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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
ASN
51
Advisory Services Network
Georgia
$1.27M +$1.27M +24,682 New
PCG
52
Prosperity Consulting Group
Maryland
$1.22M +$202K +3,938 +20%
AWM
53
Apollon Wealth Management
South Carolina
$1.22M -$616 -12 -0.1%
NA
54
NewEdge Advisors
Louisiana
$1M -$97.8K -1,905 -9%
PS
55
Principal Securities
Iowa
$1M +$42.3K +825 +4%
BCM
56
Brookstone Capital Management
Illinois
$986K +$189K +3,679 +24%
NG
57
Novem Group
New York
$976K +$975K +18,990 New
Jane Street
58
Jane Street
New York
$960K +$174K +3,383 +22%
AWM
59
AE Wealth Management
Kansas
$951K +$2.21K +43 +0.2%
AWA
60
Arkadios Wealth Advisors
Georgia
$930K +$929K +18,110 New
CP
61
Camelot Portfolios
Ohio
$897K -$54K -1,053 -6%
SEIA
62
Signature Estate & Investment Advisors
California
$796K – – –
EWM
63
EPG Wealth Management
Georgia
$784K – – –
SWA
64
SOA Wealth Advisors
New York
$745K -$19.9K -387 -3%
CF
65
Centaurus Financial
California
$723K – – –
KWA
66
Kingswood Wealth Advisors
California
$719K +$352K +6,850 +96%
TA
67
TFB Advisors
Kansas
$673K +$188K +3,668 +39%
SL
68
SWMG LLC
Texas
$641K – – –
BRWA
69
B. Riley Wealth Advisors
Florida
$640K – – –
Citadel Advisors
70
Citadel Advisors
Florida
$636K -$197K -3,835 -24%
LSL
71
Legacy Solutions LLC
Pennsylvania
$573K +$573K +11,159 New
DFA
72
DHJJ Financial Advisors
Illinois
$573K – – –
OIA
73
OneDigital Investment Advisors
Kansas
$555K -$47.4K -924 -8%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$554K +$28.4K +554 +5%
FFS
75
Founders Financial Securities
Maryland
$544K +$211K +4,112 +64%
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.