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FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN

69 hedge funds and large institutions have $118M invested in FT Vest US Equity Enhance & Moderate Buffer ETF June in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

6% more funds holding

Funds holding: 65 → 69 (+4)

6% more capital invested

Capital invested by funds: $112M → $118M (+$6.81M)

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

3.97% less ownership

Funds ownership: 67.64% → 63.67% (-4%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
69
Holders Change
+4
Holders Change %
+6.15%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
9
Increased
21
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
+$5.77M
2
HI
Harbour Investments
Wisconsin
+$918K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$893K
4
OMC
Old Mission Capital
Illinois
+$564K
5
Jane Street
Jane Street
New York
+$479K

Top Sellers

Rank Fund Capital Flow
1
AWA
Authentikos Wealth Advisory
California
-$4.16M
2
UBS Group
UBS Group
Switzerland
-$964K
3
LA
LM Advisors
California
-$849K
4
SP
Sequent Planning
Nebraska
-$616K
5
MML Investors Services
MML Investors Services
Massachusetts
-$499K
Name Holding Trade Value Shares
Change 		Change in
Stake
ATPW
26
Ashton Thomas Private Wealth
Arizona
$838K +$111K +2,971 +16%
BW
27
Bison Wealth
Georgia
$820K -$45.4K -1,219 -5%
CA
28
Cambridge Advisors
Nebraska
$791K -$3.35K -90 -0.4%
SRA
29
Secured Retirement Advisors
Minnesota
$785K +$169K +4,536 +28%
CSPIA
30
Cary Street Partners Investment Advisory
Virginia
$739K +$50.3K +1,350 +7%
MML Investors Services
31
MML Investors Services
Massachusetts
$693K -$499K -13,393 -42%
1W
32
1776 Wealth
Georgia
$692K – – –
RFG
33
REAP Financial Group
Texas
$689K -$450K -12,081 -40%
DI
34
Diligent Investors
California
$602K +$74.5K +2,000 +14%
OMC
35
Old Mission Capital
Illinois
$576K +$564K +15,139 New
MFA
36
Millington Financial Advisors
Illinois
$563K +$240K +6,448 +77%
BCM
37
Brookstone Capital Management
Illinois
$554K -$85.6K -2,299 -14%
IWA
38
Icon Wealth Advisors
Texas
$519K – – –
Jane Street
39
Jane Street
New York
$489K +$479K +12,864 New
SAW
40
Signal Advisors Wealth
Michigan
$457K +$448K +12,018 New
FWM
41
Foguth Wealth Management
Michigan
$456K +$96.4K +2,587 +27%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$447K – – –
Citadel Advisors
43
Citadel Advisors
Florida
$391K -$33.6K -901 -8%
PP
44
PFS Partners
New Jersey
$342K +$222K +5,955 +197%
PAG
45
Private Advisory Group
Washington
$339K -$2.94K -79 -0.9%
IFG
46
Independent Financial Group
California
$328K – – –
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$325K -$19.9K -535 -6%
AWM
48
AE Wealth Management
Kansas
$312K -$35K -939 -10%
HSA
49
HBK Sorce Advisory
Pennsylvania
$306K +$3.72K +100 +1%
LWM
50
Lakeridge Wealth Management
Ohio
$293K – – –
1
2
3

XJUN Hedge Fund Activity: Q3 2024 in Review

69 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) for Q3 2024, worth a combined $118M — up 6.1% from $112M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new XJUN positions and 5 closed out — a net gain of 4 holders — while 21 added to existing stakes and 22 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $5.77M. The largest seller was Authentikos Wealth Advisory, exiting entirely with an estimated $4.16M sold.

  • 69 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) as of Q3 2024, up from 65 in Q2 2024.
  • Funds reported $118M of FT Vest US Equity Enhance & Moderate Buffer ETF June stock for Q3 2024, up 6.1% quarter-over-quarter.
  • 9 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF June positions in Q3 2024 and 5 closed out, a net change of +4 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF June buyer in Q3 2024 was Kestra Advisory Services, an estimated $5.77M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF June seller in Q3 2024 was Authentikos Wealth Advisory, an estimated $4.16M sold.

Based on aggregated 13F filings for Q3 2024.