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FT Vest US Equity Buffer ETF June

22 hedge funds and large institutions have $38.6M invested in FT Vest US Equity Buffer ETF June in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

142% more capital invested

Capital invested by funds: $15.9M → $38.6M (+$22.6M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

42.91% more ownership

Funds ownership: 30.12%73.03% (+43%)

16% more funds holding

Funds holding: 1922 (+3)

63% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 8

Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
8
Increased
3
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCWP
1
Legacy Capital Wealth Partners
Arkansas
$16.6M +$16.2M +488,177 New
CWS
2
Cypress Wealth Services
California
$5.2M +$5.06M +152,715 New
VBFP
3
Valtinson Bruner Financial Planning
Minnesota
$4.5M -$34.4K -1,039 -0.8%
BCM
4
Beck Capital Management
Texas
$3.18M -$80.3K -2,425 -3%
AI
5
Atria Investments
North Carolina
$1.85M +$98.3K +2,967 +6%
T
6
TRUADVICE
Florida
$1.66M +$212K +6,396 +15%
OMC
7
Old Mission Capital
Illinois
$698K -$505K -15,249 -43%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$684K -$35.6K -1,076 -5%
LPT
9
Legacy Private Trust
Wisconsin
$617K +$3.61K +109 +0.6%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$566K +$550K +16,609 New
CA
11
Cetera Advisors
Colorado
$449K -$1.36K -41 -0.3%
EWM
12
Echo Wealth Management
Minnesota
$437K +$425K +12,820 New
KAS
13
Kestra Advisory Services
Texas
$432K -$27.7K -835 -6%
Osaic Holdings
14
Osaic Holdings
Arizona
$383K -$43K -1,297 -10%
Wolverine Trading
15
Wolverine Trading
Illinois
$303K +$296K +8,926 New
AIC
16
Ameritas Investment Company
Nebraska
$255K +$248K +7,487 New
MA
17
Mutual Advisors
Nebraska
$233K
CCFM
18
Clear Creek Financial Management
Washington
$212K +$207K +6,250 New
GEA
19
Glen Eagle Advisors
New Jersey
$136K
SFS
20
Sowell Financial Services
Arkansas
$77K -$12.4K -375 -14%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$37K
APA
22
American Portfolios Advisors
New York
$11.1K +$10.8K +325 New
AWM
23
AE Wealth Management
Kansas
-$349K -10,888 Closed
SS
24
Simplicity Solutions
Minnesota
-$309K -9,632 Closed
PFS
25
Prospera Financial Services
Texas
-$90K -2,800 Closed

FJUN Hedge Fund Activity: Q4 2020 in Review

22 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF June (FJUN) for Q4 2020, worth a combined $38.6M — up 142% from $15.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FJUN positions and 3 closed out — a net gain of 5 holders — while 3 added to existing stakes and 8 trimmed.

The largest buyer was Cypress Wealth Services, opening a new position worth an estimated $5.06M. The largest seller was Old Mission Capital, cutting an estimated $505K.

  • 22 institutional investors held FT Vest US Equity Buffer ETF June (FJUN) as of Q4 2020, up from 19 in Q3 2020.
  • Funds reported $38.6M of FT Vest US Equity Buffer ETF June stock for Q4 2020, up 142% quarter-over-quarter.
  • 8 funds opened new FT Vest US Equity Buffer ETF June positions in Q4 2020 and 3 closed out, a net change of +5 holders.
  • The largest FT Vest US Equity Buffer ETF June buyer in Q4 2020 was Cypress Wealth Services, an estimated $5.06M added.
  • The largest FT Vest US Equity Buffer ETF June seller in Q4 2020 was Old Mission Capital, an estimated $505K sold.

Based on aggregated 13F filings for Q4 2020.