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FT Vest US Equity Moderate Buffer ETF June

79 hedge funds and large institutions have $254M invested in FT Vest US Equity Moderate Buffer ETF June in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

625% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 4

164% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 11

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

46% more funds holding

Funds holding: 5479 (+25)

38% more capital invested

Capital invested by funds: $184M → $254M (+$69.6M)

22.55% less ownership

Funds ownership: 99.65%77.09% (-23%)

Holders
79
Holders Change
+25
Holders Change %
+46.3%
% of All Funds
1.25%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
29
Increased
29
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$1.32M +$66.3K +2,195 +5%
KWS
27
Keystone Wealth Services
California
$1.17M +$768K +25,412 +182%
AAS
28
Avantax Advisory Services
Texas
$1.1M +$234K +7,757 +26%
Truist Financial
29
Truist Financial
North Carolina
$984K +$438K +14,493 +78%
MOS
30
MGO One Seven
Ohio
$969K +$988K +32,696 New
IFG
31
Independent Financial Group
California
$932K +$951K +31,468 New
KAS
32
Kestra Advisory Services
Texas
$897K -$1.49M -49,389 -62%
WEG
33
World Equity Group
Illinois
$890K +$908K +30,069 New
CA
34
Cetera Advisors
Colorado
$845K +$572K +18,947 +198%
IWC
35
Integrated Wealth Concepts
Massachusetts
$843K
CWG
36
Crown Wealth Group
North Carolina
$813K
CHC
37
City Holding Co
West Virginia
$753K +$344K +11,400 +81%
TLA
38
Tanglewood Legacy Advisors
Texas
$738K +$43.8K +1,450 +6%
AWS
39
Atria Wealth Solutions
New York
$730K +$745K +24,648 New
IA
40
Insight Advisors
Pennsylvania
$676K +$24.7K +819 +4%
BOSSRA
41
B.O.S.S. Retirement Advisors
Utah
$665K +$19.8K +656 +3%
CAN
42
Cetera Advisor Networks
California
$648K +$308K +10,186 +87%
RJA
43
Raymond James & Associates
Florida
$634K +$114K +3,761 +21%
Citadel Advisors
44
Citadel Advisors
Florida
$621K +$634K +20,975 New
LPL Financial
45
LPL Financial
California
$573K +$584K +19,337 New
SB
46
Strategic Blueprint
Georgia
$554K +$254K +8,399 +82%
LNC
47
Lincoln National Corp
Pennsylvania
$496K +$139K +4,600 +38%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$490K +$500K +16,551 New
SI
49
Stephens Inc
Arkansas
$489K +$498K +16,495 New
IWP
50
Icon Wealth Partners
Texas
$464K -$8.85K -293 -2%

GJUN Hedge Fund Activity: Q3 2023 in Review

79 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF June (GJUN) for Q3 2023, worth a combined $254M — up 38% from $184M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new GJUN positions and 4 closed out — a net gain of 25 holders — while 29 added to existing stakes and 11 trimmed.

The largest buyer was Legacy CG, opening a new position worth an estimated $19.6M. The largest seller was SMART Wealth, exiting entirely with an estimated $10.6M sold.

  • 79 institutional investors held FT Vest US Equity Moderate Buffer ETF June (GJUN) as of Q3 2023, up from 54 in Q2 2023.
  • Funds reported $254M of FT Vest US Equity Moderate Buffer ETF June stock for Q3 2023, up 38% quarter-over-quarter.
  • 29 funds opened new FT Vest US Equity Moderate Buffer ETF June positions in Q3 2023 and 4 closed out, a net change of +25 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF June buyer in Q3 2023 was Legacy CG, an estimated $19.6M added.
  • The largest FT Vest US Equity Moderate Buffer ETF June seller in Q3 2023 was SMART Wealth, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2023.