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FT Vest US Equity Deep Buffer ETF June

44 hedge funds and large institutions have $27.8M invested in FT Vest US Equity Deep Buffer ETF June in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 6

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

11% more capital invested

Capital invested by funds: $25M → $27.8M (+$2.85M)

7% more funds holding

Funds holding: 4144 (+3)

0.44% more ownership

Funds ownership: 15.48%15.92% (+0.44%)

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
16
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$3.12M +$116K +3,574 +4%
Osaic Holdings
2
Osaic Holdings
Arizona
$2.73M +$259K +7,998 +10%
HI
3
Harbour Investments
Wisconsin
$2.35M
CW
4
CreativeOne Wealth
Kansas
$1.5M +$280K +8,653 +22%
CA
5
Cetera Advisors
Colorado
$1.5M -$272K -8,414 -15%
MAG
6
MRA Advisory Group
New Jersey
$1.19M +$1.24M +38,201 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.11M +$188K +5,813 +19%
WP
8
WealthSource Partners
California
$975K
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$924K -$99.8K -3,086 -9%
SS
10
Sunbelt Securities
Texas
$814K
APA
11
American Portfolios Advisors
New York
$801K +$332K +10,281 +66%
AWM
12
AE Wealth Management
Kansas
$799K
EWM
13
EPG Wealth Management
Georgia
$780K -$38.8K -1,200 -5%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$624K
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$615K +$212K +6,556 +49%
IA
16
IFP Advisors
Florida
$607K +$138K +4,281 +27%
GM
17
GeoWealth Management
Illinois
$596K +$185K +5,712 +42%
SCA
18
Sage Capital Advisors
South Dakota
$596K +$185K +5,712 +42%
Wolverine Trading
19
Wolverine Trading
Illinois
$518K +$537K +16,613 New
AWS
20
Atria Wealth Solutions
New York
$456K -$53.4K -1,650 -10%
SB
21
Strategic Blueprint
Georgia
$452K +$54.2K +1,676 +13%
AAS
22
Ameritas Advisory Services
Nebraska
$434K +$3.98K +123 +0.9%
FPWM
23
FSB Premier Wealth Management
Iowa
$415K +$434K +13,431 New
KAS
24
Kestra Advisory Services
Texas
$357K -$135K -4,166 -27%
HFM
25
Hartford Financial Management
Connecticut
$355K +$352K +10,891 +1,952%

DJUN Hedge Fund Activity: Q3 2022 in Review

44 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF June (DJUN) for Q3 2022, worth a combined $27.8M — up 11% from $25M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DJUN positions and 4 closed out — a net gain of 3 holders — while 16 added to existing stakes and 6 trimmed.

The largest buyer was MRA Advisory Group, opening a new position worth an estimated $1.24M. The largest seller was TriaGen Wealth Management, exiting entirely with an estimated $722K sold.

  • 44 institutional investors held FT Vest US Equity Deep Buffer ETF June (DJUN) as of Q3 2022, up from 41 in Q2 2022.
  • Funds reported $27.8M of FT Vest US Equity Deep Buffer ETF June stock for Q3 2022, up 11% quarter-over-quarter.
  • 7 funds opened new FT Vest US Equity Deep Buffer ETF June positions in Q3 2022 and 4 closed out, a net change of +3 holders.
  • The largest FT Vest US Equity Deep Buffer ETF June buyer in Q3 2022 was MRA Advisory Group, an estimated $1.24M added.
  • The largest FT Vest US Equity Deep Buffer ETF June seller in Q3 2022 was TriaGen Wealth Management, an estimated $722K sold.

Based on aggregated 13F filings for Q3 2022.