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FT Vest US Equity Buffer ETF July
FJUL

Overview Fund Activity

88 hedge funds and large institutions have $88.8M invested in FT Vest US Equity Buffer ETF July in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 35 reducing their positions, and 5 closing their positions.

Holders
88
Holders Change
+7
Holders Change %
+8.64%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
14
Reduced
35
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$4.89M
2
MW
2
MBL Wealth
North Carolina
$4.72M
3
AWM
3
AE Wealth Management
Kansas
$18.6M
4
OWM
4
Opes Wealth Management
California
$1.61M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.35M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$3.32M
2
AIC
2
Archer Investment Corporation
Indiana
$59.9K
3
MCC
3
Money Concepts Capital
Florida
$0
4
BCM
4
Beck Capital Management
Texas
$2.57M
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
APW
26
Aurora Private Wealth
New Jersey
$759K 20,987 – –
BBPWM
27
Blue Bell Private Wealth Management
Pennsylvania
$725K 20,039 -85 -0.4%
T
28
TRUADVICE
Florida
$695K 18,987 -13 -0.1%
MSFS
29
Main Street Financial Solutions
Pennsylvania
$662K 18,300 – –
KWS
30
Keystone Wealth Services
California
$657K 18,169 – –
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$604K 16,710 -78 -0.5%
HI
32
Harbour Investments
Wisconsin
$603K 16,680 -1,095 -6%
SS
33
Sunbelt Securities
Texas
$576K 16,097 -578 -3%
FPWM
34
FSB Premier Wealth Management
Iowa
$558K 15,429 -3,127 -17%
DFA
35
DHJJ Financial Advisors
Illinois
$553K 15,298 +280 +2%
Truist Financial
36
Truist Financial
North Carolina
$547K 15,123 – –
RJA
37
Raymond James & Associates
Florida
$515K 14,251 -3,699 -21%
CWS
38
Cypress Wealth Services
California
$514K 14,214 – –
AAS
39
Ameritas Advisory Services
Nebraska
$487K 13,455 -4,873 -27%
LSA
40
Lion Street Advisors
Texas
$474K 13,115 +13,115 New
BTWM
41
Baker Tilly Wealth Management
Wisconsin
$465K 12,860 -235 -2%
IF
42
Integrity Financial
Wyoming
$453K 12,529 – –
ACG
43
Allen Capital Group
Nebraska
$433K 11,959 +11,959 New
AAS
44
Avantax Advisory Services
Texas
$427K 11,798 +1,879 +19%
Mariner
45
Mariner
Kansas
$396K 10,952 -56 -0.5%
MCWS
46
McKinley Carter Wealth Services
West Virginia
$379K 10,483 – –
KPWS
47
Kestra Private Wealth Services
Texas
$377K 10,420 +4,025 +63%
Wolverine Trading
48
Wolverine Trading
Illinois
$359K 10,028 +10,028 New
SCA
49
Sage Capital Advisors
South Dakota
$351K 9,695 – –
LPT
50
Legacy Private Trust
Wisconsin
$345K 9,551 -1,799 -16%
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