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FT Vest Growth-100 Buffer ETF June

40 hedge funds and large institutions have $55.2M invested in FT Vest Growth-100 Buffer ETF June in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

2% less funds holding

Funds holding: 4140 (-1)

18% less capital invested

Capital invested by funds: $67.2M → $55.2M (-$11.9M)

22.65% less ownership

Funds ownership: 81.16%58.51% (-23%)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
16
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$5.81M -$12.2M -676,279 -67%
FHC
2
First Heartland Consultants
Missouri
$4.99M +$67.7K +3,756 +1%
Truist Financial
3
Truist Financial
North Carolina
$4.8M +$60.6K +3,361 +1%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$4.69M -$151K -8,392 -3%
FGG
5
Financial Guidance Group
Florida
$4.65M -$31K -1,718 -0.6%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.44M -$451K -25,004 -11%
IA
7
IFP Advisors
Florida
$3.24M +$2.88M +159,683 +6,729%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.05M +$1.48M +82,088 +90%
AWM
9
AE Wealth Management
Kansas
$2.92M +$1.15M +64,080 +63%
SW
10
SMART Wealth
Nebraska
$2.54M +$2.59M +143,679 New
VBFP
11
Valtinson Bruner Financial Planning
Minnesota
$2.26M +$43.8K +2,429 +2%
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$1.35M +$79K +4,386 +6%
OMC
13
Old Mission Capital
Illinois
$1.35M +$965K +53,570 +235%
HI
14
Harbour Investments
Wisconsin
$1.13M +$45.9K +2,549 +4%
OBWG
15
Onyx Bridge Wealth Group
New York
$882K +$68.2K +3,784 +8%
Jane Street
16
Jane Street
New York
$801K +$817K +45,322 New
CA
17
Cetera Advisors
Colorado
$747K -$1.18M -65,229 -61%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$707K +$2.29K +127 +0.3%
MSFS
19
Main Street Financial Solutions
Pennsylvania
$596K -$483K -26,790 -44%
SPIA
20
Steward Partners Investment Advisory
New York
$584K
LNC
21
Lincoln National Corp
Pennsylvania
$542K -$33.1K -1,839 -6%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$478K +$220K +12,221 +82%
CWS
23
Cypress Wealth Services
California
$429K
Citadel Advisors
24
Citadel Advisors
Florida
$400K -$111K -6,147 -21%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$321K

QJUN Hedge Fund Activity: Q4 2022 in Review

40 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FT Vest Growth-100 Buffer ETF June (QJUN) for Q4 2022, worth a combined $55.2M — down 18% from $67.2M a quarter earlier.

Fund positioning in QJUN was balanced in Q4 2022: 6 funds opened new positions, 6 closed out, 16 added to existing stakes and 10 trimmed.

The largest buyer was IFP Advisors, adding an estimated $2.88M. The largest seller was Kestra Advisory Services, cutting an estimated $12.2M.

  • 40 institutional investors held FT Vest Growth-100 Buffer ETF June (QJUN) as of Q4 2022, down from 41 in Q3 2022.
  • Funds reported $55.2M of FT Vest Growth-100 Buffer ETF June stock for Q4 2022, down 18% quarter-over-quarter.
  • 6 funds opened new FT Vest Growth-100 Buffer ETF June positions in Q4 2022 and 6 closed out, a net change of 0 holders.
  • The largest FT Vest Growth-100 Buffer ETF June buyer in Q4 2022 was IFP Advisors, an estimated $2.88M added.
  • The largest FT Vest Growth-100 Buffer ETF June seller in Q4 2022 was Kestra Advisory Services, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2022.