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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
FPWM
51
FSB Premier Wealth Management
Iowa
$237K -$5.45K -150 -2%
OMC
52
Old Mission Capital
Illinois
$229K -$87K -2,396 -28%
EA
53
Ergawealth Advisors
Illinois
$228K
OBWG
54
Onyx Bridge Wealth Group
New York
$227K -$111K -3,053 -34%
SWM
55
Schwallier Wealth Management
Michigan
$218K +$208K +5,725 New
RCAG
56
Rehmann Capital Advisory Group
Michigan
$213K +$204K +5,618 New
TC
57
TownSquare Capital
Utah
$205K -$82.2K -2,263 -30%
SWM
58
Spire Wealth Management
Virginia
$189K
DFA
59
DHJJ Financial Advisors
Illinois
$118K -$7.27K -200 -6%
UBS Group
60
UBS Group
Switzerland
$90.6K +$86.6K +2,384 New
GEA
61
Glen Eagle Advisors
New Jersey
$76K
AA
62
AlphaMark Advisors
Kentucky
$66K -$154K -4,250 -71%
OAJ
63
Ogorek Anthony Joseph
New York
$55K
AIC
64
Archer Investment Corporation
Indiana
$39.8K
CFGS
65
Concourse Financial Group Securities
Alabama
$39.7K
WIA
66
Wetzel Investment Advisors
Indiana
$25K +$24K +660 New
NS
67
NBC Securities
Alabama
$23K -$11K -303 -33%
BBPWM
68
Blue Bell Private Wealth Management
Pennsylvania
$20.5K -$87.9K -2,420 -82%
PS
69
Principal Securities
Iowa
$19K +$18.2K +500 New
JP Morgan Chase
70
JP Morgan Chase
New York
$8.4K -$114K -3,140 -93%
LPT
71
Legacy Private Trust
Wisconsin
-$214K -6,052 Closed
EWM
72
Echo Wealth Management
Minnesota
-$212K -6,004 Closed
CSB
73
City State Bank
Iowa
-$62K -1,750 Closed

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.