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FT Vest US Equity Enhance & Moderate Buffer ETF June

23 hedge funds and large institutions have $48.4M invested in FT Vest US Equity Enhance & Moderate Buffer ETF June in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,477.39% more ownership

Funds ownership: 180.2%1,657.58% (+1,477%)

783% more capital invested

Capital invested by funds: $5.48M → $48.4M (+$42.9M)

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

188% more funds holding

Funds holding: 823 (+15)

Holders
23
Holders Change
+15
Holders Change %
+187.5%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
3
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$15M +$15.1M +509,307 New
FGG
2
Financial Guidance Group
Florida
$8.14M +$8.19M +275,744 New
Osaic Holdings
3
Osaic Holdings
Arizona
$5.95M +$5.74M +193,218 +2,305%
CAN
4
Cetera Advisor Networks
California
$5.05M +$5.08M +171,167 New
WP
5
WealthSource Partners
California
$2.13M +$2.15M +72,240 New
CA
6
Cetera Advisors
Colorado
$2.12M +$2.13M +71,792 New
CWG
7
Crown Wealth Group
North Carolina
$1.76M +$1.77M +59,617 New
TFS
8
TrustCore Financial Services
Tennessee
$1.57M +$1.28M +43,078 +427%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.41M +$966K +32,539 +215%
IA
10
IFP Advisors
Florida
$1.1M
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$777K +$781K +26,306 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$719K +$724K +24,370 New
CSPIA
13
Cary Street Partners Investment Advisory
Virginia
$497K +$500K +16,845 New
APA
14
American Portfolios Advisors
New York
$494K -$75.6K -2,545 -13%
MSFS
15
Main Street Financial Solutions
Pennsylvania
$322K +$324K +10,900 New
PAG
16
Private Advisory Group
Washington
$310K +$312K +10,502 New
BBPWM
17
Blue Bell Private Wealth Management
Pennsylvania
$307K +$309K +10,400 New
BFG
18
Bouchey Financial Group
New York
$275K +$276K +9,299 New
OIA
19
OneDigital Investment Advisors
Kansas
$221K +$223K +7,500 New
IF
20
Integrity Financial
Wyoming
$105K +$105K +3,546 New
PFGIA
21
Patriot Financial Group Insurance Agency
Massachusetts
$59K +$59.4K +2,000 New
SWM
22
Spire Wealth Management
Virginia
$37K +$37.2K +1,253 New
GSAM
23
Grant Street Asset Management
Pennsylvania
$543 +$546K +18,388 New
OMC
24
Old Mission Capital
Illinois
-$1.22M -39,904 Closed
Citadel Advisors
25
Citadel Advisors
Florida
-$814K -26,590 Closed

XJUN Hedge Fund Activity: Q2 2022 in Review

23 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) for Q2 2022, worth a combined $48.4M — up 783% from $5.48M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new XJUN positions and 3 closed out — a net gain of 15 holders — while 3 added to existing stakes and 1 trimmed.

The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $15.1M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.22M sold.

  • 23 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) as of Q2 2022, up from 8 in Q1 2022.
  • Funds reported $48.4M of FT Vest US Equity Enhance & Moderate Buffer ETF June stock for Q2 2022, up 783% quarter-over-quarter.
  • 18 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF June positions in Q2 2022 and 3 closed out, a net change of +15 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF June buyer in Q2 2022 was Commonwealth Equity Services, an estimated $15.1M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF June seller in Q2 2022 was Old Mission Capital, an estimated $1.22M sold.

Based on aggregated 13F filings for Q2 2022.