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FT Vest US Equity Buffer ETF June

97 hedge funds and large institutions have $239M invested in FT Vest US Equity Buffer ETF June in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 17

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

19% more capital invested

Capital invested by funds: $200M → $239M (+$38.9M)

5% more funds holding

Funds holding: 9297 (+5)

5.69% less ownership

Funds ownership: 51.58%45.88% (-5.7%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
97
Holders Change
+5
Holders Change %
+5.43%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
47
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$2.11M +$1.39M +33,375 +179%
KAS
27
Kestra Advisory Services
Texas
$1.95M -$6.74M -161,886 -77%
TLA
28
Tanglewood Legacy Advisors
Texas
$1.89M
SFS
29
Sowell Financial Services
Arkansas
$1.81M +$85.7K +2,059 +5%
JP Morgan Chase
30
JP Morgan Chase
New York
$1.77M -$257K -6,176 -12%
AAS
31
Avantax Advisory Services
Texas
$1.67M +$1.38M +33,110 +409%
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$1.66M +$457K +10,977 +37%
Truist Financial
33
Truist Financial
North Carolina
$1.66M +$334K +8,034 +24%
FFA
34
Fragasso Financial Advisors
Pennsylvania
$1.61M +$3.54K +85 +0.2%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$1.17M -$76.6K -1,841 -6%
KWM
36
Kingsview Wealth Management
Oregon
$1.16M +$1.19M +28,633 New
NA
37
NewEdge Advisors
Louisiana
$1.14M +$501K +12,039 +74%
LWM
38
Laidlaw Wealth Management
New York
$1.1M +$1.13M +27,115 New
IF
39
Integrity Financial
Wyoming
$1.09M +$148K +3,555 +15%
AWM
40
Apollon Wealth Management
South Carolina
$1.08M
KFP
41
KMG Fiduciary Partners
Ohio
$1.02M +$1.04M +25,046 New
MCWS
42
McKinley Carter Wealth Services
West Virginia
$987K
CP
43
Camelot Portfolios
Ohio
$925K -$143K -3,444 -13%
OMC
44
Old Mission Capital
Illinois
$832K +$854K +20,518 New
SB
45
Strategic Blueprint
Georgia
$792K +$430K +10,337 +113%
BTWM
46
Baker Tilly Wealth Management
Wisconsin
$717K +$248K +5,970 +51%
MWM
47
Maltin Wealth Management
New Jersey
$699K +$47.8K +1,149 +7%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$639K +$106K +2,550 +19%
SEIA
49
Signature Estate & Investment Advisors
California
$627K
FA
50
Flagstar Advisors
New York
$599K +$84.6K +2,033 +16%

FJUN Hedge Fund Activity: Q3 2023 in Review

97 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF June (FJUN) for Q3 2023, worth a combined $239M — up 19% from $200M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FJUN positions and 10 closed out — a net gain of 5 holders — while 47 added to existing stakes and 17 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $9.95M. The largest seller was Bank of Montreal, exiting entirely with an estimated $8.15M sold.

  • 97 institutional investors held FT Vest US Equity Buffer ETF June (FJUN) as of Q3 2023, up from 92 in Q2 2023.
  • Funds reported $239M of FT Vest US Equity Buffer ETF June stock for Q3 2023, up 19% quarter-over-quarter.
  • 15 funds opened new FT Vest US Equity Buffer ETF June positions in Q3 2023 and 10 closed out, a net change of +5 holders.
  • The largest FT Vest US Equity Buffer ETF June buyer in Q3 2023 was Osaic Holdings, an estimated $9.95M added.
  • The largest FT Vest US Equity Buffer ETF June seller in Q3 2023 was Bank of Montreal, an estimated $8.15M sold.

Based on aggregated 13F filings for Q3 2023.