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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
KAS
1
Kestra Advisory Services
Texas
$4.95M +$3.47M +95,608 +275%
Osaic Holdings
2
Osaic Holdings
Arizona
$4.63M -$816K -22,453 -16%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.03M -$415K -11,433 -10%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$3.95M +$104K +2,856 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.88M -$186K -5,117 -5%
RFG
6
REAP Financial Group
Texas
$3.15M +$3.01M +82,784 New
HI
7
Harbour Investments
Wisconsin
$2.82M -$153K -4,222 -5%
PSCM
8
Per Stirling Capital Management
Texas
$2.35M +$49.4K +1,361 +2%
CCFM
9
Clear Creek Financial Management
Washington
$2.24M +$389K +10,706 +22%
ST
10
Spinnaker Trust
Maine
$2.21M +$803K +22,112 +61%
TLA
11
Tanglewood Legacy Advisors
Texas
$2.02M
AWM
12
AE Wealth Management
Kansas
$1.92M +$66K +1,816 +4%
CFCI
13
Comprehensive Financial Consultants Institutional
Indiana
$1.61M -$19.3K -532 -1%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.51M +$1.14M +31,425 +377%
IP
15
Ignite Planners
California
$1.06M
SB
16
Strategic Blueprint
Georgia
$1.05M -$16.4K -451 -2%
CA
17
Cetera Advisors
Colorado
$978K
MWM
18
Maltin Wealth Management
New Jersey
$969K -$162K -4,467 -15%
EWM
19
EPG Wealth Management
Georgia
$938K
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$937K -$398K -10,941 -31%
AWM
21
Apollon Wealth Management
South Carolina
$845K -$129K -3,540 -14%
SS
22
Sunbelt Securities
Texas
$828K
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$766K
AWS
24
Atria Wealth Solutions
New York
$698K
Truist Financial
25
Truist Financial
North Carolina
$685K -$3.02K -83 -0.5%

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.