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FT Vest US Equity Deep Buffer ETF June

66 hedge funds and large institutions have $54.1M invested in FT Vest US Equity Deep Buffer ETF June in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

83% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 12

20% more funds holding

Funds holding: 5566 (+11)

20% more capital invested

Capital invested by funds: $45.2M → $54.1M (+$8.97M)

1.34% less ownership

Funds ownership: 33.4%32.06% (-1.3%)

Holders
66
Holders Change
+11
Holders Change %
+20%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
22
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPWM
51
FSB Premier Wealth Management
Iowa
$226K -$5.02K -139 -2%
LPT
52
Legacy Private Trust
Wisconsin
$214K +$219K +6,052 New
EWM
53
Echo Wealth Management
Minnesota
$212K -$21.2K -588 -9%
EA
54
Ergawealth Advisors
Illinois
$212K
AA
55
AlphaMark Advisors
Kentucky
$212K +$217K +6,000 New
SWM
56
Spire Wealth Management
Virginia
$174K +$47.9K +1,327 +37%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$171K +$174K +4,829 New
JP Morgan Chase
58
JP Morgan Chase
New York
$119K
DFA
59
DHJJ Financial Advisors
Illinois
$117K +$120K +3,310 New
BBPWM
60
Blue Bell Private Wealth Management
Pennsylvania
$105K +$107K +2,959 New
GEA
61
Glen Eagle Advisors
New Jersey
$70.6K
CSB
62
City State Bank
Iowa
$62K
OAJ
63
Ogorek Anthony Joseph
New York
$51K +$52.7K +1,459 New
AIC
64
Archer Investment Corporation
Indiana
$37K
CFGS
65
Concourse Financial Group Securities
Alabama
$36.9K
NS
66
NBC Securities
Alabama
$32K +$33K +913 New
SFG
67
Sovereign Financial Group
Connecticut
-$348K -9,665 Closed
GS
68
GTS Securities
New York
-$288K -8,002 Closed
ACMA
69
Arbor Capital Management (Alaska)
Alaska
-$208K -5,759 Closed
NA
70
NewEdge Advisors
Louisiana
-$206K -5,703 Closed
RCAG
71
Rehmann Capital Advisory Group
Michigan
-$203K -5,618 Closed
WP
72
WealthPLAN Partners
Nebraska
-$16.8K -467 Closed

DJUN Hedge Fund Activity: Q3 2023 in Review

66 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF June (DJUN) for Q3 2023, worth a combined $54.1M — up 20% from $45.2M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DJUN positions and 6 closed out — a net gain of 11 holders — while 22 added to existing stakes and 12 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $1.93M. The largest seller was Per Stirling Capital Management, cutting an estimated $637K.

  • 66 institutional investors held FT Vest US Equity Deep Buffer ETF June (DJUN) as of Q3 2023, up from 55 in Q2 2023.
  • Funds reported $54.1M of FT Vest US Equity Deep Buffer ETF June stock for Q3 2023, up 20% quarter-over-quarter.
  • 17 funds opened new FT Vest US Equity Deep Buffer ETF June positions in Q3 2023 and 6 closed out, a net change of +11 holders.
  • The largest FT Vest US Equity Deep Buffer ETF June buyer in Q3 2023 was Janney Montgomery Scott, an estimated $1.93M added.
  • The largest FT Vest US Equity Deep Buffer ETF June seller in Q3 2023 was Per Stirling Capital Management, an estimated $637K sold.

Based on aggregated 13F filings for Q3 2023.