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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
SWA
51
SOA Wealth Advisors
New York
$490K +$206K +4,972 +76%
CFCI
52
Comprehensive Financial Consultants Institutional
Indiana
$485K +$41K +991 +10%
BWA
53
BlueChip Wealth Advisors
Georgia
$479K +$241K +5,816 +107%
Mariner
54
Mariner
Kansas
$468K +$168K +4,050 +58%
AWM
55
Axxcess Wealth Management
California
$460K – – –
CAAS
56
Capital Asset Advisory Services
Michigan
$459K – – –
OAJ
57
Ogorek Anthony Joseph
New York
$428K +$410K +9,897 +5,754%
JSA
58
Jim Saulnier & Associates
Colorado
$424K +$413K +9,972 New
TC
59
TownSquare Capital
Utah
$422K +$38.7K +935 +10%
MWM
60
Maltin Wealth Management
New Jersey
$402K – – –
MML Investors Services
61
MML Investors Services
Massachusetts
$399K -$24.5K -592 -6%
IFG
62
Independent Financial Group
California
$367K – – –
FFN
63
Focus Financial Network
Minnesota
$345K – – –
OMC
64
Old Mission Capital
Illinois
$333K +$324K +7,825 New
BTWM
65
Brass Tax Wealth Management
Ohio
$324K – – –
FFS
66
Founders Financial Securities
Maryland
$324K +$315K +7,605 New
CW
67
CreativeOne Wealth
Kansas
$323K -$13.2K -318 -4%
AAS
68
Avantax Advisory Services
Texas
$319K +$311K +7,500 New
LCM
69
Lunt Capital Management
Utah
$312K – – –
SOS
70
Silver Oak Securities
Tennessee
$311K +$304K +7,330 New
AWM
71
Avior Wealth Management
Nebraska
$291K -$7.41K -179 -3%
LI
72
LVZ Inc
Michigan
$288K – – –
PAG
73
Private Advisor Group
New Jersey
$285K – – –
AA
74
AlphaMark Advisors
Kentucky
$274K -$16.6K -400 -6%
UCFA
75
United Capital Financial Advisors
Texas
$257K +$250K +6,032 New
1 2
3
4 5

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.