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FT Vest US Equity Deep Buffer ETF July

33 hedge funds and large institutions have $18.9M invested in FT Vest US Equity Deep Buffer ETF July in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 2 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

18% more funds holding

Funds holding: 2833 (+5)

1% more capital invested

Capital invested by funds: $18.7M → $18.9M (+$233K)

3.67% less ownership

Funds ownership: 103.89%100.22% (-3.7%)

82% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 11

Holders
33
Holders Change
+5
Holders Change %
+17.86%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
2
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$3.89M -$64.3K -1,932 -2%
USCWA
2
U.S. Capital Wealth Advisors
Texas
$1.82M
WP
3
WealthPLAN Partners
Nebraska
$1.61M -$60.9K -1,829 -4%
MFG
4
Mission Financial Group
Nevada
$1.32M +$925K +27,780 New
IWC
5
Integrated Wealth Concepts
Massachusetts
$1.03M -$30.4K -912 -3%
SCM
6
Southport Capital Management
Tennessee
$966K -$130K -3,912 -12%
Osaic Holdings
7
Osaic Holdings
Arizona
$919K
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$874K +$9.99K +300 +1%
CA
9
Cetera Advisors
Colorado
$739K -$9.69K -291 -1%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$693K -$8.19K -246 -1%
HI
11
Harbour Investments
Wisconsin
$644K
AWM
12
AE Wealth Management
Kansas
$555K +$172K +5,173 +46%
CWS
13
Cypress Wealth Services
California
$511K
AWM
14
Apollon Wealth Management
South Carolina
$423K +$418K +12,550 New
APA
15
American Portfolios Advisors
New York
$379K -$732 -22 -0.2%
Citadel Advisors
16
Citadel Advisors
Florida
$319K +$315K +9,465 New
FIA
17
Foundations Investment Advisors
Arizona
$302K -$352K -10,583 -54%
1SB
18
1ST Source Bank
Indiana
$281K
WFA
19
WMG Financial Advisors
Tennessee
$280K +$277K +8,324 New
T
20
TRUADVICE
Florida
$260K
EWM
21
EPG Wealth Management
Georgia
$259K
KAS
22
Kestra Advisory Services
Texas
$226K
AAS
23
Ameritas Advisory Services
Nebraska
$225K +$223K +6,688 New
MA
24
Mutual Advisors
Nebraska
$221K -$33.3K -1,000 -13%
UBS Group
25
UBS Group
Switzerland
$34K -$6.26K -188 -16%

DJUL Hedge Fund Activity: Q4 2021 in Review

33 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF July (DJUL) for Q4 2021, worth a combined $18.9M — up 1.2% from $18.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DJUL positions and 3 closed out — a net gain of 5 holders — while 2 added to existing stakes and 11 trimmed.

The largest buyer was Apollon Wealth Management, opening a new position worth an estimated $418K. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.54M sold.

  • 33 institutional investors held FT Vest US Equity Deep Buffer ETF July (DJUL) as of Q4 2021, up from 28 in Q3 2021.
  • Funds reported $18.9M of FT Vest US Equity Deep Buffer ETF July stock for Q4 2021, up 1.2% quarter-over-quarter.
  • 8 funds opened new FT Vest US Equity Deep Buffer ETF July positions in Q4 2021 and 3 closed out, a net change of +5 holders.
  • The largest FT Vest US Equity Deep Buffer ETF July buyer in Q4 2021 was Apollon Wealth Management, an estimated $418K added.
  • The largest FT Vest US Equity Deep Buffer ETF July seller in Q4 2021 was Old Mission Capital, an estimated $1.54M sold.

Based on aggregated 13F filings for Q4 2021.