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FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN

Overview Fund Activity

68 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
Holders
68
Holders Change
+4
Holders Change %
+6.25%
% of All Funds
0.98%
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

1
KAS
Kestra Advisory Services
Texas
$16.1M
2
HI
Harbour Investments
Wisconsin
$2.15M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$16.5M
4
OMC
Old Mission Capital
Illinois
$576K
5
Jane Street
Jane Street
New York
$489K

Top Sellers

1
AWA
Authentikos Wealth Advisory
California
$0
2
UBS Group
UBS Group
Switzerland
$52.4K
3
LA
LM Advisors
California
$2.95M
4
SP
Sequent Planning
Nebraska
$8.65M
5
MML Investors Services
MML Investors Services
Massachusetts
$693K
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFS
51
Main Street Financial Solutions
Pennsylvania
$279K – – –
GSAM
52
Grant Street Asset Management
Pennsylvania
$259K – – –
AWA
53
Arkadios Wealth Advisors
Georgia
$250K -$1.9K -50 -0.8%
CFGS
54
Concourse Financial Group Securities
Alabama
$218K +$64.9K +1,706 +42%
AWS
55
Atria Wealth Solutions
New York
$218K +$218K +5,725 New
SOS
56
Silver Oak Securities
Tennessee
$213K +$213K +5,619 New
OS
57
Objectivity Squared
South Carolina
$205K – – –
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$182K +$182K +4,796 New
Barclays
59
Barclays
United Kingdom
$162K +$162K +4,268 New
DFA
60
DHJJ Financial Advisors
Illinois
$147K -$7.61K -200 -5%
IF
61
Integrity Financial
Wyoming
$140K – – –
CA
62
Continuum Advisory
Idaho
$132K – – –
GEA
63
Glen Eagle Advisors
New Jersey
$114K – – –
ATS
64
Ashton Thomas Securities
New York
$74.6K +$74.6K +1,960 New
HNB
65
Huntington National Bank
Ohio
$71K – – –
UBS Group
66
UBS Group
Switzerland
$52.4K -$984K -25,880 -95%
PS
67
Principal Securities
Iowa
$28.5K – – –
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$19K -$15.4K -405 -45%
Bank of America
69
Bank of America
North Carolina
$1.64K +$1.64K +43 New
AWA
70
Authentikos Wealth Advisory
California
– -$4.16M -160,538 Closed
VCM
71
Virtue Capital Management
Tennessee
– -$394K -10,598 Closed
GS
72
GTS Securities
New York
– -$267K -7,262 Closed
CWG
73
Crown Wealth Group
North Carolina
– -$208K -5,648 Closed
TSS
74
Two Sigma Securities
New York
– -$204K -5,548 Closed
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