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FT Vest US Equity Buffer ETF June

73 hedge funds and large institutions have $158M invested in FT Vest US Equity Buffer ETF June in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

4.39% less ownership

Funds ownership: 59.54%55.15% (-4.4%)

7% less capital invested

Capital invested by funds: $169M → $158M (-$11.4M)

8% less funds holding

Funds holding: 7973 (-6)

15% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 26

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

Holders
73
Holders Change
-6
Holders Change %
-7.59%
% of All Funds
1.17%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
9
Increased
22
Reduced
26
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$21.1M +$8.97M +249,646 +74%
Osaic Holdings
2
Osaic Holdings
Arizona
$11.4M +$999K +27,820 +10%
KAS
3
Kestra Advisory Services
Texas
$11.2M -$24.9M -694,505 -69%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$9.39M -$1.04M -29,080 -10%
LC
5
Legacy CG
Texas
$8.06M +$3.98M +110,739 +98%
KPWS
6
Kestra Private Wealth Services
Texas
$7.25M +$6.77M +188,369 +1,508%
Mariner
7
Mariner
Kansas
$6.07M -$5.39K -150 -0.1%
AI
8
Atria Investments
North Carolina
$5.93M -$37.5K -1,044 -0.6%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$4.88M +$4.56M +126,852 +1,534%
KWS
10
Keystone Wealth Services
California
$4.5M -$9.59K -267 -0.2%
VBFP
11
Valtinson Bruner Financial Planning
Minnesota
$4.45M -$23.7K -659 -0.5%
FGG
12
Financial Guidance Group
Florida
$4.39M -$81.9K -2,279 -2%
SI
13
Stephens Inc
Arkansas
$4.03M +$2.48M +69,122 +163%
MWM
14
Maltin Wealth Management
New Jersey
$3.92M +$834K +23,219 +27%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$3.12M +$3.1M +86,319 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.11M -$189K -5,261 -6%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.77M -$74.7K -2,080 -3%
BCM
18
Beck Capital Management
Texas
$2.56M -$406K -11,292 -14%
OMC
19
Old Mission Capital
Illinois
$2.37M +$1.59M +44,154 +205%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$2.22M -$192K -5,350 -8%
TFS
21
TrustCore Financial Services
Tennessee
$1.8M -$9.58M -266,720 -84%
TLA
22
Tanglewood Legacy Advisors
Texas
$1.69M +$1.68M +46,853 New
FFA
23
Fragasso Financial Advisors
Pennsylvania
$1.6M
SFS
24
Sowell Financial Services
Arkansas
$1.55M +$242K +6,732 +19%
CA
25
Cetera Advisors
Colorado
$1.47M -$28.9K -805 -2%

FJUN Hedge Fund Activity: Q4 2022 in Review

73 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF June (FJUN) for Q4 2022, worth a combined $158M — down 6.8% from $169M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of FJUN and 9 opened new positions — a net loss of 4 holders — while 26 trimmed existing stakes and 22 added.

The largest buyer was Commonwealth Equity Services, adding an estimated $8.97M. The largest seller was Kestra Advisory Services, cutting an estimated $24.9M.

  • 73 institutional investors held FT Vest US Equity Buffer ETF June (FJUN) as of Q4 2022, down from 79 in Q3 2022.
  • Funds reported $158M of FT Vest US Equity Buffer ETF June stock for Q4 2022, down 6.8% quarter-over-quarter.
  • 9 funds opened new FT Vest US Equity Buffer ETF June positions in Q4 2022 and 13 closed out, a net change of -4 holders.
  • The largest FT Vest US Equity Buffer ETF June buyer in Q4 2022 was Commonwealth Equity Services, an estimated $8.97M added.
  • The largest FT Vest US Equity Buffer ETF June seller in Q4 2022 was Kestra Advisory Services, an estimated $24.9M sold.

Based on aggregated 13F filings for Q4 2022.