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FT Vest US Equity Enhance & Moderate Buffer ETF June

34 hedge funds and large institutions have $88.2M invested in FT Vest US Equity Enhance & Moderate Buffer ETF June in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,600% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 1

1,595.79% more ownership

Funds ownership: 1,657.58%3,253.37% (+1,596%)

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

82% more capital invested

Capital invested by funds: $48.4M → $88.2M (+$39.8M)

48% more funds holding

Funds holding: 2334 (+11)

Holders
34
Holders Change
+11
Holders Change %
+47.83%
% of All Funds
0.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
17
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$15.9M +$1.1M +36,266 +7%
Osaic Holdings
2
Osaic Holdings
Arizona
$13.7M +$8.14M +269,076 +133%
CA
3
Cetera Advisors
Colorado
$11.5M +$9.84M +325,474 +453%
FGG
4
Financial Guidance Group
Florida
$8.03M +$18.4K +610 +0.2%
CAN
5
Cetera Advisor Networks
California
$6.71M +$1.81M +59,724 +35%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$3.43M +$2.12M +70,255 +147%
IA
7
IFP Advisors
Florida
$3.38M +$2.32M +76,742 +206%
MWM
8
Maltin Wealth Management
New Jersey
$2.92M +$3.03M +100,308 New
WEG
9
World Equity Group
Illinois
$2.54M +$2.64M +87,445 New
WP
10
WealthSource Partners
California
$2.35M +$262K +8,665 +12%
BFG
11
Bouchey Financial Group
New York
$1.9M +$1.7M +56,189 +604%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.86M +$1.14M +37,750 +144%
CWG
13
Crown Wealth Group
North Carolina
$1.57M -$168K -5,559 -9%
TFS
14
TrustCore Financial Services
Tennessee
$1.54M
CSPIA
15
Cary Street Partners Investment Advisory
Virginia
$1.03M +$562K +18,598 +110%
GSAM
16
Grant Street Asset Management
Pennsylvania
$999K +$483K +15,974 +87%
BBPWM
17
Blue Bell Private Wealth Management
Pennsylvania
$947K +$671K +22,204 +214%
KAS
18
Kestra Advisory Services
Texas
$868K +$904K +29,880 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$829K +$862K +28,517 New
HSA
20
HBK Sorce Advisory
Pennsylvania
$751K +$781K +25,826 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$723K +$15.8K +524 +2%
ARC
22
Advisor Resource Council
Texas
$704K +$733K +24,225 New
SWA
23
Stratos Wealth Advisors
Ohio
$605K +$629K +20,814 New
LNC
24
Lincoln National Corp
Pennsylvania
$588K +$612K +20,222 New
APA
25
American Portfolios Advisors
New York
$526K +$41.5K +1,371 +8%

XJUN Hedge Fund Activity: Q3 2022 in Review

34 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) for Q3 2022, worth a combined $88.2M — up 82% from $48.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new XJUN positions and 2 closed out — a net gain of 11 holders — while 17 added to existing stakes and 1 trimmed.

The largest buyer was Cetera Advisors, adding an estimated $9.84M. The largest seller was Crown Wealth Group, cutting an estimated $168K.

  • 34 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) as of Q3 2022, up from 23 in Q2 2022.
  • Funds reported $88.2M of FT Vest US Equity Enhance & Moderate Buffer ETF June stock for Q3 2022, up 82% quarter-over-quarter.
  • 13 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF June positions in Q3 2022 and 2 closed out, a net change of +11 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF June buyer in Q3 2022 was Cetera Advisors, an estimated $9.84M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF June seller in Q3 2022 was Crown Wealth Group, an estimated $168K sold.

Based on aggregated 13F filings for Q3 2022.