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FT Vest US Equity Buffer ETF June
FJUN

145 hedge funds and large institutions have $289M invested in FT Vest US Equity Buffer ETF June in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 56 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

7% more capital invested

Capital invested by funds: $270M → $289M (+$19.7M)

6% more funds holding

Funds holding: 137 → 145 (+8)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.3% less ownership

Funds ownership: 32.11% → 31.81% (-0.3%)

38% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 56

Holders
145
Holders Change
+8
Holders Change %
+5.84%
% of All Funds
1.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
35
Reduced
56
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$5.96M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.26M
3
FWM
Foguth Wealth Management
Michigan
+$3.69M
4
SAW
Signal Advisors Wealth
Michigan
+$2.76M
5
GWM
GDS Wealth Management
Texas
+$2.08M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$2.13M
2
CW
CreativeOne Wealth
Kansas
-$1.97M
3
RFG
REAP Financial Group
Texas
-$1.8M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$1.73M
5
AAS
Ameritas Advisory Services
Nebraska
-$1.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
26
Armis Advisers
Georgia
$3.13M +$3.12M +60,878 New
HI
27
Harbour Investments
Wisconsin
$2.91M -$109K -2,132 -4%
SWP
28
Semus Wealth Partners
Florida
$2.88M – – –
FA
29
Faithward Advisors
Pennsylvania
$2.81M +$457K +8,903 +19%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$2.74M +$210K +4,089 +8%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$2.54M -$173K -3,376 -6%
TLA
32
Tanglewood Legacy Advisors
Texas
$2.28M -$76.4K -1,489 -3%
AAS
33
Avantax Advisory Services
Texas
$2.17M -$931K -18,148 -30%
GWM
34
GDS Wealth Management
Texas
$2.08M +$2.08M +40,465 New
SFS
35
Sowell Financial Services
Arkansas
$2.04M +$2.04M +39,731 New
SPIA
36
Steward Partners Investment Advisory
New York
$2.02M -$18.2K -355 -0.9%
BBPWM
37
Blue Bell Private Wealth Management
Pennsylvania
$1.9M -$65.8K -1,282 -3%
IF
38
Integrity Financial
Wyoming
$1.74M -$38.3K -747 -2%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$1.68M +$157K +3,055 +10%
FIA
40
Foundations Investment Advisors
Arizona
$1.67M -$68.2K -1,328 -4%
FI
41
FWG Investments
Kentucky
$1.65M -$80.3K -1,564 -5%
Truist Financial
42
Truist Financial
North Carolina
$1.61M -$374K -7,286 -19%
KPWS
43
Kestra Private Wealth Services
Texas
$1.61M – – –
FIM
44
Freedom Investment Management
Connecticut
$1.48M +$90.5K +1,763 +7%
LWM
45
Laidlaw Wealth Management
New York
$1.45M +$7.9K +154 +0.5%
SB
46
Strategic Blueprint
Georgia
$1.38M -$65.7K -1,281 -5%
MCWS
47
McKinley Carter Wealth Services
West Virginia
$1.37M – – –
AAS
48
Ameritas Advisory Services
Nebraska
$1.36M -$1.39M -27,051 -51%
USCWA
49
U.S. Capital Wealth Advisors
Texas
$1.35M +$1.35M +26,276 New
KFP
50
KMG Fiduciary Partners
Ohio
$1.29M – – –
1
2
3 4 5

FJUN Hedge Fund Activity: Q4 2024 in Review

145 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF June (FJUN) for Q4 2024, worth a combined $289M — up 7.3% from $270M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FJUN positions and 10 closed out — a net gain of 10 holders — while 35 added to existing stakes and 56 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $5.96M. The largest seller was Osaic Holdings, cutting an estimated $2.13M.

  • 145 institutional investors held FT Vest US Equity Buffer ETF June (FJUN) as of Q4 2024, up from 137 in Q3 2024.
  • Funds reported $289M of FT Vest US Equity Buffer ETF June stock for Q4 2024, up 7.3% quarter-over-quarter.
  • 20 funds opened new FT Vest US Equity Buffer ETF June positions in Q4 2024 and 10 closed out, a net change of +10 holders.
  • The largest FT Vest US Equity Buffer ETF June buyer in Q4 2024 was Ameriprise, an estimated $5.96M added.
  • The largest FT Vest US Equity Buffer ETF June seller in Q4 2024 was Osaic Holdings, an estimated $2.13M sold.

Based on aggregated 13F filings for Q4 2024.