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FT Vest US Equity Buffer ETF July
FJUL

50 hedge funds and large institutions have $67M invested in FT Vest US Equity Buffer ETF July in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 14 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,450% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 2

631.7% more ownership

Funds ownership: 143.91% → 775.61% (+632%)

600% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 2

438% more capital invested

Capital invested by funds: $12.5M → $67M (+$54.6M)

138% more funds holding

Funds holding: 21 → 50 (+29)

Holders
50
Holders Change
+29
Holders Change %
+138.1%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
14
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$26.7M
2
BCM
Beck Capital Management
Texas
+$4.18M
3
JWCA
J.W. Cole Advisors
Florida
+$2.77M
4
CA
Cetera Advisors
Colorado
+$2.27M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.26M

Top Sellers

1
T
TRUADVICE
Florida
-$3.01M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.26M
3
TCM
Triumph Capital Management
Colorado
-$298K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$19K
Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
26
Main Street Financial Solutions
Pennsylvania
$634K +$641K +18,300 New
OMC
27
Old Mission Capital
Illinois
$570K +$139K +3,964 +32%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$569K -$19K -541 -3%
DFA
29
DHJJ Financial Advisors
Illinois
$530K +$83.9K +2,395 +19%
CWS
30
Cypress Wealth Services
California
$492K +$498K +14,214 New
SCA
31
Sage Capital Advisors
South Dakota
$466K +$471K +13,443 New
SPI
32
Santori & Peters Inc
Pennsylvania
$456K – – –
BTWM
33
Baker Tilly Wealth Management
Wisconsin
$419K +$424K +12,100 New
OWA
34
Outlook Wealth Advisors
Texas
$407K +$411K +11,742 New
IA
35
IFP Advisors
Florida
$373K +$377K +10,765 New
HH
36
Hilltop Holdings
Texas
$371K +$375K +10,712 New
TCA
37
Transcend Capital Advisors
New Jersey
$320K +$312K +8,909 New
CAN
38
Cetera Advisor Networks
California
$304K +$308K +8,788 New
HI
39
Harbour Investments
Wisconsin
$295K +$213K +6,079 +250%
CF
40
Centaurus Financial
California
$266K +$131K +3,736 +95%
MOS
41
MGO One Seven
Ohio
$227K +$221K +6,300 New
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$156K +$158K +4,500 New
UBS Group
43
UBS Group
Switzerland
$111K +$113K +3,217 New
GEA
44
Glen Eagle Advisors
New Jersey
$69.3K – – –
Morgan Stanley
45
Morgan Stanley
New York
$62K +$63.1K +1,800 New
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$56K +$24.7K +705 +77%
CAL
47
Capital Analysts LLC
Pennsylvania
$35K +$35K +1,000 New
TFS
48
TrustCore Financial Services
Tennessee
$24K +$24.2K +690 New
EWM
49
EPG Wealth Management
Georgia
$8K +$7.88K +225 New
NFG
50
Next Financial Group
Texas
$2K +$1.89K +54 New
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