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FT Vest US Equity Deep Buffer ETF June

98 hedge funds and large institutions have $98.6M invested in FT Vest US Equity Deep Buffer ETF June in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

42% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 24

33% more capital invested

Capital invested by funds: $74M → $98.6M (+$24.5M)

17% more funds holding

Funds holding: 8498 (+14)

4.4% more ownership

Funds ownership: 33.69%38.09% (+4.4%)

Holders
98
Holders Change
+14
Holders Change %
+16.67%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
34
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$8.09M -$17.1K -414 -0.2%
RFG
2
REAP Financial Group
Texas
$5.58M +$1.8M +43,421 +50%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.44M +$949K +22,915 +22%
SP
4
Sequent Planning
Nebraska
$4.36M -$249K -6,007 -6%
CIA
5
Concurrent Investment Advisors
Florida
$3.91M +$3.81M +91,924 New
SAW
6
Signal Advisors Wealth
Michigan
$3.09M +$3M +72,549 New
PSCM
7
Per Stirling Capital Management
Texas
$2.94M +$32.3K +780 +1%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.83M -$586K -14,141 -18%
FWM
9
Foguth Wealth Management
Michigan
$2.71M +$2.64M +63,739 New
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$2.65M +$1.7M +41,122 +194%
TLA
11
Tanglewood Legacy Advisors
Texas
$2.17M -$73.1K -1,766 -3%
NFG
12
Nations Financial Group
Iowa
$2.16M +$2.1M +50,681 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.99M +$847K +20,457 +78%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.86M +$402K +9,705 +29%
HI
15
Harbour Investments
Wisconsin
$1.63M -$1.77M -42,630 -53%
AWS
16
Atria Wealth Solutions
New York
$1.61M +$203K +4,894 +15%
EWM
17
EPG Wealth Management
Georgia
$1.6M +$1.55M +37,500 New
RJA
18
Raymond James & Associates
Florida
$1.54M +$104K +2,512 +7%
CCFM
19
Clear Creek Financial Management
Washington
$1.49M +$120K +2,909 +9%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.48M +$570K +13,772 +66%
SPI
21
Santori & Peters Inc
Pennsylvania
$1.43M +$14.7K +354 +1%
SB
22
Strategic Blueprint
Georgia
$1.38M -$13.2K -319 -1%
FIM
23
Freedom Investment Management
Connecticut
$1.36M -$57.1K -1,378 -4%
IP
24
Ignite Planners
California
$1.34M +$152K +3,660 +13%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.32M -$455 -11 -0%

DJUN Hedge Fund Activity: Q3 2024 in Review

98 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF June (DJUN) for Q3 2024, worth a combined $98.6M — up 33% from $74M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DJUN positions and 6 closed out — a net gain of 14 holders — while 34 added to existing stakes and 24 trimmed.

The largest buyer was Concurrent Investment Advisors, opening a new position worth an estimated $3.81M. The largest seller was Harbour Investments, cutting an estimated $1.77M.

  • 98 institutional investors held FT Vest US Equity Deep Buffer ETF June (DJUN) as of Q3 2024, up from 84 in Q2 2024.
  • Funds reported $98.6M of FT Vest US Equity Deep Buffer ETF June stock for Q3 2024, up 33% quarter-over-quarter.
  • 20 funds opened new FT Vest US Equity Deep Buffer ETF June positions in Q3 2024 and 6 closed out, a net change of +14 holders.
  • The largest FT Vest US Equity Deep Buffer ETF June buyer in Q3 2024 was Concurrent Investment Advisors, an estimated $3.81M added.
  • The largest FT Vest US Equity Deep Buffer ETF June seller in Q3 2024 was Harbour Investments, an estimated $1.77M sold.

Based on aggregated 13F filings for Q3 2024.