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FT Vest US Equity Buffer ETF June

137 hedge funds and large institutions have $270M invested in FT Vest US Equity Buffer ETF June in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

72% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 32

8% more funds holding

Funds holding: 127137 (+10)

1% less capital invested

Capital invested by funds: $272M → $270M (-$2.29M)

6.09% less ownership

Funds ownership: 38.2%32.11% (-6.1%)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
137
Holders Change
+10
Holders Change %
+7.87%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
19
Increased
55
Reduced
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$18.8M +$2.23M +45,520 +14%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$16.6M -$12.2M -248,253 -43%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$15.8M +$2.13M +43,550 +16%
Osaic Holdings
4
Osaic Holdings
Arizona
$13.7M -$4.85M -98,867 -27%
MC
5
McCarthy & Cox
Ohio
$12.2M -$59.2K -1,207 -0.5%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$11.2M +$2.56M +52,297 +31%
KWS
7
Keystone Wealth Services
California
$9.72M +$36.8K +750 +0.4%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$9.51M +$421K +8,589 +5%
LPL Financial
9
LPL Financial
California
$8.77M +$69.7K +1,423 +0.8%
CW
10
CreativeOne Wealth
Kansas
$7.73M +$1.58M +32,294 +27%
Mariner
11
Mariner
Kansas
$7.43M +$298K +6,085 +4%
AI
12
Atria Investments
North Carolina
$7.24M +$348K +7,099 +5%
SI
13
Stephens Inc
Arkansas
$5.75M +$1.68M +34,285 +43%
KAS
14
Kestra Advisory Services
Texas
$5.64M -$378K -7,722 -6%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$5.24M +$344K +7,019 +7%
RFG
16
REAP Financial Group
Texas
$5.18M +$2.1M +42,936 +72%
MML Investors Services
17
MML Investors Services
Massachusetts
$4.56M -$30.6K -625 -0.7%
ACA
18
Aptus Capital Advisors
Alabama
$4.08M -$514K -10,493 -12%
FGG
19
Financial Guidance Group
Florida
$4.08M -$514K -10,493 -12%
RJA
20
Raymond James & Associates
Florida
$3.75M +$104K +2,122 +3%
VBFP
21
Valtinson Bruner Financial Planning
Minnesota
$3.42M -$188K -3,831 -5%
FFA
22
Fragasso Financial Advisors
Pennsylvania
$3.38M +$1.32M +26,880 +67%
AssetMark Inc
23
AssetMark Inc
California
$3.06M +$1.98M +40,334 +198%
AAS
24
Avantax Advisory Services
Texas
$3.05M +$1.1M +22,455 +59%
HI
25
Harbour Investments
Wisconsin
$2.97M -$1.49M -30,422 -34%

FJUN Hedge Fund Activity: Q3 2024 in Review

137 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF June (FJUN) for Q3 2024, worth a combined $270M — down 0.84% from $272M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FJUN positions and 9 closed out — a net gain of 10 holders — while 55 added to existing stakes and 32 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $2.56M. The largest seller was Commonwealth Equity Services, cutting an estimated $12.2M.

  • 137 institutional investors held FT Vest US Equity Buffer ETF June (FJUN) as of Q3 2024, up from 127 in Q2 2024.
  • Funds reported $270M of FT Vest US Equity Buffer ETF June stock for Q3 2024, down 0.84% quarter-over-quarter.
  • 19 funds opened new FT Vest US Equity Buffer ETF June positions in Q3 2024 and 9 closed out, a net change of +10 holders.
  • The largest FT Vest US Equity Buffer ETF June buyer in Q3 2024 was Raymond James Financial Services Advisors, an estimated $2.56M added.
  • The largest FT Vest US Equity Buffer ETF June seller in Q3 2024 was Commonwealth Equity Services, an estimated $12.2M sold.

Based on aggregated 13F filings for Q3 2024.