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FT Vest US Equity Deep Buffer ETF June

84 hedge funds and large institutions have $74M invested in FT Vest US Equity Deep Buffer ETF June in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

19% more capital invested

Capital invested by funds: $62.3M → $74M (+$11.8M)

18% more funds holding

Funds holding: 7184 (+13)

10% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 21

0.09% more ownership

Funds ownership: 33.6%33.69% (+0.09%)

Holders
84
Holders Change
+13
Holders Change %
+18.31%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
23
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$7.79M +$2.19M +54,359 +40%
SP
2
Sequent Planning
Nebraska
$4.44M +$4.37M +108,459 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.29M +$937K +23,254 +28%
RFG
4
REAP Financial Group
Texas
$3.58M +$359K +8,897 +11%
HI
5
Harbour Investments
Wisconsin
$3.31M +$288K +7,141 +10%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.3M -$789K -19,584 -20%
PSCM
7
Per Stirling Capital Management
Texas
$2.79M +$87.3K +2,167 +3%
TLA
8
Tanglewood Legacy Advisors
Texas
$2.16M -$10.9K -270 -0.5%
ST
9
Spinnaker Trust
Maine
$2.1M -$253K -6,276 -11%
EWM
10
EPG Wealth Management
Georgia
$1.55M -$971K -24,100 Closed
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.39M -$2.08M -51,679 -60%
RJA
12
Raymond James & Associates
Florida
$1.38M +$750K +18,614 +123%
FIM
13
Freedom Investment Management
Connecticut
$1.37M +$1.35M +33,413 New
SPI
14
Santori & Peters Inc
Pennsylvania
$1.36M +$1.34M +33,148 New
AWS
15
Atria Wealth Solutions
New York
$1.34M +$728K +18,069 +122%
SB
16
Strategic Blueprint
Georgia
$1.34M +$455K +11,280 +52%
CCFM
17
Clear Creek Financial Management
Washington
$1.31M -$82.6K -2,051 -6%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.27M +$992K +24,606 +382%
AAS
19
Ameritas Advisory Services
Nebraska
$1.16M +$349K +8,655 +44%
IP
20
Ignite Planners
California
$1.15M +$604 +15 +0.1%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.07M +$116K +2,880 +12%
AWM
22
AE Wealth Management
Kansas
$987K -$110K -2,720 -10%
LPL Financial
23
LPL Financial
California
$982K -$138K -3,430 -12%
Truist Financial
24
Truist Financial
North Carolina
$887K +$163K +4,041 +23%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$865K +$821K +20,365 +2,598%

DJUN Hedge Fund Activity: Q2 2024 in Review

84 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF June (DJUN) for Q2 2024, worth a combined $74M — up 19% from $62.3M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new DJUN positions and 8 closed out — a net gain of 15 holders — while 23 added to existing stakes and 21 trimmed.

The largest buyer was Sequent Planning, opening a new position worth an estimated $4.37M. The largest seller was Cetera Investment Advisers, cutting an estimated $2.08M.

  • 84 institutional investors held FT Vest US Equity Deep Buffer ETF June (DJUN) as of Q2 2024, up from 71 in Q1 2024.
  • Funds reported $74M of FT Vest US Equity Deep Buffer ETF June stock for Q2 2024, up 19% quarter-over-quarter.
  • 23 funds opened new FT Vest US Equity Deep Buffer ETF June positions in Q2 2024 and 8 closed out, a net change of +15 holders.
  • The largest FT Vest US Equity Deep Buffer ETF June buyer in Q2 2024 was Sequent Planning, an estimated $4.37M added.
  • The largest FT Vest US Equity Deep Buffer ETF June seller in Q2 2024 was Cetera Investment Advisers, an estimated $2.08M sold.

Based on aggregated 13F filings for Q2 2024.