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FT Vest US Equity Deep Buffer ETF July

28 hedge funds and large institutions have $18.7M invested in FT Vest US Equity Deep Buffer ETF July in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 2

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

173% more capital invested

Capital invested by funds: $6.84M → $18.7M (+$11.9M)

115% more funds holding

Funds holding: 1328 (+15)

65.72% more ownership

Funds ownership: 38.17%103.89% (+66%)

Holders
28
Holders Change
+15
Holders Change %
+115.38%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
7
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$3.83M +$3.51M +106,925 +1,015%
USCWA
2
U.S. Capital Wealth Advisors
Texas
$1.76M +$1.77M +53,901 New
WP
3
WealthPLAN Partners
Nebraska
$1.68M +$1.65M +50,274 New
OMC
4
Old Mission Capital
Illinois
$1.54M +$542K +16,486 +54%
SCM
5
Southport Capital Management
Tennessee
$1.06M +$1.07M +32,562 New
IWC
6
Integrated Wealth Concepts
Massachusetts
$1.03M +$1.04M +31,605 New
Osaic Holdings
7
Osaic Holdings
Arizona
$889K +$492K +14,975 +122%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$837K +$585K +17,818 +228%
CA
9
Cetera Advisors
Colorado
$725K +$169K +5,136 +30%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$679K +$432K +13,157 +172%
FIA
11
Foundations Investment Advisors
Arizona
$639K +$643K +19,561 New
HI
12
Harbour Investments
Wisconsin
$624K +$628K +19,111 New
CWS
13
Cypress Wealth Services
California
$495K +$498K +15,163 New
3LCM
14
3D/L Capital Management
Connecticut
$462K +$465K +14,148 New
APA
15
American Portfolios Advisors
New York
$368K +$371K +11,283 New
AWM
16
AE Wealth Management
Kansas
$368K +$371K +11,289 New
1SB
17
1ST Source Bank
Indiana
$272K +$274K +8,343 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$263K +$15.7K +477 +6%
T
19
TRUADVICE
Florida
$262K -$1.11M -33,938 -81%
EWM
20
EPG Wealth Management
Georgia
$251K +$253K +7,700 New
MA
21
Mutual Advisors
Nebraska
$247K +$248K +7,560 New
KAS
22
Kestra Advisory Services
Texas
$219K +$220K +6,695 New
IA
23
IFP Advisors
Florida
$71K +$71.9K +2,190 New
UBS Group
24
UBS Group
Switzerland
$39K -$152K -4,636 -79%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$24K +$24.6K +750 New

DJUL Hedge Fund Activity: Q3 2021 in Review

28 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF July (DJUL) for Q3 2021, worth a combined $18.7M — up 173% from $6.84M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DJUL positions and 2 closed out — a net gain of 16 holders — while 7 added to existing stakes and 2 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $3.51M. The largest seller was TRUADVICE, cutting an estimated $1.11M.

  • 28 institutional investors held FT Vest US Equity Deep Buffer ETF July (DJUL) as of Q3 2021, up from 13 in Q2 2021.
  • Funds reported $18.7M of FT Vest US Equity Deep Buffer ETF July stock for Q3 2021, up 173% quarter-over-quarter.
  • 18 funds opened new FT Vest US Equity Deep Buffer ETF July positions in Q3 2021 and 2 closed out, a net change of +16 holders.
  • The largest FT Vest US Equity Deep Buffer ETF July buyer in Q3 2021 was Commonwealth Equity Services, an estimated $3.51M added.
  • The largest FT Vest US Equity Deep Buffer ETF July seller in Q3 2021 was TRUADVICE, an estimated $1.11M sold.

Based on aggregated 13F filings for Q3 2021.