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FT Vest US Equity Buffer ETF June

103 hedge funds and large institutions have $241M invested in FT Vest US Equity Buffer ETF June in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less funds holding

Funds holding: 104103 (-1)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

7.22% less ownership

Funds ownership: 47%39.78% (-7.2%)

22% less capital invested

Capital invested by funds: $311M → $241M (-$69.6M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

53% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 47

Holders
103
Holders Change
-1
Holders Change %
-0.96%
% of All Funds
1.48%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
15
Increased
22
Reduced
47
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$24M -$1.38M -30,346 -6%
Osaic Holdings
2
Osaic Holdings
Arizona
$12.2M -$8.71M -191,391 -42%
MC
3
McCarthy & Cox
Ohio
$11.4M +$11.1M +243,255 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$11.2M +$97.2K +2,137 +0.9%
KWS
5
Keystone Wealth Services
California
$11.2M +$1.87K +41 +0%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$10.8M -$4.47M -98,261 -30%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$10.6M +$5.88M +129,250 +136%
LPL Financial
8
LPL Financial
California
$9.84M -$1.23M -26,942 -11%
HI
9
Harbour Investments
Wisconsin
$7.43M -$554K -12,186 -7%
AI
10
Atria Investments
North Carolina
$6.75M +$211K +4,635 +3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$6.54M -$2.44M -53,516 -28%
Mariner
12
Mariner
Kansas
$6.48M -$83.8K -1,842 -1%
CW
13
CreativeOne Wealth
Kansas
$5.8M -$1.61M -35,301 -22%
ACA
14
Aptus Capital Advisors
Alabama
$5.57M +$5.38M +118,308 +246,475%
FGG
15
Financial Guidance Group
Florida
$5.56M -$13.8K -304 -0.3%
SI
16
Stephens Inc
Arkansas
$5.51M -$902K -19,828 -14%
CVA
17
Central Valley Advisors
California
$5.19M +$355K +7,803 +8%
KAS
18
Kestra Advisory Services
Texas
$4.95M +$1.31M +28,789 +38%
MML Investors Services
19
MML Investors Services
Massachusetts
$4.58M -$7.4M -162,580 -63%
SFS
20
Sowell Financial Services
Arkansas
$4.44M +$2.74M +60,238 +139%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$3.94M -$1.19M -26,246 -24%
CA
22
Cetera Advisors
Colorado
$3.92M +$726K +15,963 +24%
CAN
23
Cetera Advisor Networks
California
$3.74M +$196K +4,298 +6%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$3.62M
VBFP
25
Valtinson Bruner Financial Planning
Minnesota
$3.52M -$1.82M -39,958 -35%

FJUN Hedge Fund Activity: Q1 2024 in Review

103 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF June (FJUN) for Q1 2024, worth a combined $241M — down 22% from $311M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of FJUN and 15 opened new positions — a net loss of 1 holder — while 47 trimmed existing stakes and 22 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $5.88M. The largest seller was Mason & Associates (California), exiting entirely with an estimated $65.6M sold.

  • 103 institutional investors held FT Vest US Equity Buffer ETF June (FJUN) as of Q1 2024, down from 104 in Q4 2023.
  • Funds reported $241M of FT Vest US Equity Buffer ETF June stock for Q1 2024, down 22% quarter-over-quarter.
  • 15 funds opened new FT Vest US Equity Buffer ETF June positions in Q1 2024 and 16 closed out, a net change of -1 holder.
  • The largest FT Vest US Equity Buffer ETF June buyer in Q1 2024 was Cetera Investment Advisers, an estimated $5.88M added.
  • The largest FT Vest US Equity Buffer ETF June seller in Q1 2024 was Mason & Associates (California), an estimated $65.6M sold.

Based on aggregated 13F filings for Q1 2024.