We are live on ! Find out more
DJUL icon

FT Vest US Equity Deep Buffer ETF July

33 hedge funds and large institutions have $17.7M invested in FT Vest US Equity Deep Buffer ETF July in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

0% more funds holding

Funds holding: 3333 (0)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

4.1% less ownership

Funds ownership: 100.22%96.12% (-4.1%)

7% less capital invested

Capital invested by funds: $18.9M → $17.7M (-$1.27M)

Holders
33
Holders Change
Holders Change %
0%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$3.75M -$111K -3,348 -3%
USCWA
2
U.S. Capital Wealth Advisors
Texas
$1.67M -$129K -3,915 -7%
OMC
3
Old Mission Capital
Illinois
$1.3M +$1.29M +38,915 New
Citadel Advisors
4
Citadel Advisors
Florida
$1.18M +$851K +25,740 +272%
CA
5
Cetera Advisors
Colorado
$929K +$194K +5,852 +27%
Osaic Holdings
6
Osaic Holdings
Arizona
$923K +$10.6K +319 +1%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$899K +$30.5K +923 +4%
SCM
8
Southport Capital Management
Tennessee
$818K -$139K -4,211 -15%
AWM
9
AE Wealth Management
Kansas
$720K +$167K +5,054 +31%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$671K -$16.5K -500 -2%
CCFM
11
Clear Creek Financial Management
Washington
$562K +$556K +16,806 New
CWS
12
Cypress Wealth Services
California
$507K
SOS
13
Silver Oak Securities
Tennessee
$376K +$374K +11,300 New
AWS
14
Atria Wealth Solutions
New York
$353K +$340K +10,282 New
Wolverine Trading
15
Wolverine Trading
Illinois
$318K +$313K +9,471 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$303K +$299K +9,050 New
EWM
17
EPG Wealth Management
Georgia
$298K +$39.7K +1,200 +16%
FIA
18
Foundations Investment Advisors
Arizona
$296K
1SB
19
1ST Source Bank
Indiana
$279K
WFA
20
WMG Financial Advisors
Tennessee
$278K
APA
21
American Portfolios Advisors
New York
$258K -$118K -3,555 -32%
T
22
TRUADVICE
Florida
$250K
AAS
23
Ameritas Advisory Services
Nebraska
$224K
KAS
24
Kestra Advisory Services
Texas
$213K -$10.4K -315 -5%
IA
25
IFP Advisors
Florida
$183K +$169K +5,110 +565%

DJUL Hedge Fund Activity: Q1 2022 in Review

33 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF July (DJUL) for Q1 2022, worth a combined $17.7M — down 6.7% from $18.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DJUL positions and 5 closed out — a net gain of 2 holders — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $1.29M. The largest seller was WealthPLAN Partners, exiting entirely with an estimated $1.61M sold.

  • 33 institutional investors held FT Vest US Equity Deep Buffer ETF July (DJUL) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $17.7M of FT Vest US Equity Deep Buffer ETF July stock for Q1 2022, down 6.7% quarter-over-quarter.
  • 7 funds opened new FT Vest US Equity Deep Buffer ETF July positions in Q1 2022 and 5 closed out, a net change of +2 holders.
  • The largest FT Vest US Equity Deep Buffer ETF July buyer in Q1 2022 was Old Mission Capital, an estimated $1.29M added.
  • The largest FT Vest US Equity Deep Buffer ETF July seller in Q1 2022 was WealthPLAN Partners, an estimated $1.61M sold.

Based on aggregated 13F filings for Q1 2022.