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FT Vest US Equity Deep Buffer ETF July

106 hedge funds and large institutions have $188M invested in FT Vest US Equity Deep Buffer ETF July in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 52 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.49% less ownership

Funds ownership: 60.4%57.9% (-2.5%)

5% less funds holding

Funds holding: 112106 (-6)

12% less capital invested

Capital invested by funds: $213M → $188M (-$24.7M)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

63% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 52

Holders
106
Holders Change
-6
Holders Change %
-5.36%
% of All Funds
1.42%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
6
Increased
19
Reduced
52
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OAJ
1
Ogorek Anthony Joseph
New York
$31.2M -$290K -6,874 -0.9%
Raymond James Financial
2
Raymond James Financial
Florida
$10.8M -$6.2M -147,054 -36%
FWM
3
Foguth Wealth Management
Michigan
$7.78M +$1.29M +30,698 +19%
Osaic Holdings
4
Osaic Holdings
Arizona
$7.47M -$114K -2,700 -1%
SAW
5
Signal Advisors Wealth
Michigan
$7.31M +$2.49M +58,991 +49%
AA
6
Armis Advisers
Georgia
$7.25M -$893K -21,196 -11%
RFG
7
REAP Financial Group
Texas
$6.93M -$154K -3,662 -2%
LI
8
LifeWealth Investments
Florida
$6.92M +$4.44M +105,467 +165%
IP
9
Ignite Planners
California
$6.76M -$1.06M -25,256 -13%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$6.67M +$209K +4,959 +3%
CFS
11
Commonwealth Financial Services
West Virginia
$6.22M -$913K -21,662 -12%
Truist Financial
12
Truist Financial
North Carolina
$6.15M -$172K -4,090 -3%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$6.13M -$136K -3,224 -2%
HAM
14
Hickory Asset Management
Ohio
$5.43M -$57K -1,352 -1%
NWM
15
Nova Wealth Management
Florida
$4.11M -$1.22M -29,002 -22%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$4.04M -$496K -11,783 -11%
KAS
17
Kestra Advisory Services
Texas
$3.8M -$515K -12,234 -12%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$3.51M +$424K +10,069 +13%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.05M -$13.5K -321 -0.4%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.09M -$109K -2,582 -5%
AAS
21
Ameritas Advisory Services
Nebraska
$2.05M +$5.43K +129 +0.3%
SWM
22
Spire Wealth Management
Virginia
$1.99M -$312K -7,415 -13%
WTFG
23
Wood Tarver Financial Group
Idaho
$1.84M -$856K -20,327 -31%
LPL Financial
24
LPL Financial
California
$1.73M +$350K +8,298 +24%
Goldman Sachs
25
Goldman Sachs
New York
$1.67M +$1.72M +40,841 New

DJUL Hedge Fund Activity: Q1 2025 in Review

106 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF July (DJUL) for Q1 2025, worth a combined $188M — down 12% from $213M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of DJUL and 6 opened new positions — a net loss of 5 holders — while 52 trimmed existing stakes and 19 added.

The largest buyer was LifeWealth Investments, adding an estimated $4.44M. The largest seller was Smart Money Group, cutting an estimated $6.26M.

  • 106 institutional investors held FT Vest US Equity Deep Buffer ETF July (DJUL) as of Q1 2025, down from 112 in Q4 2024.
  • Funds reported $188M of FT Vest US Equity Deep Buffer ETF July stock for Q1 2025, down 12% quarter-over-quarter.
  • 6 funds opened new FT Vest US Equity Deep Buffer ETF July positions in Q1 2025 and 11 closed out, a net change of -5 holders.
  • The largest FT Vest US Equity Deep Buffer ETF July buyer in Q1 2025 was LifeWealth Investments, an estimated $4.44M added.
  • The largest FT Vest US Equity Deep Buffer ETF July seller in Q1 2025 was Smart Money Group, an estimated $6.26M sold.

Based on aggregated 13F filings for Q1 2025.