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FT Vest US Equity Buffer ETF July

142 hedge funds and large institutions have $276M invested in FT Vest US Equity Buffer ETF July in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.37% less ownership

Funds ownership: 34.73%30.36% (-4.4%)

5% less funds holding

Funds holding: 150142 (-8)

15% less capital invested

Capital invested by funds: $325M → $276M (-$49M)

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

47% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 64

Holders
142
Holders Change
-8
Holders Change %
-5.33%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
34
Reduced
64
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFN
26
Midwest Financial Network
Illinois
$2.11M +$254K +5,175 +13%
OIA
27
OneDigital Investment Advisors
Kansas
$1.94M -$103K -2,090 -5%
SW
28
Schulz Wealth
Texas
$1.93M
Mariner
29
Mariner
Kansas
$1.84M -$41.6K -846 -2%
LSA
30
Lion Street Advisors
Texas
$1.81M
AI
31
Atria Investments
North Carolina
$1.61M +$641K +13,045 +63%
APW
32
Aurora Private Wealth
New Jersey
$1.58M -$39.8K -810 -2%
NW
33
NewEdge Wealth
Pennsylvania
$1.55M +$2.46K +50 +0.2%
Truist Financial
34
Truist Financial
North Carolina
$1.49M -$174K -3,533 -10%
1W
35
1776 Wealth
Georgia
$1.46M -$126K -2,562 -8%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$1.36M +$585K +11,902 +71%
KWM
37
Kingsview Wealth Management
Oregon
$1.32M -$51.6K -1,051 -4%
PCG
38
Prosperity Consulting Group
Maryland
$1.29M -$122K -2,480 -8%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$1.28M +$9.09K +185 +0.7%
SAM
40
Synergy Asset Management
Washington
$1.26M +$1.3M +26,382 New
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
$1.18M -$2.56K -52 -0.2%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$1.15M -$52.9K -1,077 -4%
AAS
43
Ameritas Advisory Services
Nebraska
$1.13M +$80.7K +1,643 +8%
SPIA
44
Steward Partners Investment Advisory
New York
$1.11M -$7.32M -148,995 -86%
IF
45
Integrity Financial
Wyoming
$1.08M -$26K -530 -2%
WWM
46
Wolff Wiese Magana
California
$1.07M
MC
47
McCarthy & Cox
Ohio
$1.06M -$18M -367,226 -94%
JSW
48
Journey Strategic Wealth
New Jersey
$1.01M -$15K -306 -1%
FI
49
FWG Investments
Kentucky
$955K -$91.6K -1,865 -9%
SB
50
Strategic Blueprint
Georgia
$933K +$225K +4,573 +30%

FJUL Hedge Fund Activity: Q1 2025 in Review

142 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF July (FJUL) for Q1 2025, worth a combined $276M — down 15% from $325M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of FJUL and 9 opened new positions — a net loss of 6 holders — while 64 trimmed existing stakes and 34 added.

The largest buyer was AssetMark Inc, adding an estimated $1.86M. The largest seller was McCarthy & Cox, cutting an estimated $18M.

  • 142 institutional investors held FT Vest US Equity Buffer ETF July (FJUL) as of Q1 2025, down from 150 in Q4 2024.
  • Funds reported $276M of FT Vest US Equity Buffer ETF July stock for Q1 2025, down 15% quarter-over-quarter.
  • 9 funds opened new FT Vest US Equity Buffer ETF July positions in Q1 2025 and 15 closed out, a net change of -6 holders.
  • The largest FT Vest US Equity Buffer ETF July buyer in Q1 2025 was AssetMark Inc, an estimated $1.86M added.
  • The largest FT Vest US Equity Buffer ETF July seller in Q1 2025 was McCarthy & Cox, an estimated $18M sold.

Based on aggregated 13F filings for Q1 2025.