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FT Vest US Equity Deep Buffer ETF July

32 hedge funds and large institutions have $20M invested in FT Vest US Equity Deep Buffer ETF July in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

22.3% more ownership

Funds ownership: 96.12%118.42% (+22%)

13% more capital invested

Capital invested by funds: $17.7M → $20M (+$2.33M)

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

3% less funds holding

Funds holding: 3332 (-1)

Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$6.5M +$6.05M +190,201 +884%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.04M -$421K -13,226 -12%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.22M +$384K +12,077 +44%
LAS
4
Lloyd Advisory Services
Georgia
$1.2M +$1.24M +39,132 New
CA
5
Cetera Advisors
Colorado
$937K +$88.1K +2,770 +10%
CCFM
6
Clear Creek Financial Management
Washington
$683K +$174K +5,470 +33%
MWM
7
Meridian Wealth Management
Kentucky
$666K +$690K +21,699 New
OMC
8
Old Mission Capital
Illinois
$630K -$584K -18,378 -47%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$567K -$50.9K -1,600 -8%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$564K -$270K -8,500 -32%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$537K +$269K +8,450 +93%
CWS
12
Cypress Wealth Services
California
$465K
HI
13
Harbour Investments
Wisconsin
$462K +$479K +15,058 New
Wolverine Trading
14
Wolverine Trading
Illinois
$294K +$3.75K +118 +1%
WFA
15
WMG Financial Advisors
Tennessee
$255K
KAS
16
Kestra Advisory Services
Texas
$254K +$60.4K +1,900 +30%
1SB
17
1ST Source Bank
Indiana
$252K -$3.72K -117 -1%
T
18
TRUADVICE
Florida
$247K
EWM
19
EPG Wealth Management
Georgia
$236K -$38.2K -1,200 -13%
FIA
20
Foundations Investment Advisors
Arizona
$235K -$41.4K -1,302 -15%
AAS
21
Ameritas Advisory Services
Nebraska
$215K +$10.3K +325 +5%
APA
22
American Portfolios Advisors
New York
$197K -$41K -1,288 -17%
IA
23
IFP Advisors
Florida
$183K
SAM
24
Strategic Asset Management
Minnesota
$53K +$47.9K +1,505 +669%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$23K

DJUL Hedge Fund Activity: Q2 2022 in Review

32 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF July (DJUL) for Q2 2022, worth a combined $20M — up 13% from $17.7M a quarter earlier.

Fund positioning in DJUL was balanced in Q2 2022: 5 funds opened new positions, 5 closed out, 9 added to existing stakes and 8 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $6.05M. The largest seller was U.S. Capital Wealth Advisors, exiting entirely with an estimated $1.67M sold.

  • 32 institutional investors held FT Vest US Equity Deep Buffer ETF July (DJUL) as of Q2 2022, down from 33 in Q1 2022.
  • Funds reported $20M of FT Vest US Equity Deep Buffer ETF July stock for Q2 2022, up 13% quarter-over-quarter.
  • 5 funds opened new FT Vest US Equity Deep Buffer ETF July positions in Q2 2022 and 5 closed out, a net change of 0 holders.
  • The largest FT Vest US Equity Deep Buffer ETF July buyer in Q2 2022 was AE Wealth Management, an estimated $6.05M added.
  • The largest FT Vest US Equity Deep Buffer ETF July seller in Q2 2022 was U.S. Capital Wealth Advisors, an estimated $1.67M sold.

Based on aggregated 13F filings for Q2 2022.