We are live on ! Find out more
DJUN icon

FT Vest US Equity Deep Buffer ETF June

70 hedge funds and large institutions have $64.5M invested in FT Vest US Equity Deep Buffer ETF June in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 30 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

19% more capital invested

Capital invested by funds: $54.1M → $64.5M (+$10.4M)

6% more funds holding

Funds holding: 6670 (+4)

2.36% more ownership

Funds ownership: 32.06%34.42% (+2.4%)

60% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 30

Holders
70
Holders Change
+4
Holders Change %
+6.06%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
30
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
26
Mutual Advisors
Nebraska
$681K -$18.2K -500 -3%
ACM
27
AlphaStar Capital Management
North Carolina
$677K +$81.7K +2,249 +14%
RJA
28
Raymond James & Associates
Florida
$653K -$19.7K -542 -3%
FHC
29
First Heartland Consultants
Missouri
$646K +$2.76K +76 +0.4%
WP
30
WealthSource Partners
California
$646K
SWP
31
Stratos Wealth Partners
Ohio
$636K
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$615K +$413K +11,360 +235%
VCM
33
Vivaldi Capital Management
Illinois
$581K
LPL Financial
34
LPL Financial
California
$519K +$110K +3,021 +28%
Envestnet Portfolio Solutions
35
Envestnet Portfolio Solutions
Illinois
$518K
AAS
36
Ameritas Advisory Services
Nebraska
$480K -$295K -8,122 -40%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$447K -$16.2K -445 -4%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$400K -$186K -5,106 -33%
VCM
39
Virtue Capital Management
Tennessee
$398K +$43.5K +1,198 +13%
Mariner
40
Mariner
Kansas
$371K
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$370K -$120K -3,297 -25%
IF
42
Integrity Financial
Wyoming
$367K -$159K -4,385 -31%
IFG
43
Independent Financial Group
California
$328K +$313K +8,625 New
IA
44
IFP Advisors
Florida
$325K -$28.1K -774 -8%
SG
45
StoneX Group
New York
$265K
HFM
46
Hartford Financial Management
Connecticut
$264K -$50.6K -1,393 -17%
AAS
47
Avantax Advisory Services
Texas
$262K -$32.2K -885 -11%
LI
48
LVZ Inc
Michigan
$258K
SWA
49
SOA Wealth Advisors
New York
$249K
MML Investors Services
50
MML Investors Services
Massachusetts
$248K -$180K -4,960 -43%

DJUN Hedge Fund Activity: Q4 2023 in Review

70 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF June (DJUN) for Q4 2023, worth a combined $64.5M — up 19% from $54.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DJUN positions and 3 closed out — a net gain of 4 holders — while 12 added to existing stakes and 30 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $3.47M. The largest seller was Osaic Holdings, cutting an estimated $816K.

  • 70 institutional investors held FT Vest US Equity Deep Buffer ETF June (DJUN) as of Q4 2023, up from 66 in Q3 2023.
  • Funds reported $64.5M of FT Vest US Equity Deep Buffer ETF June stock for Q4 2023, up 19% quarter-over-quarter.
  • 7 funds opened new FT Vest US Equity Deep Buffer ETF June positions in Q4 2023 and 3 closed out, a net change of +4 holders.
  • The largest FT Vest US Equity Deep Buffer ETF June buyer in Q4 2023 was Kestra Advisory Services, an estimated $3.47M added.
  • The largest FT Vest US Equity Deep Buffer ETF June seller in Q4 2023 was Osaic Holdings, an estimated $816K sold.

Based on aggregated 13F filings for Q4 2023.