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FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN

65 hedge funds and large institutions have $154M invested in FT Vest US Equity Enhance & Moderate Buffer ETF June in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.11% more ownership

Funds ownership: 64.8% → 71.91% (+7.1%)

14% less funds holding

Funds holding: 76 → 65 (-11)

17% less capital invested

Capital invested by funds: $186M → $154M (-$31.4M)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

67% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 36

71% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 14

Holders
65
Holders Change
-11
Holders Change %
-14.47%
% of All Funds
0.94%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
4
Increased
12
Reduced
36
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$13.4M
2
HWM
HFG Wealth Management
Texas
+$891K
3
MML Investors Services
MML Investors Services
Massachusetts
+$489K
4
TSS
Two Sigma Securities
New York
+$425K
5
UBS Group
UBS Group
Switzerland
+$273K

Top Sellers

Rank Fund Capital Flow
1
FGG
Financial Guidance Group
Florida
-$8.9M
2
Osaic Holdings
Osaic Holdings
Arizona
-$4.62M
3
OMC
Old Mission Capital
Illinois
-$3.74M
4
LA
LexAurum Advisors
Kansas
-$3.73M
5
KAS
Kestra Advisory Services
Texas
-$3.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$897K -$35.7K -1,001 -4%
CF
27
Crosspoint Financial
California
$835K – – –
BW
28
Bison Wealth
Georgia
$825K +$28.4K +794 +4%
CPIG
29
Chicago Partners Investment Group
Illinois
$809K – – –
AAS
30
Avantax Advisory Services
Texas
$769K +$8.61K +241 +1%
FPWM
31
FSB Premier Wealth Management
Iowa
$759K – – –
CA
32
Cambridge Advisors
Nebraska
$757K -$161K -4,500 -18%
Citadel Advisors
33
Citadel Advisors
Florida
$733K +$142K +3,986 +25%
1W
34
1776 Wealth
Georgia
$658K – – –
CSPIA
35
Cary Street Partners Investment Advisory
Virginia
$655K -$774K -21,686 -55%
SRA
36
Secured Retirement Advisors
Minnesota
$588K +$96K +2,689 +20%
Jane Street
37
Jane Street
New York
$539K -$426K -11,931 -44%
IWA
38
Icon Wealth Advisors
Texas
$522K -$17K -477 -3%
TSS
39
Two Sigma Securities
New York
$431K +$425K +11,892 New
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$426K – – –
LPL Financial
41
LPL Financial
California
$408K -$75K -2,101 -16%
SOS
42
Silver Oak Securities
Tennessee
$394K -$21.5K -602 -5%
PAG
43
Private Advisory Group
Washington
$369K +$11.3K +316 +3%
VCM
44
Virtue Capital Management
Tennessee
$367K +$6.61K +185 +2%
MFA
45
Millington Financial Advisors
Illinois
$312K -$3.57K -100 -1%
AWM
46
AE Wealth Management
Kansas
$312K -$1M -28,044 -77%
UBS Group
47
UBS Group
Switzerland
$296K +$273K +7,653 +1,475%
LWM
48
Lakeridge Wealth Management
Ohio
$279K – – –
IFG
49
Independent Financial Group
California
$275K – – –
MSFS
50
Main Street Financial Solutions
Pennsylvania
$266K -$51.8K -1,450 -16%
1
2
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XJUN Hedge Fund Activity: Q1 2024 in Review

65 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) for Q1 2024, worth a combined $154M — down 17% from $186M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of XJUN and 4 opened new positions — a net loss of 10 holders — while 36 trimmed existing stakes and 12 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $13.4M. The largest seller was Financial Guidance Group, exiting entirely with an estimated $8.9M sold.

  • 65 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) as of Q1 2024, down from 76 in Q4 2023.
  • Funds reported $154M of FT Vest US Equity Enhance & Moderate Buffer ETF June stock for Q1 2024, down 17% quarter-over-quarter.
  • 4 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF June positions in Q1 2024 and 14 closed out, a net change of -10 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF June buyer in Q1 2024 was Cetera Investment Advisers, an estimated $13.4M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF June seller in Q1 2024 was Financial Guidance Group, an estimated $8.9M sold.

Based on aggregated 13F filings for Q1 2024.