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FT Vest US Equity Buffer ETF July

58 hedge funds and large institutions have $68.5M invested in FT Vest US Equity Buffer ETF July in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

12.74% more ownership

Funds ownership: 747.17%759.91% (+13%)

4% more funds holding

Funds holding: 5658 (+2)

0% more capital invested

Capital invested by funds: $68.4M → $68.5M (+$98K)

42% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 19

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
11
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
26
Cypress Wealth Services
California
$513K
APA
27
American Portfolios Advisors
New York
$507K -$368K -10,349 -42%
KWS
28
Keystone Wealth Services
California
$505K
SCA
29
Sage Capital Advisors
South Dakota
$482K
OMC
30
Old Mission Capital
Illinois
$480K -$1.29M -36,314 -73%
SPI
31
Santori & Peters Inc
Pennsylvania
$476K
CAN
32
Cetera Advisor Networks
California
$439K +$120K +3,364 +38%
BTWM
33
Baker Tilly Wealth Management
Wisconsin
$437K
WEG
34
World Equity Group
Illinois
$430K +$423K +11,911 New
OWA
35
Outlook Wealth Advisors
Texas
$424K +$417K +11,742 New
Mariner
36
Mariner
Kansas
$387K -$19.1K -538 -5%
IWC
37
Integrated Wealth Concepts
Massachusetts
$352K -$1.06M -29,834 -75%
TCM
38
Triumph Capital Management
Colorado
$328K -$44.6K -1,255 -12%
TCA
39
Transcend Capital Advisors
New Jersey
$322K
QPW
40
Quantum Private Wealth
Florida
$288K +$284K +8,000 New
RJFSA
41
Raymond James Financial Services Advisors
Florida
$281K +$276K +7,777 New
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$250K +$246K +6,926 New
MOS
43
MGO One Seven
Ohio
$236K +$8.88K +250 +4%
WFA
44
WMG Financial Advisors
Tennessee
$228K
CF
45
Centaurus Financial
California
$216K -$60.5K -1,704 -22%
IF
46
Integrity Financial
Wyoming
$198K -$80K -2,252 -29%
BBPWM
47
Blue Bell Private Wealth Management
Pennsylvania
$135K
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
$108K
GEA
49
Glen Eagle Advisors
New Jersey
$72.2K
UBS Group
50
UBS Group
Switzerland
$72K +$6.64K +187 +10%

FJUL Hedge Fund Activity: Q1 2022 in Review

58 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF July (FJUL) for Q1 2022, worth a combined $68.5M — up 0.14% from $68.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FJUL positions and 5 closed out — a net gain of 5 holders — while 11 added to existing stakes and 19 trimmed.

The largest buyer was Avestar Capital, opening a new position worth an estimated $4.15M. The largest seller was Commonwealth Equity Services, cutting an estimated $5.76M.

  • 58 institutional investors held FT Vest US Equity Buffer ETF July (FJUL) as of Q1 2022, up from 56 in Q4 2021.
  • Funds reported $68.5M of FT Vest US Equity Buffer ETF July stock for Q1 2022, up 0.14% quarter-over-quarter.
  • 10 funds opened new FT Vest US Equity Buffer ETF July positions in Q1 2022 and 5 closed out, a net change of +5 holders.
  • The largest FT Vest US Equity Buffer ETF July buyer in Q1 2022 was Avestar Capital, an estimated $4.15M added.
  • The largest FT Vest US Equity Buffer ETF July seller in Q1 2022 was Commonwealth Equity Services, an estimated $5.76M sold.

Based on aggregated 13F filings for Q1 2022.