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FT Vest US Equity Deep Buffer ETF July

112 hedge funds and large institutions have $213M invested in FT Vest US Equity Deep Buffer ETF July in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 16 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

11% more funds holding

Funds holding: 101112 (+11)

8% more capital invested

Capital invested by funds: $197M → $213M (+$16M)

6.57% more ownership

Funds ownership: 53.83%60.4% (+6.6%)

59% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 39

Holders
112
Holders Change
+11
Holders Change %
+10.89%
% of All Funds
1.48%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
22
Increased
16
Reduced
39
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
51
Old Mission Capital
Illinois
$549K +$549K +13,084 New
Wells Fargo
52
Wells Fargo
California
$548K +$548K +13,060 New
EWM
53
EPG Wealth Management
Georgia
$546K
AWA
54
Arkadios Wealth Advisors
Georgia
$546K +$545K +13,000 New
FHC
55
First Heartland Consultants
Missouri
$536K -$131K -3,136 -20%
MA
56
Mutual Advisors
Nebraska
$531K -$62.8K -1,498 -11%
Mariner
57
Mariner
Kansas
$496K +$24.9K +595 +5%
SAMC
58
Spectrum Asset Management (California)
California
$461K
Wolverine Trading
59
Wolverine Trading
Illinois
$455K +$453K +10,797 New
TC
60
TownSquare Capital
Utah
$436K +$3.06K +73 +0.7%
TLA
61
Tanglewood Legacy Advisors
Texas
$435K
CAC
62
Certified Advisory Corp
Florida
$420K
Northern Trust
63
Northern Trust
Illinois
$400K +$399K +9,520 New
CFCI
64
Comprehensive Financial Consultants Institutional
Indiana
$392K -$29.7K -708 -7%
SB
65
Strategic Blueprint
Georgia
$386K -$143K -3,417 -27%
LI
66
LVZ Inc
Michigan
$363K
SI
67
Stephens Inc
Arkansas
$360K
BFG
68
Bouchey Financial Group
New York
$359K -$60.5K -1,442 -14%
CF
69
Centaurus Financial
California
$359K +$24.7K +589 +7%
AWS
70
Atria Wealth Solutions
New York
$334K +$17.2K +410 +5%
Envestnet Portfolio Solutions
71
Envestnet Portfolio Solutions
Illinois
$334K +$17.2K +410 +5%
ACMA
72
Arbor Capital Management (Alaska)
Alaska
$321K -$32.4K -772 -9%
KWS
73
Keystone Wealth Services
California
$309K -$69.1K -1,648 -18%
SWM
74
Schwallier Wealth Management
Michigan
$295K -$105K -2,500 -26%
BCI
75
Brinker Capital Investments
Pennsylvania
$286K -$503 -12 -0.2%

DJUL Hedge Fund Activity: Q4 2024 in Review

112 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF July (DJUL) for Q4 2024, worth a combined $213M — up 8.1% from $197M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DJUL positions and 8 closed out — a net gain of 14 holders — while 16 added to existing stakes and 39 trimmed.

The largest buyer was Foguth Wealth Management, adding an estimated $3.86M. The largest seller was Osaic Holdings, cutting an estimated $15.4M.

  • 112 institutional investors held FT Vest US Equity Deep Buffer ETF July (DJUL) as of Q4 2024, up from 101 in Q3 2024.
  • Funds reported $213M of FT Vest US Equity Deep Buffer ETF July stock for Q4 2024, up 8.1% quarter-over-quarter.
  • 22 funds opened new FT Vest US Equity Deep Buffer ETF July positions in Q4 2024 and 8 closed out, a net change of +14 holders.
  • The largest FT Vest US Equity Deep Buffer ETF July buyer in Q4 2024 was Foguth Wealth Management, an estimated $3.86M added.
  • The largest FT Vest US Equity Deep Buffer ETF July seller in Q4 2024 was Osaic Holdings, an estimated $15.4M sold.

Based on aggregated 13F filings for Q4 2024.