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FT Vest US Equity Buffer ETF June

146 hedge funds and large institutions have $279M invested in FT Vest US Equity Buffer ETF June in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 58 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

8% more funds holding

Funds holding: 135146 (+11)

1% less capital invested

Capital invested by funds: $281M → $279M (-$2.01M)

1.87% less ownership

Funds ownership: 27.91%26.04% (-1.9%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

48% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 58

Holders
146
Holders Change
+11
Holders Change %
+8.15%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
19
Increased
30
Reduced
58
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$29.6M +$3.22M +57,166 +12%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$18.7M -$703K -12,470 -4%
Raymond James Financial
3
Raymond James Financial
Florida
$13.1M -$95.2K -1,689 -0.7%
AssetMark Inc
4
AssetMark Inc
California
$12.9M +$1.76M +31,154 +16%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$11.7M +$893K +15,849 +8%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$11.3M -$499K -8,852 -4%
Osaic Holdings
7
Osaic Holdings
Arizona
$9.27M -$3.1M -55,074 -25%
LCWP
8
Legacy Capital Wealth Partners
Arkansas
$8.04M -$590K -10,475 -7%
KAS
9
Kestra Advisory Services
Texas
$7.19M +$95.4K +1,693 +1%
LPL Financial
10
LPL Financial
California
$7.14M -$150K -2,657 -2%
Mariner
11
Mariner
Kansas
$7.01M -$476K -8,445 -6%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$5.7M -$393K -6,971 -7%
FWM
13
Foguth Wealth Management
Michigan
$5.11M +$5.04M +89,372 New
AI
14
Atria Investments
North Carolina
$4.61M -$560K -9,931 -11%
MML Investors Services
15
MML Investors Services
Massachusetts
$4.51M +$546K +9,687 +14%
SI
16
Stephens Inc
Arkansas
$4.34M -$1.96M -34,760 -31%
ACA
17
Aptus Capital Advisors
Alabama
$3.93M -$34.1K -605 -0.9%
FGG
18
Financial Guidance Group
Florida
$3.93M -$34.1K -605 -0.9%
AFW
19
Avantra Family Wealth
Pennsylvania
$3.85M +$100K +1,776 +3%
VBFP
20
Valtinson Bruner Financial Planning
Minnesota
$3.81M -$6.65K -118 -0.2%
RFG
21
REAP Financial Group
Texas
$3.65M -$100K -1,780 -3%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$3.6M +$14.3K +254 +0.4%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$3.42M -$33.8K -600 -1%
FFA
24
Fragasso Financial Advisors
Pennsylvania
$3.4M -$161K -2,852 -5%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$3.29M +$1.91M +33,880 +142%