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FT Vest US Equity Deep Buffer ETF June
DJUN

98 hedge funds and large institutions have $98.6M invested in FT Vest US Equity Deep Buffer ETF June in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

42% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 24

33% more capital invested

Capital invested by funds: $74M → $98.6M (+$24.5M)

17% more funds holding

Funds holding: 84 → 98 (+14)

4.4% more ownership

Funds ownership: 33.69% → 38.09% (+4.4%)

Holders
98
Holders Change
+14
Holders Change %
+16.67%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
34
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIA
Concurrent Investment Advisors
Florida
+$3.81M
2
SAW
Signal Advisors Wealth
Michigan
+$3M
3
FWM
Foguth Wealth Management
Michigan
+$2.64M
4
NFG
Nations Financial Group
Iowa
+$2.1M
5
RFG
REAP Financial Group
Texas
+$1.8M

Top Sellers

Rank Fund Capital Flow
1
HI
Harbour Investments
Wisconsin
-$1.77M
2
ST
Spinnaker Trust
Maine
-$1.27M
3
GS
GTS Securities
New York
-$633K
4
Osaic Holdings
Osaic Holdings
Arizona
-$586K
5
VCM
Virtue Capital Management
Tennessee
-$461K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
26
AE Wealth Management
Kansas
$1.27M +$235K +5,678 +24%
LPL Financial
27
LPL Financial
California
$1.22M +$193K +4,651 +19%
AAS
28
Ameritas Advisory Services
Nebraska
$1.18M -$23.2K -560 -2%
WEG
29
World Equity Group
Illinois
$1.11M +$1.08M +26,192 New
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$1.09M +$230K +5,547 +28%
Truist Financial
31
Truist Financial
North Carolina
$974K +$49.2K +1,188 +5%
PWPS
32
Pinnacle Wealth Planning Services
Ohio
$956K +$75.6K +1,827 +9%
SCA
33
Sage Capital Advisors
South Dakota
$947K +$618K +14,920 +203%
IF
34
Integrity Financial
Wyoming
$912K +$191K +4,620 +27%
ST
35
Spinnaker Trust
Maine
$877K -$1.27M -30,707 -60%
ACM
36
AlphaStar Capital Management
North Carolina
$853K – – –
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$816K +$190K +4,583 +31%
AWM
38
Apollon Wealth Management
South Carolina
$758K -$51K -1,232 -6%
SWM
39
Spire Wealth Management
Virginia
$739K +$594K +14,347 +477%
DAS
40
Diversify Advisory Services
Utah
$730K – – –
OIA
41
OneDigital Investment Advisors
Kansas
$723K – – –
SS
42
Sunbelt Securities
Texas
$674K +$50.1K +1,209 +8%
SWP
43
Stratos Wealth Partners
Ohio
$663K -$12K -290 -2%
SWM
44
Schwallier Wealth Management
Michigan
$652K +$397K +9,595 +168%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$622K +$278K +6,712 +85%
MA
46
Mutual Advisors
Nebraska
$614K +$41.3K +997 +7%
BCM
47
Brookstone Capital Management
Illinois
$564K +$5.8K +140 +1%
Brown Advisory
48
Brown Advisory
Maryland
$521K – – –
FHC
49
First Heartland Consultants
Missouri
$509K -$72.1K -1,741 -13%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$497K -$107K -2,578 -18%
1
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DJUN Hedge Fund Activity: Q3 2024 in Review

98 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF June (DJUN) for Q3 2024, worth a combined $98.6M — up 33% from $74M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DJUN positions and 6 closed out — a net gain of 14 holders — while 34 added to existing stakes and 24 trimmed.

The largest buyer was Concurrent Investment Advisors, opening a new position worth an estimated $3.81M. The largest seller was Harbour Investments, cutting an estimated $1.77M.

  • 98 institutional investors held FT Vest US Equity Deep Buffer ETF June (DJUN) as of Q3 2024, up from 84 in Q2 2024.
  • Funds reported $98.6M of FT Vest US Equity Deep Buffer ETF June stock for Q3 2024, up 33% quarter-over-quarter.
  • 20 funds opened new FT Vest US Equity Deep Buffer ETF June positions in Q3 2024 and 6 closed out, a net change of +14 holders.
  • The largest FT Vest US Equity Deep Buffer ETF June buyer in Q3 2024 was Concurrent Investment Advisors, an estimated $3.81M added.
  • The largest FT Vest US Equity Deep Buffer ETF June seller in Q3 2024 was Harbour Investments, an estimated $1.77M sold.

Based on aggregated 13F filings for Q3 2024.