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FT Vest US Equity Moderate Buffer ETF June

54 hedge funds and large institutions have $184M invested in FT Vest US Equity Moderate Buffer ETF June in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

99.65% more ownership

Funds ownership: 0%99.65% (+100%)

Holders
54
Holders Change
+54
Holders Change %
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
54
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
1
Summit Financial Wealth Advisors
Louisiana
$47.6M +$47.2M +1,580,438 New
AWM
2
AE Wealth Management
Kansas
$27.6M +$27.3M +915,941 New
ICG
3
InterOcean Capital Group
Tennessee
$21.6M +$21.4M +716,160 New
SPIA
4
Steward Partners Investment Advisory
New York
$12.6M +$12.5M +418,793 New
SW
5
SMART Wealth
Nebraska
$10.6M +$10.5M +352,702 New
AI
6
Atria Investments
North Carolina
$9.98M +$9.89M +331,352 New
Mariner
7
Mariner
Kansas
$9.88M +$9.79M +328,174 New
FHC
8
First Heartland Consultants
Missouri
$5.54M +$5.48M +183,782 New
Jane Street
9
Jane Street
New York
$4.86M +$4.81M +161,356 New
FIA
10
Foundations Investment Advisors
Arizona
$3.85M +$3.82M +127,880 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.97M +$2.94M +98,508 New
AIC
12
Archer Investment Corporation
Indiana
$2.94M +$2.91M +97,478 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$2.73M +$2.71M +90,693 New
KAS
14
Kestra Advisory Services
Texas
$2.4M +$2.38M +79,648 New
BRWA
15
B. Riley Wealth Advisors
Florida
$2.34M +$2.32M +77,700 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.53M +$1.51M +50,748 New
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$1.28M +$1.26M +42,341 New
AAS
18
Avantax Advisory Services
Texas
$882K +$874K +29,285 New
Osaic Holdings
19
Osaic Holdings
Arizona
$859K +$851K +28,525 New
IWC
20
Integrated Wealth Concepts
Massachusetts
$857K +$849K +28,462 New
CWG
21
Crown Wealth Group
North Carolina
$826K +$818K +27,430 New
TLA
22
Tanglewood Legacy Advisors
Texas
$707K +$700K +23,470 New
IA
23
Insight Advisors
Pennsylvania
$662K +$656K +21,992 New
BOSSRA
24
B.O.S.S. Retirement Advisors
Utah
$657K +$650K +21,798 New
RJFSA
25
Raymond James Financial Services Advisors
Florida
$564K +$558K +18,710 New

GJUN Hedge Fund Activity: Q2 2023 in Review

54 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF June (GJUN) for Q2 2023, worth a combined $184M.

Buyers outnumbered sellers: 54 funds opened new GJUN positions and 0 closed out — a net gain of 54 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Summit Financial Wealth Advisors, opening a new position worth an estimated $47.2M.

  • 54 institutional investors held FT Vest US Equity Moderate Buffer ETF June (GJUN) as of Q2 2023, up from 0 in Q1 2023.
  • Funds reported $184M of FT Vest US Equity Moderate Buffer ETF June stock for Q2 2023.
  • 54 funds opened new FT Vest US Equity Moderate Buffer ETF June positions in Q2 2023 and 0 closed out, a net change of +54 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF June buyer in Q2 2023 was Summit Financial Wealth Advisors, an estimated $47.2M added.

Based on aggregated 13F filings for Q2 2023.