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FT Vest US Equity Buffer ETF June

127 hedge funds and large institutions have $272M invested in FT Vest US Equity Buffer ETF June in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 9

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

23% more funds holding

Funds holding: 103127 (+24)

22% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 36

13% more capital invested

Capital invested by funds: $241M → $272M (+$30.7M)

1.57% less ownership

Funds ownership: 39.78%38.2% (-1.6%)

Holders
127
Holders Change
+24
Holders Change %
+23.3%
% of All Funds
1.83%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
35
Increased
44
Reduced
36
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFG
26
REAP Financial Group
Texas
$2.88M +$34.3K +724 +1%
SWP
27
Semus Wealth Partners
Florida
$2.88M +$2.82M +59,489 New
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$2.64M -$388K -8,192 -13%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$2.38M -$1.31M -27,683 -36%
AAS
30
Ameritas Advisory Services
Nebraska
$2.32M +$1.72M +36,236 +309%
TLA
31
Tanglewood Legacy Advisors
Texas
$2.22M -$37K -782 -2%
FFA
32
Fragasso Financial Advisors
Pennsylvania
$1.93M +$76.3K +1,610 +4%
SPIA
33
Steward Partners Investment Advisory
New York
$1.93M +$1.2M +25,389 +176%
BBPWM
34
Blue Bell Private Wealth Management
Pennsylvania
$1.87M -$33.5K -708 -2%
AAS
35
Avantax Advisory Services
Texas
$1.84M +$37.8K +798 +2%
FIA
36
Foundations Investment Advisors
Arizona
$1.7M +$1.66M +35,124 New
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$1.57M +$984K +20,785 +178%
Truist Financial
38
Truist Financial
North Carolina
$1.53M -$195K -4,123 -12%
KPWS
39
Kestra Private Wealth Services
Texas
$1.51M -$222K -4,678 -13%
FIM
40
Freedom Investment Management
Connecticut
$1.37M +$1.34M +28,221 New
IF
41
Integrity Financial
Wyoming
$1.36M +$287K +6,063 +28%
SB
42
Strategic Blueprint
Georgia
$1.31M +$415K +8,764 +48%
LWM
43
Laidlaw Wealth Management
New York
$1.3M +$42.9K +905 +3%
MCWS
44
McKinley Carter Wealth Services
West Virginia
$1.29M +$113K +2,380 +10%
KFP
45
KMG Fiduciary Partners
Ohio
$1.21M
AWM
46
Apollon Wealth Management
South Carolina
$1.15M -$140K -2,965 -11%
CP
47
Camelot Portfolios
Ohio
$1.12M +$124K +2,615 +13%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$1.11M +$132K +2,785 +14%
MOS
49
MGO One Seven
Ohio
$1.07M +$750K +15,833 +256%
NA
50
NewEdge Advisors
Louisiana
$1.04M -$59.2K -1,250 -6%

FJUN Hedge Fund Activity: Q2 2024 in Review

127 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF June (FJUN) for Q2 2024, worth a combined $272M — up 13% from $241M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new FJUN positions and 9 closed out — a net gain of 26 holders — while 44 added to existing stakes and 36 trimmed.

The largest buyer was SMART Wealth, opening a new position worth an estimated $8.11M. The largest seller was Harbour Investments, cutting an estimated $3.26M.

  • 127 institutional investors held FT Vest US Equity Buffer ETF June (FJUN) as of Q2 2024, up from 103 in Q1 2024.
  • Funds reported $272M of FT Vest US Equity Buffer ETF June stock for Q2 2024, up 13% quarter-over-quarter.
  • 35 funds opened new FT Vest US Equity Buffer ETF June positions in Q2 2024 and 9 closed out, a net change of +26 holders.
  • The largest FT Vest US Equity Buffer ETF June buyer in Q2 2024 was SMART Wealth, an estimated $8.11M added.
  • The largest FT Vest US Equity Buffer ETF June seller in Q2 2024 was Harbour Investments, an estimated $3.26M sold.

Based on aggregated 13F filings for Q2 2024.