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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
Osaic Holdings
1
Osaic Holdings
Arizona
$5.1M +$316K +8,740 +6%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$4.15M +$1.11M +30,831 +36%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.79M +$506K +13,993 +15%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$3.57M +$1.93M +53,358 +112%
HI
5
Harbour Investments
Wisconsin
$2.77M +$320K +8,856 +13%
PSCM
6
Per Stirling Capital Management
Texas
$2.14M -$637K -17,633 -23%
TLA
7
Tanglewood Legacy Advisors
Texas
$1.87M
CCFM
8
Clear Creek Financial Management
Washington
$1.7M +$737K +20,395 +73%
AWM
9
AE Wealth Management
Kansas
$1.69M +$532K +14,718 +44%
CFCI
10
Comprehensive Financial Consultants Institutional
Indiana
$1.51M
ST
11
Spinnaker Trust
Maine
$1.28M +$1.31M +36,151 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.26M -$28.8K -798 -2%
KAS
13
Kestra Advisory Services
Texas
$1.23M +$13.8K +382 +1%
MWM
14
Maltin Wealth Management
New Jersey
$1.06M -$31K -857 -3%
SB
15
Strategic Blueprint
Georgia
$988K +$71.3K +1,974 +8%
IP
16
Ignite Planners
California
$981K +$542 +15 +0.1%
AWM
17
Apollon Wealth Management
South Carolina
$911K -$134K -3,703 -13%
CA
18
Cetera Advisors
Colorado
$909K +$147K +4,065 +19%
EWM
19
EPG Wealth Management
Georgia
$851K -$28.9K -800 -3%
SS
20
Sunbelt Securities
Texas
$769K
AAS
21
Ameritas Advisory Services
Nebraska
$724K +$104K +2,879 +16%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$712K
MA
23
Mutual Advisors
Nebraska
$651K -$91.1K -2,521 -12%
AWS
24
Atria Wealth Solutions
New York
$649K +$307K +8,488 +86%
Truist Financial
25
Truist Financial
North Carolina
$640K +$114K +3,145 +21%

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.