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FT Vest US Equity Buffer ETF June

45 hedge funds and large institutions have $41M invested in FT Vest US Equity Buffer ETF June in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

5% more funds holding

Funds holding: 4345 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7.58% less ownership

Funds ownership: 42.14%34.56% (-7.6%)

27% less capital invested

Capital invested by funds: $56.1M → $41M (-$15.1M)

68% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 19

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
6
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$284K -$36.6K -986 -12%
GSAM
27
Grant Street Asset Management
Pennsylvania
$266K -$88.9K -2,393 -25%
SFG
28
Sovereign Financial Group
Connecticut
$259K +$255K +6,856 New
AAS
29
Ameritas Advisory Services
Nebraska
$251K -$12.4K -333 -5%
FPWM
30
FSB Premier Wealth Management
Iowa
$237K +$71.3K +1,920 +42%
AWM
31
AE Wealth Management
Kansas
$227K -$58.2K -1,566 -21%
MOS
32
MGO One Seven
Ohio
$227K
VBFP
33
Valtinson Bruner Financial Planning
Minnesota
$226K
CWS
34
Cypress Wealth Services
California
$208K +$205K +5,505 New
DFA
35
DHJJ Financial Advisors
Illinois
$204K +$200K +5,385 New
IA
36
IFP Advisors
Florida
$201K +$168K +4,529 +220%
APA
37
American Portfolios Advisors
New York
$178K -$43.5K -1,172 -20%
SWM
38
Spire Wealth Management
Virginia
$165K
GEA
39
Glen Eagle Advisors
New Jersey
$151K
BBPWM
40
Blue Bell Private Wealth Management
Pennsylvania
$144K
AF
41
Advisornet Financial
Minnesota
$106K
CFGS
42
Concourse Financial Group Securities
Alabama
$64K -$19.5K -524 -24%
SAM
43
Strategic Asset Management
Minnesota
$55K +$7.43K +200 +16%
PFS
44
Prospera Financial Services
Texas
$4K +$3.71K +100 New
LCWP
45
Legacy Capital Wealth Partners
Arkansas
-$17.1M -450,323 Closed
BOTW
46
Bank of the West
California
-$1.06M -28,000 Closed
NA
47
NewEdge Advisors
Louisiana
-$248K -6,518 Closed
UBS Group
48
UBS Group
Switzerland
-$55.1K -1,484 -99%

FJUN Hedge Fund Activity: Q1 2022 in Review

45 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF June (FJUN) for Q1 2022, worth a combined $41M — down 27% from $56.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FJUN positions and 3 closed out — a net gain of 3 holders — while 6 added to existing stakes and 19 trimmed.

The largest buyer was Legacy CG, opening a new position worth an estimated $5.2M. The largest seller was Legacy Capital Wealth Partners, exiting entirely with an estimated $17.1M sold.

  • 45 institutional investors held FT Vest US Equity Buffer ETF June (FJUN) as of Q1 2022, up from 43 in Q4 2021.
  • Funds reported $41M of FT Vest US Equity Buffer ETF June stock for Q1 2022, down 27% quarter-over-quarter.
  • 6 funds opened new FT Vest US Equity Buffer ETF June positions in Q1 2022 and 3 closed out, a net change of +3 holders.
  • The largest FT Vest US Equity Buffer ETF June buyer in Q1 2022 was Legacy CG, an estimated $5.2M added.
  • The largest FT Vest US Equity Buffer ETF June seller in Q1 2022 was Legacy Capital Wealth Partners, an estimated $17.1M sold.

Based on aggregated 13F filings for Q1 2022.