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FT Vest US Equity Buffer ETF June

138 hedge funds and large institutions have $265M invested in FT Vest US Equity Buffer ETF June in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

40% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 60

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
138
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$2.66M
FA
27
Faithward Advisors
Pennsylvania
$2.63M
HI
28
Harbour Investments
Wisconsin
$2.5M
SFS
29
Sowell Financial Services
Arkansas
$1.95M
SPIA
30
Steward Partners Investment Advisory
New York
$1.9M
TLA
31
Tanglewood Legacy Advisors
Texas
$1.86M
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$1.82M
IF
33
Integrity Financial
Wyoming
$1.65M
OMC
34
Old Mission Capital
Illinois
$1.62M
USCWA
35
U.S. Capital Wealth Advisors
Texas
$1.61M
FIA
36
Foundations Investment Advisors
Arizona
$1.59M
Truist Financial
37
Truist Financial
North Carolina
$1.53M
MC
38
McCarthy & Cox
Ohio
$1.53M
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$1.51M
SB
40
Strategic Blueprint
Georgia
$1.51M
AAS
41
Avantax Advisory Services
Texas
$1.48M
FI
42
FWG Investments
Kentucky
$1.45M
AAS
43
Ameritas Advisory Services
Nebraska
$1.39M
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$1.35M
MCWS
45
McKinley Carter Wealth Services
West Virginia
$1.33M
KPWS
46
Kestra Private Wealth Services
Texas
$1.33M
KFP
47
KMG Fiduciary Partners
Ohio
$1.25M
Ameriprise
48
Ameriprise
Minnesota
$1.21M
AWM
49
Apollon Wealth Management
South Carolina
$1.18M
PCG
50
Prosperity Consulting Group
Maryland
$1.15M