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FT Vest US Equity Enhance & Moderate Buffer ETF June

43 hedge funds and large institutions have $114M invested in FT Vest US Equity Enhance & Moderate Buffer ETF June in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

29% more capital invested

Capital invested by funds: $88.2M → $114M (+$25.9M)

26% more funds holding

Funds holding: 3443 (+9)

3,180.95% less ownership

Funds ownership: 3,253.37%72.43% (-3,181%)

Holders
43
Holders Change
+9
Holders Change %
+26.47%
% of All Funds
0.69%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
12
Increased
16
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1
Cetera Advisors
Colorado
$18.6M +$6.32M +208,848 +53%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$17.3M +$535K +17,696 +3%
Osaic Holdings
3
Osaic Holdings
Arizona
$13M -$1.38M -45,572 -10%
FHC
4
First Heartland Consultants
Missouri
$9.34M +$2.47M +81,827 +37%
FGG
5
Financial Guidance Group
Florida
$8.16M -$303K -10,010 -4%
CAN
6
Cetera Advisor Networks
California
$7.79M +$702K +23,200 +10%
IA
7
IFP Advisors
Florida
$6.43M +$3.12M +103,007 +90%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.93M +$312K +10,305 +9%
MWM
9
Maltin Wealth Management
New Jersey
$3.47M +$393K +12,980 +13%
MFA
10
Millington Financial Advisors
Illinois
$3M +$2.96M +97,826 New
KAS
11
Kestra Advisory Services
Texas
$2.51M +$1.57M +52,012 +174%
GSAM
12
Grant Street Asset Management
Pennsylvania
$2.04M +$971K +32,113 +93%
HSA
13
HBK Sorce Advisory
Pennsylvania
$1.98M +$1.18M +38,892 +151%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.89M -$68.4K -2,261 -4%
TFS
15
TrustCore Financial Services
Tennessee
$1.64M +$13.8K +455 +0.9%
BFG
16
Bouchey Financial Group
New York
$1.44M -$559K -18,495 -28%
BBPWM
17
Blue Bell Private Wealth Management
Pennsylvania
$1.18M +$174K +5,769 +18%
CSPIA
18
Cary Street Partners Investment Advisory
Virginia
$1.08M -$2.57K -85 -0.2%
SWA
19
Stratos Wealth Advisors
Ohio
$948K +$306K +10,106 +49%
WP
20
WealthSource Partners
California
$923K -$1.54M -50,800 -63%
ARC
21
Advisor Resource Council
Texas
$888K +$144K +4,760 +20%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$789K +$26K +859 +3%
CF
23
Crosspoint Financial
California
$706K +$697K +23,050 New
CWG
24
Crown Wealth Group
North Carolina
$693K -$951K -31,454 -58%
CA
25
Cambridge Advisors
Nebraska
$555K +$4.54K +150 +0.8%

XJUN Hedge Fund Activity: Q4 2022 in Review

43 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) for Q4 2022, worth a combined $114M — up 29% from $88.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new XJUN positions and 2 closed out — a net gain of 10 holders — while 16 added to existing stakes and 12 trimmed.

The largest buyer was Cetera Advisors, adding an estimated $6.32M. The largest seller was World Equity Group, cutting an estimated $2.43M.

  • 43 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) as of Q4 2022, up from 34 in Q3 2022.
  • Funds reported $114M of FT Vest US Equity Enhance & Moderate Buffer ETF June stock for Q4 2022, up 29% quarter-over-quarter.
  • 12 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF June positions in Q4 2022 and 2 closed out, a net change of +10 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF June buyer in Q4 2022 was Cetera Advisors, an estimated $6.32M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF June seller in Q4 2022 was World Equity Group, an estimated $2.43M sold.

Based on aggregated 13F filings for Q4 2022.