XJUN · FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June ETF
$45.36
-0.04 (-0.08%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $6,903,619
Total Shares: 163,589
Institutional Ownership Trend
8 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2023Top Holder
100.0%
+75.5 pts
Top 5
100.0%
+21.5 pts
Top 10
100.0%
+7.0 pts
HHI
10,000
Highly concentrated+8,499
Quarterly Activity
vs Mar 31, 2023
New
1
Increased
0
Decreased
0
Sold Out
27
Unchanged
0
Holder count:
-26
Institutional value:
-91.2%
Shares held:
-93.4%
Top New Positions
vs Mar 31, 2023| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small Legacy Edge Advisors, LLC | 163,589 | $6,903,619 |
Top Sold-Out Positions
vs Mar 31, 2023| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid Cetera Advisors LLC | 596,851 | $19,183,387 | |
| Large COMMONWEALTH EQUITY SERVICES, LLC | 484,183 | $15,562,125 | |
| Large OSAIC HOLDINGS, INC. | 427,905 | $13,753,290 | |
| Mid Cetera Advisor Networks LLC | 255,004 | $8,196,083 | |
| Large Cetera Investment Advisers | 152,543 | $4,902,884 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small Legacy Edge Advisors, LLC XJUN | $6,903,619 | 100.00% | 163,589 | Shares | 2026-08-26 |