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FT Vest US Equity Deep Buffer ETF July

41 hedge funds and large institutions have $39.3M invested in FT Vest US Equity Deep Buffer ETF July in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 4

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

122.03% more ownership

Funds ownership: 118.42%240.44% (+122%)

97% more capital invested

Capital invested by funds: $20M → $39.3M (+$19.3M)

28% more funds holding

Funds holding: 3241 (+9)

Holders
41
Holders Change
+9
Holders Change %
+28.13%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
11
Reduced
4
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$9.1M +$8.96M +288,372 +1,561%
AWM
2
AE Wealth Management
Kansas
$8.71M +$2.55M +82,145 +39%
Osaic Holdings
3
Osaic Holdings
Arizona
$4.54M +$3.53M +113,542 +286%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$2.09M +$1.62M +52,245 +284%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.75M -$1.24M -39,970 -40%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.72M +$1.26M +40,555 +232%
CW
7
CreativeOne Wealth
Kansas
$1.27M +$1.33M +42,703 New
CA
8
Cetera Advisors
Colorado
$891K -$15.4K -496 -2%
AAS
9
Ameritas Advisory Services
Nebraska
$885K +$710K +22,836 +326%
IA
10
IFP Advisors
Florida
$791K +$621K +19,981 +332%
CCFM
11
Clear Creek Financial Management
Washington
$699K +$40.1K +1,291 +6%
SCA
12
Sage Capital Advisors
South Dakota
$592K +$620K +19,968 New
GM
13
GeoWealth Management
Illinois
$547K +$573K +18,443 New
SB
14
Strategic Blueprint
Georgia
$512K +$537K +17,284 New
HI
15
Harbour Investments
Wisconsin
$462K
CWS
16
Cypress Wealth Services
California
$452K
SOS
17
Silver Oak Securities
Tennessee
$384K +$351K +11,300 New
MWM
18
Meridian Wealth Management
Kentucky
$363K -$293K -9,445 -44%
KA
19
Kovack Advisors
Florida
$356K +$373K +12,000 New
MSFS
20
Main Street Financial Solutions
Pennsylvania
$297K +$311K +10,000 New
BRWA
21
B. Riley Wealth Advisors
Florida
$267K +$279K +8,981 New
WFA
22
WMG Financial Advisors
Tennessee
$247K
1SB
23
1ST Source Bank
Indiana
$244K
T
24
TRUADVICE
Florida
$239K
EWM
25
EPG Wealth Management
Georgia
$228K

DJUL Hedge Fund Activity: Q3 2022 in Review

41 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF July (DJUL) for Q3 2022, worth a combined $39.3M — up 97% from $20M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DJUL positions and 7 closed out — a net gain of 9 holders — while 11 added to existing stakes and 4 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $8.96M. The largest seller was Commonwealth Equity Services, cutting an estimated $1.24M.

  • 41 institutional investors held FT Vest US Equity Deep Buffer ETF July (DJUL) as of Q3 2022, up from 32 in Q2 2022.
  • Funds reported $39.3M of FT Vest US Equity Deep Buffer ETF July stock for Q3 2022, up 97% quarter-over-quarter.
  • 16 funds opened new FT Vest US Equity Deep Buffer ETF July positions in Q3 2022 and 7 closed out, a net change of +9 holders.
  • The largest FT Vest US Equity Deep Buffer ETF July buyer in Q3 2022 was Cambridge Investment Research Advisors, an estimated $8.96M added.
  • The largest FT Vest US Equity Deep Buffer ETF July seller in Q3 2022 was Commonwealth Equity Services, an estimated $1.24M sold.

Based on aggregated 13F filings for Q3 2022.