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FT Vest US Equity Buffer ETF June

145 hedge funds and large institutions have $289M invested in FT Vest US Equity Buffer ETF June in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 56 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

7% more capital invested

Capital invested by funds: $270M → $289M (+$19.7M)

6% more funds holding

Funds holding: 137145 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.3% less ownership

Funds ownership: 32.11%31.81% (-0.3%)

38% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 56

Holders
145
Holders Change
+8
Holders Change %
+5.84%
% of All Funds
1.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
35
Reduced
56
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$23.4M +$4.26M +83,011 +22%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$16.1M -$780K -15,197 -5%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$15M -$1.1M -21,456 -7%
Raymond James Financial
4
Raymond James Financial
Florida
$14.8M +$14.8M +287,963 New
MC
5
McCarthy & Cox
Ohio
$12.3M -$121K -2,366 -1%
Osaic Holdings
6
Osaic Holdings
Arizona
$11.8M -$2.13M -41,424 -15%
KWS
7
Keystone Wealth Services
California
$9.74M -$146K -2,838 -1%
LPL Financial
8
LPL Financial
California
$9.12M +$205K +3,990 +2%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$8.77M -$895K -17,443 -9%
Mariner
10
Mariner
Kansas
$7.34M -$215K -4,198 -3%
AI
11
Atria Investments
North Carolina
$7.06M -$301K -5,865 -4%
Ameriprise
12
Ameriprise
Minnesota
$5.97M +$5.96M +116,229 New
CW
13
CreativeOne Wealth
Kansas
$5.89M -$1.97M -38,436 -25%
KAS
14
Kestra Advisory Services
Texas
$5.87M +$134K +2,612 +2%
SI
15
Stephens Inc
Arkansas
$5.85M
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$5.16M -$176K -3,422 -3%
AssetMark Inc
17
AssetMark Inc
California
$4.82M +$1.7M +33,063 +55%
MML Investors Services
18
MML Investors Services
Massachusetts
$4.41M -$221K -4,301 -5%
FWM
19
Foguth Wealth Management
Michigan
$4.27M +$3.69M +71,851 +790%
ACA
20
Aptus Capital Advisors
Alabama
$3.88M -$267K -5,207 -6%
FGG
21
Financial Guidance Group
Florida
$3.88M -$267K -5,207 -6%
VBFP
22
Valtinson Bruner Financial Planning
Minnesota
$3.51M +$38K +741 +1%
RFG
23
REAP Financial Group
Texas
$3.47M -$1.8M -34,998 -34%
SAW
24
Signal Advisors Wealth
Michigan
$3.43M +$2.76M +53,839 +417%
FFA
25
Fragasso Financial Advisors
Pennsylvania
$3.4M -$30.8K -600 -0.9%

FJUN Hedge Fund Activity: Q4 2024 in Review

145 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF June (FJUN) for Q4 2024, worth a combined $289M — up 7.3% from $270M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FJUN positions and 10 closed out — a net gain of 10 holders — while 35 added to existing stakes and 56 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $5.96M. The largest seller was Osaic Holdings, cutting an estimated $2.13M.

  • 145 institutional investors held FT Vest US Equity Buffer ETF June (FJUN) as of Q4 2024, up from 137 in Q3 2024.
  • Funds reported $289M of FT Vest US Equity Buffer ETF June stock for Q4 2024, up 7.3% quarter-over-quarter.
  • 20 funds opened new FT Vest US Equity Buffer ETF June positions in Q4 2024 and 10 closed out, a net change of +10 holders.
  • The largest FT Vest US Equity Buffer ETF June buyer in Q4 2024 was Ameriprise, an estimated $5.96M added.
  • The largest FT Vest US Equity Buffer ETF June seller in Q4 2024 was Osaic Holdings, an estimated $2.13M sold.

Based on aggregated 13F filings for Q4 2024.