We are live on ! Find out more
XJUN icon

FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN

34 hedge funds and large institutions have $88.2M invested in FT Vest US Equity Enhance & Moderate Buffer ETF June in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,600% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 1

1,595.79% more ownership

Funds ownership: 1,657.58% → 3,253.37% (+1,596%)

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

82% more capital invested

Capital invested by funds: $48.4M → $88.2M (+$39.8M)

48% more funds holding

Funds holding: 23 → 34 (+11)

Holders
34
Holders Change
+11
Holders Change %
+47.83%
% of All Funds
0.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
17
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cetera Advisors
Colorado
+$9.84M
2
Osaic Holdings
Osaic Holdings
Arizona
+$8.14M
3
FHC
First Heartland Consultants
Missouri
+$6.74M
4
MWM
Maltin Wealth Management
New Jersey
+$3.03M
5
WEG
World Equity Group
Illinois
+$2.64M

Top Sellers

Rank Fund Capital Flow
1
CWG
Crown Wealth Group
North Carolina
-$168K
2
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
-$59K
3
SWM
Spire Wealth Management
Virginia
-$37K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
Cambridge Advisors
Nebraska
$522K +$543K +17,948 New
SOS
27
Silver Oak Securities
Tennessee
$360K +$329K +10,880 New
PAG
28
Private Advisory Group
Washington
$355K +$51.6K +1,705 +16%
MSFS
29
Main Street Financial Solutions
Pennsylvania
$317K – – –
OIA
30
OneDigital Investment Advisors
Kansas
$291K +$75.6K +2,500 +33%
BRWA
31
B. Riley Wealth Advisors
Florida
$252K +$262K +8,650 New
IF
32
Integrity Financial
Wyoming
$103K – – –
GEA
33
Glen Eagle Advisors
New Jersey
$96.5K +$100K +3,320 New
FHC
34
First Heartland Consultants
Missouri
$6.48K +$6.74M +222,943 New
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
– -$59K -2,000 Closed
SWM
36
Spire Wealth Management
Virginia
– -$37K -1,253 Closed
1
2

XJUN Hedge Fund Activity: Q3 2022 in Review

34 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) for Q3 2022, worth a combined $88.2M — up 82% from $48.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new XJUN positions and 2 closed out — a net gain of 11 holders — while 17 added to existing stakes and 1 trimmed.

The largest buyer was Cetera Advisors, adding an estimated $9.84M. The largest seller was Crown Wealth Group, cutting an estimated $168K.

  • 34 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) as of Q3 2022, up from 23 in Q2 2022.
  • Funds reported $88.2M of FT Vest US Equity Enhance & Moderate Buffer ETF June stock for Q3 2022, up 82% quarter-over-quarter.
  • 13 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF June positions in Q3 2022 and 2 closed out, a net change of +11 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF June buyer in Q3 2022 was Cetera Advisors, an estimated $9.84M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF June seller in Q3 2022 was Crown Wealth Group, an estimated $168K sold.

Based on aggregated 13F filings for Q3 2022.