We are live on ! Find out more
FJUN icon

FT Vest US Equity Buffer ETF June

21 hedge funds and large institutions have $46.5M invested in FT Vest US Equity Buffer ETF June in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $38.6M → $46.5M (+$7.94M)

7.49% more ownership

Funds ownership: 73.03%80.52% (+7.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less funds holding

Funds holding: 2221 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

63% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 8

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
3
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCWP
1
Legacy Capital Wealth Partners
Arkansas
$17.3M +$247K +7,165 +1%
PWM
2
PRW Wealth Management
Massachusetts
$8.35M +$8.21M +238,770 New
CWS
3
Cypress Wealth Services
California
$5.34M
VBFP
4
Valtinson Bruner Financial Planning
Minnesota
$4.57M -$65.6K -1,907 -1%
BCM
5
Beck Capital Management
Texas
$3.22M -$41.8K -1,215 -1%
T
6
TRUADVICE
Florida
$1.63M -$108K -3,139 -6%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.26M +$1.24M +36,182 New
OMC
8
Old Mission Capital
Illinois
$816K +$98K +2,849 +14%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$669K -$32.6K -949 -5%
Wolverine Trading
10
Wolverine Trading
Illinois
$501K +$187K +5,426 +61%
CAS
11
Cascadia Advisory Services
Oregon
$452K +$445K +12,930 New
KAS
12
Kestra Advisory Services
Texas
$431K -$12.6K -365 -3%
SWM
13
Spire Wealth Management
Virginia
$405K +$398K +11,579 New
Osaic Holdings
14
Osaic Holdings
Arizona
$391K -$1.2K -35 -0.3%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$388K -$189K -5,505 -33%
CA
16
Cetera Advisors
Colorado
$287K -$171K -4,971 -38%
MHS
17
M Holdings Securities
Oregon
$231K +$227K +6,605 New
GEA
18
Glen Eagle Advisors
New Jersey
$140K
SFS
19
Sowell Financial Services
Arkansas
$80K
APA
20
American Portfolios Advisors
New York
$11.4K
UBS Group
21
UBS Group
Switzerland
$6K +$5.5K +160 New
AI
22
Atria Investments
North Carolina
-$1.85M -54,329 Closed
LPT
23
Legacy Private Trust
Wisconsin
-$617K -18,121 Closed
EWM
24
Echo Wealth Management
Minnesota
-$437K -12,820 Closed
AIC
25
Ameritas Investment Company
Nebraska
-$255K -7,487 Closed

FJUN Hedge Fund Activity: Q1 2021 in Review

21 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF June (FJUN) for Q1 2021, worth a combined $46.5M — up 21% from $38.6M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of FJUN and 6 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 3 added.

The largest buyer was PRW Wealth Management, opening a new position worth an estimated $8.21M. The largest seller was Atria Investments, exiting entirely with an estimated $1.85M sold.

  • 21 institutional investors held FT Vest US Equity Buffer ETF June (FJUN) as of Q1 2021, down from 22 in Q4 2020.
  • Funds reported $46.5M of FT Vest US Equity Buffer ETF June stock for Q1 2021, up 21% quarter-over-quarter.
  • 6 funds opened new FT Vest US Equity Buffer ETF June positions in Q1 2021 and 7 closed out, a net change of -1 holder.
  • The largest FT Vest US Equity Buffer ETF June buyer in Q1 2021 was PRW Wealth Management, an estimated $8.21M added.
  • The largest FT Vest US Equity Buffer ETF June seller in Q1 2021 was Atria Investments, an estimated $1.85M sold.

Based on aggregated 13F filings for Q1 2021.