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FT Vest US Equity Buffer ETF July

147 hedge funds and large institutions have $259M invested in FT Vest US Equity Buffer ETF July in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 68 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.22% less ownership

Funds ownership: 28.92%23.7% (-5.2%)

10% less funds holding

Funds holding: 164147 (-17)

23% less capital invested

Capital invested by funds: $334M → $259M (-$75.4M)

60% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 20

65% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 68

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
147
Holders Change
-17
Holders Change %
-10.37%
% of All Funds
1.81%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
24
Reduced
68
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$27.8M -$3.76M -67,265 -12%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$23.7M -$15.7M -280,014 -39%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$17.6M -$623K -11,136 -3%
AssetMark Inc
4
AssetMark Inc
California
$14M +$1.36M +24,256 +10%
MML Investors Services
5
MML Investors Services
Massachusetts
$9.97M -$1.66M -29,719 -14%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$9.55M -$8.55M -152,974 -47%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$9.5M -$3.15M -56,394 -25%
RFG
8
REAP Financial Group
Texas
$7.68M -$99.3K -1,776 -1%
LPL Financial
9
LPL Financial
California
$6.9M -$493K -8,821 -7%
Osaic Holdings
10
Osaic Holdings
Arizona
$6.61M -$863K -15,437 -11%
OBWG
11
Onyx Bridge Wealth Group
New York
$5.98M -$264K -4,715 -4%
KAS
12
Kestra Advisory Services
Texas
$5.96M +$1.51M +26,972 +33%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$5.9M
SW
14
SMART Wealth
Nebraska
$5.44M -$257K -4,599 -4%
MW
15
MBL Wealth
North Carolina
$5M -$152K -2,722 -3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$4.84M -$34.1K -610 -0.7%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$4.3M +$2.71M +48,406 +160%
MOS
18
MGO One Seven
Ohio
$4.19M -$322K -5,764 -7%
KWS
19
Keystone Wealth Services
California
$3.62M +$3.7M +66,211 New
BCM
20
Beck Capital Management
Texas
$3.14M -$65.9K -1,179 -2%
SI
21
Stephens Inc
Arkansas
$3.01M -$2.87M -51,412 -48%
CIA
22
Concurrent Investment Advisors
Florida
$2.87M +$1.59M +28,357 +118%
Mariner
23
Mariner
Kansas
$2.02M -$55.2K -987 -3%
AWM
24
Apollon Wealth Management
South Carolina
$1.89M
HighTower Advisors
25
HighTower Advisors
Illinois
$1.87M +$274K +4,898 +17%

FJUL Hedge Fund Activity: Q1 2026 in Review

147 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF July (FJUL) for Q1 2026, worth a combined $259M — down 23% from $334M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of FJUL and 8 opened new positions — a net loss of 12 holders — while 68 trimmed existing stakes and 24 added.

The largest buyer was Keystone Wealth Services, opening a new position worth an estimated $3.7M. The largest seller was Envestnet Asset Management, cutting an estimated $15.7M.

  • 147 institutional investors held FT Vest US Equity Buffer ETF July (FJUL) as of Q1 2026, down from 164 in Q4 2025.
  • Funds reported $259M of FT Vest US Equity Buffer ETF July stock for Q1 2026, down 23% quarter-over-quarter.
  • 8 funds opened new FT Vest US Equity Buffer ETF July positions in Q1 2026 and 20 closed out, a net change of -12 holders.
  • The largest FT Vest US Equity Buffer ETF July buyer in Q1 2026 was Keystone Wealth Services, an estimated $3.7M added.
  • The largest FT Vest US Equity Buffer ETF July seller in Q1 2026 was Envestnet Asset Management, an estimated $15.7M sold.

Based on aggregated 13F filings for Q1 2026.