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FT Vest US Equity Enhance & Moderate Buffer ETF January

32 hedge funds and large institutions have $20.8M invested in FT Vest US Equity Enhance & Moderate Buffer ETF January in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

19.65% more ownership

Funds ownership: 37.34%56.99% (+20%)

10% more funds holding

Funds holding: 2932 (+3)

10% less capital invested

Capital invested by funds: $23.1M → $20.8M (-$2.29M)

Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$2.67M +$1.76M +52,292 +184%
HI
2
Harbour Investments
Wisconsin
$2.46M +$2.09M +61,991 +503%
KIA
3
Kraematon Investment Advisors
Massachusetts
$2.44M -$48.9K -1,450 -2%
AWA
4
Arkadios Wealth Advisors
Georgia
$1.56M +$176K +5,215 +12%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.5M +$981K +29,085 +181%
KAS
6
Kestra Advisory Services
Texas
$1.39M +$692K +20,512 +95%
OMC
7
Old Mission Capital
Illinois
$781K +$795K +23,572 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$781K +$128K +3,807 +19%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$760K +$401K +11,895 +108%
Ameriprise
10
Ameriprise
Minnesota
$621K -$1.1M -32,577 -63%
ATPW
11
Ashton Thomas Private Wealth
Arizona
$565K +$575K +17,051 New
SPC
12
Sigma Planning Corp
Michigan
$531K
BCI
13
Brinker Capital Investments
Pennsylvania
$484K -$45.7K -1,356 -8%
OPS
14
Orion Portfolio Solutions
Nebraska
$484K -$45.7K -1,356 -8%
CSP
15
Cary Street Partners
Virginia
$456K +$68.7K +2,036 +17%
Mariner
16
Mariner
Kansas
$422K +$429K +12,729 New
Citadel Advisors
17
Citadel Advisors
Florida
$357K -$686K -20,351 -65%
SP
18
Sequent Planning
Nebraska
$355K +$9.01K +267 +3%
WS
19
Wedbush Securities
California
$308K +$67.5K +2,000 +27%
MML Investors Services
20
MML Investors Services
Massachusetts
$303K -$128K -3,800 -29%
UBS Group
21
UBS Group
Switzerland
$296K +$131K +3,875 +77%
FIA
22
Foundations Investment Advisors
Arizona
$245K
SFPG
23
Stonebridge Financial Planning Group
Florida
$242K +$247K +7,314 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$168K +$171K +5,066 New
PP
25
PFS Partners
New Jersey
$149K +$113K +3,345 +289%

XJAN Hedge Fund Activity: Q1 2025 in Review

32 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF January (XJAN) for Q1 2025, worth a combined $20.8M — down 9.9% from $23.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new XJAN positions and 3 closed out — a net gain of 3 holders — while 12 added to existing stakes and 8 trimmed.

The largest buyer was Harbour Investments, adding an estimated $2.09M. The largest seller was U.S. Capital Wealth Advisors, exiting entirely with an estimated $6.92M sold.

  • 32 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF January (XJAN) as of Q1 2025, up from 29 in Q4 2024.
  • Funds reported $20.8M of FT Vest US Equity Enhance & Moderate Buffer ETF January stock for Q1 2025, down 9.9% quarter-over-quarter.
  • 6 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF January positions in Q1 2025 and 3 closed out, a net change of +3 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF January buyer in Q1 2025 was Harbour Investments, an estimated $2.09M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF January seller in Q1 2025 was U.S. Capital Wealth Advisors, an estimated $6.92M sold.

Based on aggregated 13F filings for Q1 2025.