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FT Vest US Equity Deep Buffer ETF June

101 hedge funds and large institutions have $103M invested in FT Vest US Equity Deep Buffer ETF June in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 16 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

4.37% more ownership

Funds ownership: 38.09%42.46% (+4.4%)

3% more funds holding

Funds holding: 98101 (+3)

4% more capital invested

Capital invested by funds: $98.6M → $103M (+$4.41M)

57% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 37

Holders
101
Holders Change
+3
Holders Change %
+3.06%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
16
Reduced
37
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$8.67M +$440K +10,182 +5%
AA
2
Armis Advisers
Georgia
$5.93M +$5.92M +137,129 New
RFG
3
REAP Financial Group
Texas
$5.52M -$153K -3,532 -3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.34M -$196K -4,541 -4%
CIA
5
Concurrent Investment Advisors
Florida
$4.25M +$274K +6,338 +7%
HAM
6
Hickory Asset Management
Ohio
$3.17M +$3.16M +73,174 New
PSCM
7
Per Stirling Capital Management
Texas
$3.08M +$90.3K +2,090 +3%
SAW
8
Signal Advisors Wealth
Michigan
$3.06M -$81.6K -1,889 -3%
Raymond James Financial
9
Raymond James Financial
Florida
$2.81M +$2.81M +64,965 New
FWM
10
Foguth Wealth Management
Michigan
$2.69M -$123K -2,856 -4%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$2.59M -$107K -2,482 -4%
WTFG
12
Wood Tarver Financial Group
Idaho
$2.5M +$2.49M +57,730 New
TLA
13
Tanglewood Legacy Advisors
Texas
$2.13M -$82.1K -1,901 -4%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.99M -$887K -20,525 -31%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.76M -$129K -2,980 -7%
AWA
16
Arkadios Wealth Advisors
Georgia
$1.64M +$1.64M +38,000 New
AWS
17
Atria Wealth Solutions
New York
$1.64M +$1.86K +43 +0.1%
HI
18
Harbour Investments
Wisconsin
$1.63M -$30.8K -712 -2%
EWM
19
EPG Wealth Management
Georgia
$1.56M -$64.8K -1,500 -4%
FIM
20
Freedom Investment Management
Connecticut
$1.48M +$90.9K +2,104 +7%
SPI
21
Santori & Peters Inc
Pennsylvania
$1.45M
CCFM
22
Clear Creek Financial Management
Washington
$1.44M -$77.3K -1,790 -5%
NWM
23
Nova Wealth Management
Florida
$1.35M +$1.35M +31,172 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.34M -$164K -3,785 -11%
IP
25
Ignite Planners
California
$1.27M -$107K -2,468 -8%

DJUN Hedge Fund Activity: Q4 2024 in Review

101 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF June (DJUN) for Q4 2024, worth a combined $103M — up 4.5% from $98.6M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DJUN positions and 13 closed out — a net gain of 5 holders — while 16 added to existing stakes and 37 trimmed.

The largest buyer was Arkadios Wealth Advisors, opening a new position worth an estimated $1.64M. The largest seller was Sequent Planning, cutting an estimated $4.09M.

  • 101 institutional investors held FT Vest US Equity Deep Buffer ETF June (DJUN) as of Q4 2024, up from 98 in Q3 2024.
  • Funds reported $103M of FT Vest US Equity Deep Buffer ETF June stock for Q4 2024, up 4.5% quarter-over-quarter.
  • 18 funds opened new FT Vest US Equity Deep Buffer ETF June positions in Q4 2024 and 13 closed out, a net change of +5 holders.
  • The largest FT Vest US Equity Deep Buffer ETF June buyer in Q4 2024 was Arkadios Wealth Advisors, an estimated $1.64M added.
  • The largest FT Vest US Equity Deep Buffer ETF June seller in Q4 2024 was Sequent Planning, an estimated $4.09M sold.

Based on aggregated 13F filings for Q4 2024.