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FT Vest US Equity Buffer ETF June

45 hedge funds and large institutions have $41M invested in FT Vest US Equity Buffer ETF June in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

5% more funds holding

Funds holding: 4345 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7.58% less ownership

Funds ownership: 42.14%34.56% (-7.6%)

27% less capital invested

Capital invested by funds: $56.1M → $41M (-$15.1M)

68% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 19

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
6
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LC
1
Legacy CG
Texas
$5.29M +$5.2M +139,932 New
KWS
2
Keystone Wealth Services
California
$4.73M
BCM
3
Beck Capital Management
Texas
$3.25M -$117K -3,152 -4%
PWM
4
PRW Wealth Management
Massachusetts
$2.77M +$442K +11,898 +19%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.74M -$103K -2,778 -4%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.7M -$657K -17,689 -20%
BCM
7
Breiter Capital Management
Florida
$2.31M -$102K -2,750 -4%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.44M -$90.1K -2,425 -6%
IAIM
9
International Assets Investment Management
Florida
$1.36M +$2.1M +56,453 New
OMC
10
Old Mission Capital
Illinois
$1.21M +$551K +14,823 +87%
CA
11
Cetera Advisors
Colorado
$1.05M -$533K -14,354 -34%
MA
12
Mutual Advisors
Nebraska
$1.02M -$1.44M -38,768 -59%
KAS
13
Kestra Advisory Services
Texas
$1.02M +$18.4K +496 +2%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$963K -$229K -6,156 -19%
FFA
15
Fragasso Financial Advisors
Pennsylvania
$803K
Citadel Advisors
16
Citadel Advisors
Florida
$703K -$1.03M -27,713 -60%
Mariner
17
Mariner
Kansas
$571K -$4.9K -132 -0.9%
SEIA
18
Signature Estate & Investment Advisors
California
$531K
IF
19
Integrity Financial
Wyoming
$519K -$81.1K -2,184 -14%
SS
20
Sunbelt Securities
Texas
$517K
OBWG
21
Onyx Bridge Wealth Group
New York
$505K
AIC
22
Archer Investment Corporation
Indiana
$480K
OIA
23
OneDigital Investment Advisors
Kansas
$425K -$7.1K -191 -2%
1SB
24
1ST Source Bank
Indiana
$342K
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$299K

FJUN Hedge Fund Activity: Q1 2022 in Review

45 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF June (FJUN) for Q1 2022, worth a combined $41M — down 27% from $56.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FJUN positions and 3 closed out — a net gain of 3 holders — while 6 added to existing stakes and 19 trimmed.

The largest buyer was Legacy CG, opening a new position worth an estimated $5.2M. The largest seller was Legacy Capital Wealth Partners, exiting entirely with an estimated $17.1M sold.

  • 45 institutional investors held FT Vest US Equity Buffer ETF June (FJUN) as of Q1 2022, up from 43 in Q4 2021.
  • Funds reported $41M of FT Vest US Equity Buffer ETF June stock for Q1 2022, down 27% quarter-over-quarter.
  • 6 funds opened new FT Vest US Equity Buffer ETF June positions in Q1 2022 and 3 closed out, a net change of +3 holders.
  • The largest FT Vest US Equity Buffer ETF June buyer in Q1 2022 was Legacy CG, an estimated $5.2M added.
  • The largest FT Vest US Equity Buffer ETF June seller in Q1 2022 was Legacy Capital Wealth Partners, an estimated $17.1M sold.

Based on aggregated 13F filings for Q1 2022.