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FT Vest US Equity Buffer ETF June

103 hedge funds and large institutions have $241M invested in FT Vest US Equity Buffer ETF June in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less funds holding

Funds holding: 104103 (-1)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

7.22% less ownership

Funds ownership: 47%39.78% (-7.2%)

22% less capital invested

Capital invested by funds: $311M → $241M (-$69.6M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

53% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 47

Holders
103
Holders Change
-1
Holders Change %
-0.96%
% of All Funds
1.48%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
15
Increased
22
Reduced
47
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
76
UBS Group
Switzerland
$291K +$210K +4,607 +291%
CFGS
77
Concourse Financial Group Securities
Alabama
$284K +$9.56K +210 +4%
EWM
78
Echo Wealth Management
Minnesota
$273K +$264K +5,801 New
AWS
79
Atria Wealth Solutions
New York
$263K
CWS
80
Cypress Wealth Services
California
$259K
PFA
81
Plotkin Financial Advisors
Maryland
$245K
Envestnet Portfolio Solutions
82
Envestnet Portfolio Solutions
Illinois
$229K +$3.5K +77 +2%
AWM
83
AE Wealth Management
Kansas
$224K -$753K -16,556 -78%
ACMA
84
Arbor Capital Management (Alaska)
Alaska
$214K +$206K +4,532 New
WS
85
Wedbush Securities
California
$214K -$261K -5,732 -56%
MA
86
Mutual Advisors
Nebraska
$212K +$205K +4,514 New
FHC
87
First Heartland Consultants
Missouri
$202K +$195K +4,287 New
GEA
88
Glen Eagle Advisors
New Jersey
$188K
NS
89
NBC Securities
Alabama
$149K -$6.6K -145 -4%
GM
90
GeoWealth Management
Illinois
$136K -$46.3K -1,017 -26%
CPA
91
Clear Point Advisors
New York
$125K
CF
92
Centaurus Financial
California
$107K
PS
93
Principal Securities
Iowa
$83.5K +$546 +12 +0.7%
TCWA
94
Turtle Creek Wealth Advisors
Texas
$71.8K
AF
95
Advisornet Financial
Minnesota
$65.8K -$31.9K -700 -33%
KFI
96
Key Financial Inc
Pennsylvania
$47K +$45.5K +1,000 New
AIP
97
Ameritas Investment Partners
Nebraska
$32.9K
Wells Fargo
98
Wells Fargo
California
$28.8K +$27.8K +612 New
Comerica Bank
99
Comerica Bank
Texas
$21.5K +$20.8K +457 New
Morgan Stanley
100
Morgan Stanley
New York
$13.7K -$35.3K -776 -73%

FJUN Hedge Fund Activity: Q1 2024 in Review

103 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF June (FJUN) for Q1 2024, worth a combined $241M — down 22% from $311M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of FJUN and 15 opened new positions — a net loss of 1 holder — while 47 trimmed existing stakes and 22 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $5.88M. The largest seller was Mason & Associates (California), exiting entirely with an estimated $65.6M sold.

  • 103 institutional investors held FT Vest US Equity Buffer ETF June (FJUN) as of Q1 2024, down from 104 in Q4 2023.
  • Funds reported $241M of FT Vest US Equity Buffer ETF June stock for Q1 2024, down 22% quarter-over-quarter.
  • 15 funds opened new FT Vest US Equity Buffer ETF June positions in Q1 2024 and 16 closed out, a net change of -1 holder.
  • The largest FT Vest US Equity Buffer ETF June buyer in Q1 2024 was Cetera Investment Advisers, an estimated $5.88M added.
  • The largest FT Vest US Equity Buffer ETF June seller in Q1 2024 was Mason & Associates (California), an estimated $65.6M sold.

Based on aggregated 13F filings for Q1 2024.