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FT Vest US Equity Deep Buffer ETF June

101 hedge funds and large institutions have $103M invested in FT Vest US Equity Deep Buffer ETF June in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 16 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

4.37% more ownership

Funds ownership: 38.09%42.46% (+4.4%)

3% more funds holding

Funds holding: 98101 (+3)

4% more capital invested

Capital invested by funds: $98.6M → $103M (+$4.41M)

57% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 37

Holders
101
Holders Change
+3
Holders Change %
+3.06%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
16
Reduced
37
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$1.25M +$5.83K +135 +0.5%
SB
27
Strategic Blueprint
Georgia
$1.17M -$233K -5,382 -17%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$1.11M
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.1M -$920K -21,284 -46%
AAS
30
Ameritas Advisory Services
Nebraska
$1.05M -$148K -3,415 -12%
PWPS
31
Pinnacle Wealth Planning Services
Ohio
$972K
SG
32
StoneX Group
New York
$971K +$969K +22,431 New
SCA
33
Sage Capital Advisors
South Dakota
$963K
IF
34
Integrity Financial
Wyoming
$914K -$13.8K -319 -1%
AWM
35
AE Wealth Management
Kansas
$878K -$411K -9,523 -32%
ACM
36
AlphaStar Capital Management
North Carolina
$867K -$821 -19 -0.1%
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$831K +$1.47K +34 +0.2%
AWM
38
Apollon Wealth Management
South Carolina
$771K
SWM
39
Spire Wealth Management
Virginia
$751K +$43 +1 +0%
Truist Financial
40
Truist Financial
North Carolina
$748K -$241K -5,589 -24%
DAS
41
Diversify Advisory Services
Utah
$732K
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$674K +$169K +3,902 +33%
SWP
43
Stratos Wealth Partners
Ohio
$670K -$4.32K -100 -0.6%
SS
44
Sunbelt Securities
Texas
$669K -$19.5K -452 -3%
FFS
45
Founders Financial Securities
Maryland
$625K +$296K +6,840 +90%
MA
46
Mutual Advisors
Nebraska
$608K -$16.8K -390 -3%
BCM
47
Brookstone Capital Management
Illinois
$572K -$1.04K -24 -0.2%
GFG
48
Grantvest Financial Group
New Jersey
$567K +$566K +13,111 New
SWM
49
Schwallier Wealth Management
Michigan
$551K -$112K -2,590 -17%
Brown Advisory
50
Brown Advisory
Maryland
$530K

DJUN Hedge Fund Activity: Q4 2024 in Review

101 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF June (DJUN) for Q4 2024, worth a combined $103M — up 4.5% from $98.6M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DJUN positions and 13 closed out — a net gain of 5 holders — while 16 added to existing stakes and 37 trimmed.

The largest buyer was Arkadios Wealth Advisors, opening a new position worth an estimated $1.64M. The largest seller was Sequent Planning, cutting an estimated $4.09M.

  • 101 institutional investors held FT Vest US Equity Deep Buffer ETF June (DJUN) as of Q4 2024, up from 98 in Q3 2024.
  • Funds reported $103M of FT Vest US Equity Deep Buffer ETF June stock for Q4 2024, up 4.5% quarter-over-quarter.
  • 18 funds opened new FT Vest US Equity Deep Buffer ETF June positions in Q4 2024 and 13 closed out, a net change of +5 holders.
  • The largest FT Vest US Equity Deep Buffer ETF June buyer in Q4 2024 was Arkadios Wealth Advisors, an estimated $1.64M added.
  • The largest FT Vest US Equity Deep Buffer ETF June seller in Q4 2024 was Sequent Planning, an estimated $4.09M sold.

Based on aggregated 13F filings for Q4 2024.