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FT Vest US Equity Buffer ETF June

137 hedge funds and large institutions have $270M invested in FT Vest US Equity Buffer ETF June in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

72% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 32

8% more funds holding

Funds holding: 127137 (+10)

1% less capital invested

Capital invested by funds: $272M → $270M (-$2.29M)

6.09% less ownership

Funds ownership: 38.2%32.11% (-6.1%)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
137
Holders Change
+10
Holders Change %
+7.87%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
19
Increased
55
Reduced
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TA
76
TFB Advisors
Kansas
$476K +$79.5K +1,623 +21%
CA
77
CoreCap Advisors
Michigan
$461K +$43.6K +889 +11%
FWM
78
Foguth Wealth Management
Michigan
$458K +$12.6K +258 +3%
CVA
79
Central Valley Advisors
California
$457K -$5.15M -105,075 -92%
UAG
80
United Advisor Group
Ohio
$438K +$425K +8,665 New
HIS
81
Harvest Investment Services
Illinois
$425K +$9.36K +191 +2%
AWM
82
Avior Wealth Management
Nebraska
$411K -$145K -2,953 -27%
MA
83
Mutual Advisors
Nebraska
$403K -$49 -1 -0%
WAS
84
WESPAC Advisors SoCal
California
$398K +$27.9K +569 +8%
MSFS
85
Main Street Financial Solutions
Pennsylvania
$387K
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$382K -$72.7K -1,484 -16%
BPWM
87
Black Point Wealth Management
Florida
$382K
ZIMP
88
Zimmermann Investment Management & Planning
Pennsylvania
$377K +$365K +7,457 New
IWA
89
Icon Wealth Advisors
Texas
$374K
SPC
90
Sigma Planning Corp
Michigan
$374K -$7.84K -160 -2%
HAS
91
HBW Advisory Services
California
$369K -$1.13K -23 -0.3%
CIA
92
Concurrent Investment Advisors
Florida
$366K +$50.5K +1,031 +17%
KWA
93
Kingswood Wealth Advisors
California
$360K +$120K +2,446 +52%
IFG
94
Independent Financial Group
California
$350K
LPT
95
Legacy Private Trust
Wisconsin
$342K -$78.4K -1,599 -19%
HP
96
Holistic Planning
Texas
$341K +$330K +6,743 New
AFP
97
Ausdal Financial Partners
Iowa
$335K +$325K +6,630 New
HI
98
Horizon Investments
North Carolina
$327K +$163K +3,324 +106%
FFS
99
Founders Financial Securities
Maryland
$327K +$317K +6,474 New
IA
100
IFP Advisors
Florida
$326K

FJUN Hedge Fund Activity: Q3 2024 in Review

137 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF June (FJUN) for Q3 2024, worth a combined $270M — down 0.84% from $272M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FJUN positions and 9 closed out — a net gain of 10 holders — while 55 added to existing stakes and 32 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $2.56M. The largest seller was Commonwealth Equity Services, cutting an estimated $12.2M.

  • 137 institutional investors held FT Vest US Equity Buffer ETF June (FJUN) as of Q3 2024, up from 127 in Q2 2024.
  • Funds reported $270M of FT Vest US Equity Buffer ETF June stock for Q3 2024, down 0.84% quarter-over-quarter.
  • 19 funds opened new FT Vest US Equity Buffer ETF June positions in Q3 2024 and 9 closed out, a net change of +10 holders.
  • The largest FT Vest US Equity Buffer ETF June buyer in Q3 2024 was Raymond James Financial Services Advisors, an estimated $2.56M added.
  • The largest FT Vest US Equity Buffer ETF June seller in Q3 2024 was Commonwealth Equity Services, an estimated $12.2M sold.

Based on aggregated 13F filings for Q3 2024.