We are live on ! Find out more
FJUN icon

FT Vest US Equity Buffer ETF June

39 hedge funds and large institutions have $51.7M invested in FT Vest US Equity Buffer ETF June in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

26% more funds holding

Funds holding: 3139 (+8)

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

20% more capital invested

Capital invested by funds: $42.9M → $51.7M (+$8.75M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.97% less ownership

Funds ownership: 49.54%44.58% (-5%)

Holders
39
Holders Change
+8
Holders Change %
+25.81%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
11
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCWP
1
Legacy Capital Wealth Partners
Arkansas
$17.2M -$598K -16,333 -3%
MA
2
Mutual Advisors
Nebraska
$4.46M +$4.5M +123,031 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.29M +$153K +4,187 +5%
BCM
4
Beck Capital Management
Texas
$3.27M -$9.88K -270 -0.3%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.85M +$2.44M +66,610 +550%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.72M +$412K +11,255 +18%
BCM
7
Breiter Capital Management
Florida
$2.31M +$1.83M +49,885 +361%
PWM
8
PRW Wealth Management
Massachusetts
$2.23M +$2.25M +61,621 New
CA
9
Cetera Advisors
Colorado
$1.95M +$951K +26,001 +93%
OMC
10
Old Mission Capital
Illinois
$1.16M +$1.17M +31,922 New
BOTW
11
Bank of the West
California
$1.04M +$1.05M +28,600 New
KAS
12
Kestra Advisory Services
Texas
$960K +$1.83K +50 +0.2%
FFA
13
Fragasso Financial Advisors
Pennsylvania
$769K
AIC
14
Archer Investment Corporation
Indiana
$679K -$90.8K -2,481 -12%
CAS
15
Cascadia Advisory Services
Oregon
$549K +$44.8K +1,224 +9%
OBWG
16
Onyx Bridge Wealth Group
New York
$519K
SEIA
17
Signature Estate & Investment Advisors
California
$509K
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$449K -$1M -27,365 -69%
SS
19
Sunbelt Securities
Texas
$416K
OIA
20
OneDigital Investment Advisors
Kansas
$414K +$418K +11,425 New
MAFM
21
Mid Atlantic Financial Management
Pennsylvania
$352K +$152K +4,145 +74%
1SB
22
1ST Source Bank
Indiana
$328K
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$316K -$32.1K -877 -9%
HH
24
Hilltop Holdings
Texas
$296K +$299K +8,170 New
CWS
25
Cypress Wealth Services
California
$293K -$61.9K -1,692 -17%

FJUN Hedge Fund Activity: Q3 2021 in Review

39 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF June (FJUN) for Q3 2021, worth a combined $51.7M — up 20% from $42.9M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FJUN positions and 5 closed out — a net gain of 8 holders — while 11 added to existing stakes and 9 trimmed.

The largest buyer was Mutual Advisors, opening a new position worth an estimated $4.5M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.33M sold.

  • 39 institutional investors held FT Vest US Equity Buffer ETF June (FJUN) as of Q3 2021, up from 31 in Q2 2021.
  • Funds reported $51.7M of FT Vest US Equity Buffer ETF June stock for Q3 2021, up 20% quarter-over-quarter.
  • 13 funds opened new FT Vest US Equity Buffer ETF June positions in Q3 2021 and 5 closed out, a net change of +8 holders.
  • The largest FT Vest US Equity Buffer ETF June buyer in Q3 2021 was Mutual Advisors, an estimated $4.5M added.
  • The largest FT Vest US Equity Buffer ETF June seller in Q3 2021 was Citadel Advisors, an estimated $3.33M sold.

Based on aggregated 13F filings for Q3 2021.