FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June (XJUN) Institutional Ownership

$36.35
+0.03 (+0.08%)
(As of 04/29/2024 ET)

Institutional Ownership Changes (13F Filings) for FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June (BATS:XJUN)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$23.84M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$13.65M
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XJUN Institutional Buying and Selling by Quarter

FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2024 Blue Bell Private Wealth Management LLC26,971$977K0.2%-1.7%0.490%
4/16/2024 Cambridge Advisors Inc.20,898$757K0.2%-17.7%0.380%
2/16/2024Secured Retirement Advisors LLC13,563$476K0.5%N/A0.142%
2/16/2024Harbour Investments Inc.166,638$5.85M0.2%+26.4%1.741%
2/14/2024LM Advisors LLC135,334$4.76M0.9%N/A1.414%
2/14/2024Icon Wealth Advisors LLC14,885$523K0.1%N/A0.156%
2/13/2024Cetera Advisor Networks LLC121,953$4.28M0.0%-5.0%1.274%
2/12/2024Laidlaw Wealth Management LLC39,786$1.40M0.5%-8.4%0.416%
2/12/2024StoneX Group Inc.13,703$481K0.1%-8.6%0.143%
2/12/2024Steward Partners Investment Advisory LLC25,781$906K0.0%-1.3%0.269%
2/9/2024 Cambridge Investment Research Advisors Inc.112,572$3.96M0.0%-5.2%1.176%
2/8/2024First Heartland Consultants Inc.55,009$1.93M0.2%-71.5%0.575%
2/8/2024Kingsview Wealth Management LLC5,890$207K0.0%N/A0.062%
2/8/2024Janney Montgomery Scott LLC370,894$13.03M0.0%+3.5%3.876%
2/7/2024Avantax Advisory Services Inc.21,009$738K0.0%-25.5%0.220%
2/7/2024Cary Street Partners Investment Advisory LLC39,765$1.40M0.1%-66.5%0.416%
2/7/2024Principal Securities Inc.750$26K0.0%N/A0.008%
2/7/2024 Arlington Capital Management Inc.5,923$208K0.2%N/A0.062%
2/6/2024Lincoln National Corp27,319$960K0.0%-3.0%0.285%
2/5/2024Silver Oak Securities Incorporated11,482$403K0.1%+5.5%0.120%
2/2/2024Atria Wealth Solutions Inc.10,746$378K0.0%-41.5%0.112%
2/1/2024Millington Financial Advisors LLC8,720$306K0.2%+17.1%0.091%
1/26/2024Financial Guidance Group Inc.253,288$8.90M6.2%-3.3%2.647%
1/25/2024HBK Sorce Advisory LLC13,671$480K0.0%-11.6%0.143%
1/25/2024 Blue Bell Private Wealth Management LLC27,428$964K0.2%-4.4%0.287%
1/24/2024 Stratos Wealth Advisors LLC17,150$603K0.0%-77.0%0.179%
1/23/2024Crown Wealth Group LLC9,726$342K0.2%-13.1%0.102%
1/22/2024 Zimmermann Investment Management & Planning LLC12,023$422K0.2%-7.0%0.126%
1/18/2024 Bouchey Financial Group Ltd71,931$2.53M0.3%+7.1%0.752%
1/16/2024Wealthsource Partners LLC51,818$1.82M0.1%-4.2%0.541%
1/12/2024Mutual Advisors LLC134,649$4.73M0.2%-6.1%1.407%
1/12/2024Kraematon Investment Advisors Inc.73,571$2.59M2.8%-3.5%0.769%
1/11/2024 LexAurum Advisors LLC106,060$3.73M1.0%-2.8%1.108%
1/10/2024 City State Bank5,640$198K0.1%-47.5%0.059%
1/10/2024 Advance Capital Management Inc.7,058$248K0.0%-3.9%0.074%
11/13/2023Cary Street Partners Investment Advisory LLC118,625$3.93M0.2%+576.1%1.240%
11/8/2023Janney Montgomery Scott LLC358,280$11.87M0.0%+2.6%3.744%
10/30/2023 Blue Bell Private Wealth Management LLC28,681$950K0.3%-24.7%0.300%
10/13/2023Arkadios Wealth Advisors6,798$225K0.0%-4.5%0.071%
8/10/2023Cary Street Partners Investment Advisory LLC17,545$587K0.0%-49.4%0.183%
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8/2/20231776 Wealth LLC12,176$407K0.2%N/A0.127%
7/26/2023Janney Montgomery Scott LLC349,231$11.68M0.0%N/A8.028%
7/10/2023 City State Bank10,740$359K0.2%-57.9%0.247%
4/10/2023 City State Bank25,540$821K0.5%N/A0.489%
2/3/2023 Blue Bell Private Wealth Management LLC38,373$1.18M0.4%+17.7%0.000%
(Data available from 1/1/2016 forward)

XJUN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XJUN shares?

During the previous two years, 37 institutional investors and hedge funds held shares of FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June. The most heavily invested institutionals were Janney Montgomery Scott LLC ($13.03M), Commonwealth Equity Services LLC ($12.68M), Financial Guidance Group Inc. ($8.90M), Harbour Investments Inc. ($5.85M), LM Advisors LLC ($4.76M), Mutual Advisors LLC ($4.73M), and Cetera Advisor Networks LLC ($4.28M).Learn more on XJUN's institutional investors.

Which institutional investors have been buying FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June stock?

Of the 15 institutional investors that purchased FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Janney Montgomery Scott LLC ($370.89K), LM Advisors LLC ($135.33K), Cary Street Partners Investment Advisory LLC ($101.08K), Harbour Investments Inc. ($34.79K), City State Bank ($25.54K), Icon Wealth Advisors LLC ($14.89K), and Secured Retirement Advisors LLC ($13.56K).

How much institutional buying is happening at FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June?

Institutional investors have bought a total of 733,241 shares in the last 24 months. This purchase volume represents approximately $24.83M in transactions.

Which FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June major shareholders have been selling company stock?

Of the 25 institutional investors that sold FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Heartland Consultants Inc. ($137.83K), Cary Street Partners Investment Advisory LLC ($95.99K), Commonwealth Equity Services LLC ($82.40K), Stratos Wealth Advisors LLC ($57.51K), City State Bank ($19.90K), Blue Bell Private Wealth Management LLC ($11.14K), and Financial Guidance Group Inc. ($8.74K).

How much institutional selling is happening at FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June?

Institutional investors have sold a total of 472,983 shares in the last 24 months. This volume of shares sold represents approximately $16.64M in transactions.


This page (BATS:XJUN) was last updated on 4/30/2024 by MarketBeat.com Staff

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