DJUL icon

FT Vest US Equity Deep Buffer ETF July
DJUL

Overview Fund Activity

101 hedge funds and large institutions have $197M invested in FT Vest US Equity Deep Buffer ETF July in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 41 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+22
Holders Change %
+27.85%
% of All Funds
1.46%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
32
Increased
41
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$11.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.86M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$6.59M
4
RJA
Raymond James & Associates
Florida
+$6.32M
5
Truist Financial
Truist Financial
North Carolina
+$5.32M

Top Sellers

1
FHC
First Heartland Consultants
Missouri
-$6.5M
2
Jane Street
Jane Street
New York
-$1.56M
3
HF
HRT Financial
New York
-$1.06M
4
CWS
Cypress Wealth Services
California
-$603K
5
SMG
Smart Money Group
Texas
-$577K
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$1.18M +$703K +16,978 +148%
FS
27
Ferguson Shapiro
Georgia
$1.05M +$1.05M +25,413 New
CCFM
28
Clear Creek Financial Management
Washington
$1.02M +$199K +4,795 +24%
CA
29
Claro Advisors
Massachusetts
$942K +$4.14K +100 +0.4%
LCM
30
Lunt Capital Management
Utah
$935K +$935K +22,576 New
SOS
31
Silver Oak Securities
Tennessee
$932K +$932K +22,576 New
BFG
32
Beacon Financial Group
Texas
$904K +$904K +21,836 New
IF
33
Integrity Financial
Wyoming
$898K +$547K +13,221 +156%
HI
34
Harbour Investments
Wisconsin
$849K -$423K -10,221 -33%
PWPS
35
Pinnacle Wealth Planning Services
Ohio
$839K -$76K -1,835 -8%
SP
36
Sequent Planning
Nebraska
$810K +$512K +12,373 +172%
HighTower Advisors
37
HighTower Advisors
Illinois
$810K -$154K -3,712 -16%
IA
38
IFP Advisors
Florida
$769K -$156K -3,756 -17%
Citadel Advisors
39
Citadel Advisors
Florida
$741K +$741K +17,892 New
AAS
40
Avantax Advisory Services
Texas
$723K -$252K -6,096 -26%
SW
41
SMART Wealth
Nebraska
$700K +$174K +4,200 +33%
NA
42
NewEdge Advisors
Louisiana
$692K – – –
FCA
43
FinTrust Capital Advisors
South Carolina
$689K +$424K +10,250 +160%
FHC
44
First Heartland Consultants
Missouri
$658K -$6.5M -156,992 -91%
MA
45
Mutual Advisors
Nebraska
$584K +$82.6K +1,989 +16%
PCG
46
Prosperity Consulting Group
Maryland
$563K +$39.6K +956 +8%
EWM
47
EPG Wealth Management
Georgia
$538K +$538K +13,000 New
SB
48
Strategic Blueprint
Georgia
$522K +$76.4K +1,846 +17%
Mariner
49
Mariner
Kansas
$464K +$331 +8 +0.1%
SAMC
50
Spectrum Asset Management (California)
California
$454K +$454K +10,970 New
1
2
3 4 5