XJAN) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $41.3M of FT Vest US Equity Enhance & Moderate Buffer ETF January stock for Q3 2024, down 12% quarter-over-quarter.
  • 6 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF January positions in Q3 2024 and 6 closed out, a net change of 0 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF January buyer in Q3 2024 was Envestnet Asset Management, an estimated $5.14M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF January seller in Q3 2024 was SMART Wealth, an estimated $6.66M sold.

Based on aggregated 13F filings for Q3 2024.