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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
CIA
101
Concurrent Investment Advisors
Florida
$373K – – –
IWA
102
Icon Wealth Advisors
Texas
$371K -$9.44K -184 -2%
IA
103
IFP Advisors
Florida
$363K +$31.6K +616 +10%
IFG
104
Independent Financial Group
California
$355K – – –
HP
105
Holistic Planning
Texas
$346K – – –
AFP
106
Ausdal Financial Partners
Iowa
$341K – – –
MCC
107
Money Concepts Capital
Florida
$330K – – –
MOS
108
MGO One Seven
Ohio
$328K -$1.01M -19,748 -76%
EWM
109
Echo Wealth Management
Minnesota
$325K +$9.85K +192 +3%
LBC
110
Leigh Baldwin & Co
New York
$320K +$319K +6,225 New
BCI
111
Brinker Capital Investments
Pennsylvania
$310K +$15.2K +296 +5%
OPS
112
Orion Portfolio Solutions
Nebraska
$310K +$15.2K +296 +5%
MFG
113
Merit Financial Group
Georgia
$309K +$309K +6,022 New
HF
114
HRT Financial
New York
$309K +$309K +6,018 New
CB
115
Chris Bulman
California
$296K -$1.13K -22 -0.4%
GS
116
GTS Securities
New York
$286K – – –
MWM
117
Maltin Wealth Management
New Jersey
$284K – – –
UCFA
118
United Capital Financial Advisors
Texas
$264K – – –
PAS
119
Park Avenue Securities
New York
$258K – – –
SA
120
Sanctuary Advisors
Indiana
$246K – – –
NAS
121
NWF Advisory Services
California
$243K -$3.85K -75 -2%
FA
122
Flagstar Advisors
New York
$238K -$252K -4,915 -51%
IAS
123
Insigneo Advisory Services
Florida
$236K – – –
LA
124
LM Advisors
California
$232K +$232K +4,518 New
FHC
125
First Heartland Consultants
Missouri
$223K +$2.72K +53 +1%
3 4
5
6 7

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.