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FT Vest US Equity Buffer ETF June
FJUN

137 hedge funds and large institutions have $270M invested in FT Vest US Equity Buffer ETF June in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

72% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 32

8% more funds holding

Funds holding: 127 → 137 (+10)

1% less capital invested

Capital invested by funds: $272M → $270M (-$2.29M)

6.09% less ownership

Funds ownership: 38.2% → 32.11% (-6.1%)

60% less funds holding in top 10

Funds holding in top 10: 5 → 2 (-3)

Holders
137
Holders Change
+10
Holders Change %
+7.87%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
19
Increased
55
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.56M
2
FA
Faithward Advisors
Pennsylvania
+$2.25M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.23M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.13M
5
RFG
REAP Financial Group
Texas
+$2.1M

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$12.2M
2
SW
SMART Wealth
Nebraska
-$8.14M
3
EE
EWG Elevate
California
-$6.76M
4
CVA
Central Valley Advisors
California
-$5.15M
5
Osaic Holdings
Osaic Holdings
Arizona
-$4.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
26
Semus Wealth Partners
Florida
$2.83M -$173K -3,523 -6%
AAS
27
Ameritas Advisory Services
Nebraska
$2.7M +$273K +5,575 +12%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$2.67M -$80.4K -1,640 -3%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$2.49M – – –
TLA
30
Tanglewood Legacy Advisors
Texas
$2.32M – – –
FA
31
Faithward Advisors
Pennsylvania
$2.32M +$2.25M +45,855 New
SPIA
32
Steward Partners Investment Advisory
New York
$2M -$7.01K -143 -0.4%
Truist Financial
33
Truist Financial
North Carolina
$1.95M +$347K +7,077 +22%
BBPWM
34
Blue Bell Private Wealth Management
Pennsylvania
$1.93M -$23.3K -476 -1%
IF
35
Integrity Financial
Wyoming
$1.75M +$321K +6,549 +23%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$1.73M +$84.3K +1,720 +5%
FIA
37
Foundations Investment Advisors
Arizona
$1.71M -$62.1K -1,268 -4%
FI
38
FWG Investments
Kentucky
$1.7M +$1.1M +22,473 +200%
KPWS
39
Kestra Private Wealth Services
Texas
$1.58M +$8.82K +180 +0.6%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$1.5M +$337K +6,873 +30%
SB
41
Strategic Blueprint
Georgia
$1.42M +$49.3K +1,005 +4%
LWM
42
Laidlaw Wealth Management
New York
$1.42M +$60.3K +1,231 +5%
FIM
43
Freedom Investment Management
Connecticut
$1.37M -$57K -1,163 -4%
MCWS
44
McKinley Carter Wealth Services
West Virginia
$1.35M – – –
MOS
45
MGO One Seven
Ohio
$1.32M +$201K +4,099 +19%
KFP
46
KMG Fiduciary Partners
Ohio
$1.27M – – –
AWM
47
Apollon Wealth Management
South Carolina
$1.2M – – –
NA
48
NewEdge Advisors
Louisiana
$1.08M -$2.94K -60 -0.3%
PCG
49
Prosperity Consulting Group
Maryland
$1M +$974K +19,880 New
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$956K +$927K +18,917 New
1
2
3 4 5

FJUN Hedge Fund Activity: Q3 2024 in Review

137 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF June (FJUN) for Q3 2024, worth a combined $270M — down 0.84% from $272M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FJUN positions and 9 closed out — a net gain of 10 holders — while 55 added to existing stakes and 32 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $2.56M. The largest seller was Commonwealth Equity Services, cutting an estimated $12.2M.

  • 137 institutional investors held FT Vest US Equity Buffer ETF June (FJUN) as of Q3 2024, up from 127 in Q2 2024.
  • Funds reported $270M of FT Vest US Equity Buffer ETF June stock for Q3 2024, down 0.84% quarter-over-quarter.
  • 19 funds opened new FT Vest US Equity Buffer ETF June positions in Q3 2024 and 9 closed out, a net change of +10 holders.
  • The largest FT Vest US Equity Buffer ETF June buyer in Q3 2024 was Raymond James Financial Services Advisors, an estimated $2.56M added.
  • The largest FT Vest US Equity Buffer ETF June seller in Q3 2024 was Commonwealth Equity Services, an estimated $12.2M sold.

Based on aggregated 13F filings for Q3 2024.