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FT Vest US Equity Buffer ETF June

73 hedge funds and large institutions have $158M invested in FT Vest US Equity Buffer ETF June in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

4.39% less ownership

Funds ownership: 59.54%55.15% (-4.4%)

7% less capital invested

Capital invested by funds: $169M → $158M (-$11.4M)

8% less funds holding

Funds holding: 7973 (-6)

15% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 26

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

Holders
73
Holders Change
-6
Holders Change %
-7.59%
% of All Funds
1.17%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
9
Increased
22
Reduced
26
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
AE Wealth Management
Kansas
$504K -$16.7K -466 -3%
FPWM
52
FSB Premier Wealth Management
Iowa
$503K -$159K -4,427 -24%
SS
53
Sunbelt Securities
Texas
$472K
OIA
54
OneDigital Investment Advisors
Kansas
$441K +$35.4K +985 +9%
SPIA
55
Steward Partners Investment Advisory
New York
$427K
BTWM
56
Baker Tilly Wealth Management
Wisconsin
$304K
MML Investors Services
57
MML Investors Services
Massachusetts
$290K +$5.07K +141 +2%
CSB
58
City State Bank
Iowa
$283K
FA
59
Flagstar Advisors
New York
$279K
IA
60
IFP Advisors
Florida
$275K +$62.9K +1,750 +24%
NA
61
NewEdge Advisors
Louisiana
$275K +$274K +7,615 New
SFG
62
Sovereign Financial Group
Connecticut
$248K
CAL
63
Capital Analysts LLC
Pennsylvania
$221K
DFA
64
DHJJ Financial Advisors
Illinois
$220K
ACMA
65
Arbor Capital Management (Alaska)
Alaska
$218K
MCC
66
Money Concepts Capital
Florida
$168K +$167K +4,650 New
CFGS
67
Concourse Financial Group Securities
Alabama
$158K
GEA
68
Glen Eagle Advisors
New Jersey
$144K
AF
69
Advisornet Financial
Minnesota
$83K -$18K -500 -18%
CSPIA
70
Cary Street Partners Investment Advisory
Virginia
$80.9K +$80.5K +2,240 New
JP Morgan Chase
71
JP Morgan Chase
New York
$51K +$50.5K +1,407 New
UBS Group
72
UBS Group
Switzerland
$4.3K +$4.28K +119 New
ADL
73
Asset Dedication LLC
California
$2K +$1.69K +47 New
RC
74
Rovin Capital
Arizona
-$10.9M -320,223 Closed
BRWA
75
B. Riley Wealth Advisors
Florida
-$788K -23,154 Closed

FJUN Hedge Fund Activity: Q4 2022 in Review

73 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF June (FJUN) for Q4 2022, worth a combined $158M — down 6.8% from $169M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of FJUN and 9 opened new positions — a net loss of 4 holders — while 26 trimmed existing stakes and 22 added.

The largest buyer was Commonwealth Equity Services, adding an estimated $8.97M. The largest seller was Kestra Advisory Services, cutting an estimated $24.9M.

  • 73 institutional investors held FT Vest US Equity Buffer ETF June (FJUN) as of Q4 2022, down from 79 in Q3 2022.
  • Funds reported $158M of FT Vest US Equity Buffer ETF June stock for Q4 2022, down 6.8% quarter-over-quarter.
  • 9 funds opened new FT Vest US Equity Buffer ETF June positions in Q4 2022 and 13 closed out, a net change of -4 holders.
  • The largest FT Vest US Equity Buffer ETF June buyer in Q4 2022 was Commonwealth Equity Services, an estimated $8.97M added.
  • The largest FT Vest US Equity Buffer ETF June seller in Q4 2022 was Kestra Advisory Services, an estimated $24.9M sold.

Based on aggregated 13F filings for Q4 2022.