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FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN

Overview Fund Activity

64 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
Holders
64
Holders Change
-11
Holders Change %
-14.67%
% of All Funds
0.93%
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

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$17.1M
2
HWM
2
HFG Wealth Management
Texas
$13.8M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$1.76M
4
TSS
4
Two Sigma Securities
New York
$431K
5
UBS Group
5
UBS Group
Switzerland
$296K

Top Sellers

1
FGG
1
Financial Guidance Group
Florida
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$15.1M
3
OMC
3
Old Mission Capital
Illinois
$1.19M
4
LA
4
LexAurum Advisors
Kansas
$0
5
KAS
5
Kestra Advisory Services
Texas
$9.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSAM
51
Grant Street Asset Management
Pennsylvania
$258K -$51.6K -1,426 -17%
AWA
52
Arkadios Wealth Advisors
Georgia
$241K -$5.36K -148 -2%
CWG
53
Crown Wealth Group
North Carolina
$229K -$123K -3,401 -35%
SPC
54
Sigma Planning Corp
Michigan
$229K +$229K +6,323 New
AWS
55
Atria Wealth Solutions
New York
$220K -$169K -4,670 -43%
KWM
56
Kingsview Wealth Management
Oregon
$213K – – –
CA
57
Continuum Advisory
Idaho
$167K +$167K +4,567 New
DFA
58
DHJJ Financial Advisors
Illinois
$147K – – –
CFGS
59
Concourse Financial Group Securities
Alabama
$146K – – –
IF
60
Integrity Financial
Wyoming
$128K – – –
GEA
61
Glen Eagle Advisors
New Jersey
$109K – – –
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$33K -$180K -4,937 -85%
PS
63
Principal Securities
Iowa
$27.2K – – –
FGAM
64
Financial Gravity Asset Management
Texas
$7.13K +$3.57K +100 +100%
FGG
65
Financial Guidance Group
Florida
– -$8.9M -253,288 Closed
LA
66
LexAurum Advisors
Kansas
– -$3.73M -106,060 Closed
KIA
67
Kraematon Investment Advisors
Massachusetts
– -$2.58M -73,571 Closed
SWA
68
Stratos Wealth Advisors
Ohio
– -$603K -17,150 Closed
PP
69
PFS Partners
New Jersey
– -$582K -16,575 Closed
ZIMP
70
Zimmermann Investment Management & Planning
Pennsylvania
– -$422K -12,023 Closed
Wolverine Trading
71
Wolverine Trading
Illinois
– -$352K -10,025 Closed
BTWM
72
Baker Tilly Wealth Management
Wisconsin
– -$299K -8,500 Closed
WAP
73
Wealthcare Advisory Partners
Pennsylvania
– -$291K -8,293 Closed
ACM
74
Advance Capital Management
Michigan
– -$248K -7,058 Closed
ACM
75
Arlington Capital Management
Illinois
– -$208K -5,923 Closed
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