Brookstone Capital Management Increases Stake in FT Vest U.S. Equity Buffer ETF – June

Brookstone Capital Management has expanded its investment in the FT Vest U.S. Equity Buffer ETF – June (BATS:FJUN) by 40.0% as reported in its latest Form 13F submission to the Securities and Exchange Commission. Following this move, the fund now holds 15,514 shares of the ETF, having purchased an additional 4,434 shares during the third quarter. As of the latest filing, these holdings amount to a value of approximately $784,000.

Other investment firms have also adjusted their stakes in the FT Vest U.S. Equity Buffer ETF – June. For instance, Park Avenue Securities LLC established a new position in the ETF in the third quarter, estimated at around $253,000. In addition, Centaurus Financial Inc. significantly increased its holdings by 521.4% during the second quarter, now owning 14,113 shares valued at $683,000 after acquiring an extra 11,842 shares. Similarly, Cetera Investment Advisers raised its position by 20.3% in the second quarter, with ownership of 270,183 shares now estimated at $13,077,000 after purchasing an additional 45,555 shares. B. Riley Wealth Advisors Inc. also enhanced its investment by 11.9%, adding 1,454 shares to own a total of 13,651 shares valued at $661,000. Lastly, Insigneo Advisory Services LLC entered a new position in the ETF worth about $215,000 in the second quarter.

Performance of FT Vest U.S. Equity Buffer ETF – June

The FJUN ETF opened trading at $50.70 on the recent Friday. Its fifty-day simple moving average stands at $49.34 while the 200-day average is at $48.28. The ETF has a market capitalization of $663.16 million, a price-to-earnings ratio of 25.29, and a beta of 0.70, indicating its lower volatility compared to the market.

Overview of FT Vest U.S. Equity Buffer ETF – June

The FT Cboe Vest U.S. Equity Buffer ETF – June (FJUN) is an exchange-traded fund primarily invested in large-cap equity. The fund is designed to offer specific buffered losses and capped gains on the SPY index over a defined holding period. FJUN is actively managed and utilizes options and collateral to achieve its investment objectives. This ETF was officially launched on June 19, 2020, and is managed by First Trust.

Additional Resources

For those interested in tracking other hedge fund holdings related to FJUN, there are resources available that provide the latest 13F filings and insider trading information for the FT Vest U.S. Equity Buffer ETF – June.

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