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FT Vest US Equity Buffer ETF June

141 hedge funds and large institutions have $266M invested in FT Vest US Equity Buffer ETF June in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.05% less ownership

Funds ownership: 31.81%29.76% (-2.1%)

3% less funds holding

Funds holding: 145141 (-4)

8% less capital invested

Capital invested by funds: $289M → $266M (-$23.2M)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

38% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 60

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
141
Holders Change
-4
Holders Change %
-2.76%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
13
Increased
37
Reduced
60
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$27.3M +$4.72M +91,429 +20%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$17.2M +$1.57M +30,408 +10%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$15.8M +$1.3M +25,256 +9%
Raymond James Financial
4
Raymond James Financial
Florida
$12.6M -$1.87M -36,200 -13%
KWS
5
Keystone Wealth Services
California
$9.22M -$240K -4,652 -2%
LPL Financial
6
LPL Financial
California
$8.61M -$258K -5,002 -3%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$8.47M -$48.3K -936 -0.5%
Osaic Holdings
8
Osaic Holdings
Arizona
$8.4M -$3.16M -61,157 -27%
AI
9
Atria Investments
North Carolina
$7.4M +$561K +10,865 +8%
Mariner
10
Mariner
Kansas
$6.92M -$213K -4,122 -3%
AssetMark Inc
11
AssetMark Inc
California
$6.48M +$1.86M +36,099 +39%
SAW
12
Signal Advisors Wealth
Michigan
$6.08M +$2.85M +55,127 +83%
FWM
13
Foguth Wealth Management
Michigan
$5.85M +$1.87M +36,303 +45%
CW
14
CreativeOne Wealth
Kansas
$5.85M +$136K +2,628 +2%
SI
15
Stephens Inc
Arkansas
$5.67M -$7.74K -150 -0.1%
KAS
16
Kestra Advisory Services
Texas
$5.43M -$277K -5,362 -5%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.9M -$105K -2,032 -2%
MML Investors Services
18
MML Investors Services
Massachusetts
$4.4M +$119K +2,311 +3%
ACA
19
Aptus Capital Advisors
Alabama
$3.73M -$37.4K -724 -1%
FGG
20
Financial Guidance Group
Florida
$3.73M -$37.4K -724 -1%
VBFP
21
Valtinson Bruner Financial Planning
Minnesota
$3.41M -$3.98K -77 -0.1%
RFG
22
REAP Financial Group
Texas
$3.32M -$49.7K -963 -1%
FFA
23
Fragasso Financial Advisors
Pennsylvania
$3.29M -$12.6K -245 -0.4%
AA
24
Armis Advisers
Georgia
$2.99M -$51.5K -997 -2%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$2.8M +$347K +6,713 +14%

FJUN Hedge Fund Activity: Q1 2025 in Review

141 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF June (FJUN) for Q1 2025, worth a combined $266M — down 8% from $289M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of FJUN and 13 opened new positions — a net loss of 3 holders — while 60 trimmed existing stakes and 37 added.

The largest buyer was Envestnet Asset Management, adding an estimated $4.72M. The largest seller was McCarthy & Cox, cutting an estimated $10.8M.

  • 141 institutional investors held FT Vest US Equity Buffer ETF June (FJUN) as of Q1 2025, down from 145 in Q4 2024.
  • Funds reported $266M of FT Vest US Equity Buffer ETF June stock for Q1 2025, down 8% quarter-over-quarter.
  • 13 funds opened new FT Vest US Equity Buffer ETF June positions in Q1 2025 and 16 closed out, a net change of -3 holders.
  • The largest FT Vest US Equity Buffer ETF June buyer in Q1 2025 was Envestnet Asset Management, an estimated $4.72M added.
  • The largest FT Vest US Equity Buffer ETF June seller in Q1 2025 was McCarthy & Cox, an estimated $10.8M sold.

Based on aggregated 13F filings for Q1 2025.