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FT Vest US Equity Moderate Buffer ETF June

79 hedge funds and large institutions have $218M invested in FT Vest US Equity Moderate Buffer ETF June in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0% more funds holding

Funds holding: 7979 (0)

5.03% less ownership

Funds ownership: 77.09%72.06% (-5%)

14% less capital invested

Capital invested by funds: $254M → $218M (-$35.4M)

27% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 26

Holders
79
Holders Change
Holders Change %
0%
% of All Funds
1.15%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
15
Increased
19
Reduced
26
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
26
Stephens Inc
Arkansas
$1.3M +$743K +24,415 +148%
LPL Financial
27
LPL Financial
California
$1.13M +$498K +16,347 +85%
KAS
28
Kestra Advisory Services
Texas
$1.13M +$161K +5,285 +17%
FIA
29
Foundations Investment Advisors
Arizona
$1.08M -$2.82M -92,732 -73%
Truist Financial
30
Truist Financial
North Carolina
$1.06M +$244 +8 +0%
CA
31
Cetera Advisors
Colorado
$959K +$50.2K +1,650 +6%
SPIA
32
Steward Partners Investment Advisory
New York
$932K -$12.3M -403,264 -93%
IWC
33
Integrated Wealth Concepts
Massachusetts
$905K
SW
34
Schulz Wealth
Texas
$877K +$840K +27,586 New
AAS
35
Avantax Advisory Services
Texas
$859K -$305K -10,008 -27%
CWG
36
Crown Wealth Group
North Carolina
$841K -$29.3K -962 -4%
MOS
37
MGO One Seven
Ohio
$828K -$202K -6,645 -20%
CHC
38
City Holding Co
West Virginia
$827K +$18.3K +600 +2%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$821K -$1.31M -42,931 -62%
CAN
40
Cetera Advisor Networks
California
$806K +$106K +3,494 +16%
TLA
41
Tanglewood Legacy Advisors
Texas
$801K +$8.22K +270 +1%
RJA
42
Raymond James & Associates
Florida
$657K -$22.7K -745 -3%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$582K +$333K +10,935 +149%
SRA
44
Secured Retirement Advisors
Minnesota
$577K +$552K +18,136 New
AWS
45
Atria Wealth Solutions
New York
$561K -$213K -6,991 -28%
SB
46
Strategic Blueprint
Georgia
$548K -$43.6K -1,432 -8%
CFGS
47
Concourse Financial Group Securities
Alabama
$544K -$1.26M -41,466 -71%
LNC
48
Lincoln National Corp
Pennsylvania
$532K
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$525K -$1.43K -47 -0.3%
LA
50
LM Advisors
California
$502K +$481K +15,784 New

GJUN Hedge Fund Activity: Q4 2023 in Review

79 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF June (GJUN) for Q4 2023, worth a combined $218M — down 14% from $254M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new GJUN positions and 14 closed out — a net gain of 1 holder — while 19 added to existing stakes and 26 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $4.73M. The largest seller was AE Wealth Management, cutting an estimated $23.8M.

  • 79 institutional investors held FT Vest US Equity Moderate Buffer ETF June (GJUN) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $218M of FT Vest US Equity Moderate Buffer ETF June stock for Q4 2023, down 14% quarter-over-quarter.
  • 15 funds opened new FT Vest US Equity Moderate Buffer ETF June positions in Q4 2023 and 14 closed out, a net change of +1 holder.
  • The largest FT Vest US Equity Moderate Buffer ETF June buyer in Q4 2023 was Old Mission Capital, an estimated $4.73M added.
  • The largest FT Vest US Equity Moderate Buffer ETF June seller in Q4 2023 was AE Wealth Management, an estimated $23.8M sold.

Based on aggregated 13F filings for Q4 2023.