FJAN · FT Vest U.S. Equity Buffer ETF - January ETF
$56.59
-0.09 (-0.16%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $1,088,925
Total Shares: 24,553
Institutional Ownership Trend
20 quarters
Holder Concentration
Across 1 13F filers · Δ vs Sep 30, 2024Top Holder
100.0%
+80.7 pts
Top 5
100.0%
+38.7 pts
Top 10
100.0%
+16.9 pts
HHI
10,000
Highly concentrated+9,028
Quarterly Activity
vs Sep 30, 2024
New
1
Increased
0
Decreased
0
Sold Out
25
Unchanged
0
Holder count:
-24
Institutional value:
-97.1%
Shares held:
-97.1%
Top New Positions
vs Sep 30, 2024| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mid B. Riley Wealth Advisors, Inc. | 24,553 | $1,088,925 |
Top Sold-Out Positions
vs Sep 30, 2024| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large MML INVESTORS SERVICES, LLC | 161,032 | $7,201,351 | |
| Mid Gallagher Fiduciary Advisors, LLC | 113,900 | $5,093,608 | |
| Mid Advisory Services Network, LLC | 97,391 | $4,355,325 | |
| Micro Plotkin Financial Advisors, LLC | 79,500 | $3,555,240 | |
| Small Sunbelt Securities, Inc. | 60,180 | $2,691,249 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mid B. Riley Wealth Advisors, Inc. FJAN | $1,088,925 | 100.00% | 24,553 | Shares | 2026-08-28 |