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FT Vest US Equity Buffer ETF June

103 hedge funds and large institutions have $241M invested in FT Vest US Equity Buffer ETF June in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less funds holding

Funds holding: 104103 (-1)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

7.22% less ownership

Funds ownership: 47%39.78% (-7.2%)

22% less capital invested

Capital invested by funds: $311M → $241M (-$69.6M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

53% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 47

Holders
103
Holders Change
-1
Holders Change %
-0.96%
% of All Funds
1.48%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
15
Increased
22
Reduced
47
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$2.95M -$907K -19,938 -24%
RFG
27
REAP Financial Group
Texas
$2.77M -$10.7K -236 -0.4%
Jane Street
28
Jane Street
New York
$2.59M +$2.07M +45,546 +481%
TLA
29
Tanglewood Legacy Advisors
Texas
$2.2M
RJA
30
Raymond James & Associates
Florida
$2.14M -$279K -6,137 -12%
BBPWM
31
Blue Bell Private Wealth Management
Pennsylvania
$1.85M -$64.4K -1,415 -3%
FFA
32
Fragasso Financial Advisors
Pennsylvania
$1.8M -$38.4K -844 -2%
AAS
33
Avantax Advisory Services
Texas
$1.75M -$75.3K -1,655 -4%
KPWS
34
Kestra Private Wealth Services
Texas
$1.69M -$1.29M -28,283 -44%
Truist Financial
35
Truist Financial
North Carolina
$1.68M -$183K -4,011 -10%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$1.4M +$1.36M +29,807 New
AWM
37
Apollon Wealth Management
South Carolina
$1.26M
LWM
38
Laidlaw Wealth Management
New York
$1.22M +$86.5K +1,900 +8%
KFP
39
KMG Fiduciary Partners
Ohio
$1.18M
MCWS
40
McKinley Carter Wealth Services
West Virginia
$1.15M
NA
41
NewEdge Advisors
Louisiana
$1.07M -$275K -6,034 -21%
IF
42
Integrity Financial
Wyoming
$1.03M -$84.5K -1,856 -8%
CP
43
Camelot Portfolios
Ohio
$965K -$277K -6,086 -23%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$944K -$13.2K -289 -1%
SB
45
Strategic Blueprint
Georgia
$865K -$66.5K -1,462 -7%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$835K +$241K +5,297 +43%
MWM
47
Maltin Wealth Management
New Jersey
$811K +$17.9K +394 +2%
JP Morgan Chase
48
JP Morgan Chase
New York
$779K +$717K +15,755 +1,960%
SPC
49
Sigma Planning Corp
Michigan
$779K -$158K -3,479 -17%
Citadel Advisors
50
Citadel Advisors
Florida
$778K +$753K +16,546 New

FJUN Hedge Fund Activity: Q1 2024 in Review

103 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF June (FJUN) for Q1 2024, worth a combined $241M — down 22% from $311M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of FJUN and 15 opened new positions — a net loss of 1 holder — while 47 trimmed existing stakes and 22 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $5.88M. The largest seller was Mason & Associates (California), exiting entirely with an estimated $65.6M sold.

  • 103 institutional investors held FT Vest US Equity Buffer ETF June (FJUN) as of Q1 2024, down from 104 in Q4 2023.
  • Funds reported $241M of FT Vest US Equity Buffer ETF June stock for Q1 2024, down 22% quarter-over-quarter.
  • 15 funds opened new FT Vest US Equity Buffer ETF June positions in Q1 2024 and 16 closed out, a net change of -1 holder.
  • The largest FT Vest US Equity Buffer ETF June buyer in Q1 2024 was Cetera Investment Advisers, an estimated $5.88M added.
  • The largest FT Vest US Equity Buffer ETF June seller in Q1 2024 was Mason & Associates (California), an estimated $65.6M sold.

Based on aggregated 13F filings for Q1 2024.