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FT Vest US Equity Deep Buffer ETF June

44 hedge funds and large institutions have $30.4M invested in FT Vest US Equity Deep Buffer ETF June in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $27.8M → $30.4M (+$2.58M)

1.82% more ownership

Funds ownership: 15.92%17.74% (+1.8%)

0% more funds holding

Funds holding: 4444 (0)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

Holders
44
Holders Change
Holders Change %
0%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
11
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$3.06M +$213K +6,635 +8%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.95M -$304K -9,454 -9%
HI
3
Harbour Investments
Wisconsin
$2.41M +$1.9K +59 +0.1%
CW
4
CreativeOne Wealth
Kansas
$1.78M +$210K +6,548 +13%
TLA
5
Tanglewood Legacy Advisors
Texas
$1.59M +$1.58M +49,246 New
CA
6
Cetera Advisors
Colorado
$1.42M -$147K -4,582 -9%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.14M -$21.6K -672 -2%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$992K +$27.9K +868 +3%
IP
9
Ignite Planners
California
$935K +$894K +27,845 New
WP
10
WealthSource Partners
California
$933K -$83.5K -2,600 -8%
AWM
11
AE Wealth Management
Kansas
$880K +$46.3K +1,440 +6%
EWM
12
EPG Wealth Management
Georgia
$813K
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$786K +$144K +4,473 +23%
SS
14
Sunbelt Securities
Texas
$704K -$144K -4,492 -17%
AAS
15
Ameritas Advisory Services
Nebraska
$675K +$221K +6,888 +49%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$651K
AWM
17
Apollon Wealth Management
South Carolina
$638K +$350K +10,892 +123%
SCA
18
Sage Capital Advisors
South Dakota
$575K -$47K -1,462 -8%
MAG
19
MRA Advisory Group
New Jersey
$550K -$681K -21,194 -55%
IA
20
IFP Advisors
Florida
$530K -$81.7K -2,545 -13%
OMC
21
Old Mission Capital
Illinois
$474K +$471K +14,663 New
AWS
22
Atria Wealth Solutions
New York
$465K -$11.4K -355 -2%
KAS
23
Kestra Advisory Services
Texas
$451K +$78.2K +2,435 +21%
FPWM
24
FSB Premier Wealth Management
Iowa
$434K
SB
25
Strategic Blueprint
Georgia
$429K -$42.8K -1,334 -9%

DJUN Hedge Fund Activity: Q4 2022 in Review

44 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF June (DJUN) for Q4 2022, worth a combined $30.4M — up 9.3% from $27.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DJUN positions and 7 closed out — a net gain of 2 holders — while 11 added to existing stakes and 12 trimmed.

The largest buyer was Ignite Planners, opening a new position worth an estimated $894K. The largest seller was MRA Advisory Group, cutting an estimated $681K.

  • 44 institutional investors held FT Vest US Equity Deep Buffer ETF June (DJUN) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $30.4M of FT Vest US Equity Deep Buffer ETF June stock for Q4 2022, up 9.3% quarter-over-quarter.
  • 9 funds opened new FT Vest US Equity Deep Buffer ETF June positions in Q4 2022 and 7 closed out, a net change of +2 holders.
  • The largest FT Vest US Equity Deep Buffer ETF June buyer in Q4 2022 was Ignite Planners, an estimated $894K added.
  • The largest FT Vest US Equity Deep Buffer ETF June seller in Q4 2022 was MRA Advisory Group, an estimated $681K sold.

Based on aggregated 13F filings for Q4 2022.