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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
MCC
101
Money Concepts Capital
Florida
$325K
Envestnet Portfolio Solutions
102
Envestnet Portfolio Solutions
Illinois
$319K +$20.3K +415 +7%
EWM
103
Echo Wealth Management
Minnesota
$310K +$6.03K +123 +2%
CB
104
Chris Bulman
California
$292K +$251K +5,115 +763%
SFWA
105
Summit Financial Wealth Advisors
Louisiana
$291K
NS
106
NBC Securities
Alabama
$291K +$55.2K +1,127 +24%
BCI
107
Brinker Capital Investments
Pennsylvania
$290K +$43.2K +881 +18%
OPS
108
Orion Portfolio Solutions
Nebraska
$290K +$43.2K +881 +18%
GS
109
GTS Securities
New York
$281K +$6.13K +125 +2%
MWM
110
Maltin Wealth Management
New Jersey
$279K
GM
111
GeoWealth Management
Illinois
$260K +$90.3K +1,843 +56%
UCFA
112
United Capital Financial Advisors
Texas
$259K +$40.6K +829 +19%
HIM
113
Hanlon Investment Management
New Jersey
$257K +$14.2K +290 +6%
SW
114
SMART Wealth
Nebraska
$256K -$8.14M -166,110 -97%
PAS
115
Park Avenue Securities
New York
$253K +$246K +5,016 New
AWS
116
Atria Wealth Solutions
New York
$245K -$74.3K -1,516 -24%
NAS
117
NWF Advisory Services
California
$243K +$236K +4,805 New
SA
118
Sanctuary Advisors
Indiana
$242K +$230K +4,686 New
IAS
119
Insigneo Advisory Services
Florida
$232K
FHC
120
First Heartland Consultants
Missouri
$217K
FFN
121
Focus Financial Network
Minnesota
$211K +$205K +4,178 New
CAL
122
Capital Analysts LLC
Pennsylvania
$204K +$25.6K +523 +15%
GEA
123
Glen Eagle Advisors
New Jersey
$202K
Morgan Stanley
124
Morgan Stanley
New York
$151K +$143K +2,910 +3,424%
Barclays
125
Barclays
United Kingdom
$144K +$140K +2,850 New

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.