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FT Vest US Equity Buffer ETF July
FJUL

56 hedge funds and large institutions have $68.4M invested in FT Vest US Equity Buffer ETF July in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

12% more funds holding

Funds holding: 50 → 56 (+6)

2% more capital invested

Capital invested by funds: $67M → $68.4M (+$1.36M)

28.44% less ownership

Funds ownership: 775.61% → 747.17% (-28%)

47% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 15

Holders
56
Holders Change
+6
Holders Change %
+12%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
8
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.68M
2
OMC
Old Mission Capital
Illinois
+$1.19M
3
Wolverine Trading
Wolverine Trading
Illinois
+$896K
4
OIA
OneDigital Investment Advisors
Kansas
+$590K
5
Mariner
Mariner
Kansas
+$403K

Top Sellers

1
JWCA
J.W. Cole Advisors
Florida
-$2.56M
2
AI
Atria Investments
North Carolina
-$1.11M
3
3LCM
3D/L Capital Management
Connecticut
-$1.09M
4
MA
Mutual Advisors
Nebraska
-$865K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$569K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
51
Strategic Asset Management
Minnesota
$26K +$25.1K +700 New
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$25K -$33K -920 -57%
TFS
53
TrustCore Financial Services
Tennessee
$25K – – –
EWM
54
EPG Wealth Management
Georgia
$8K – – –
GIA
55
Goodwin Investment Advisory
Georgia
$6K +$5.74K +160 New
NFG
56
Next Financial Group
Texas
$2K – – –
JWCA
57
J.W. Cole Advisors
Florida
– -$2.56M -79,102 Closed
AI
58
Atria Investments
North Carolina
– -$1.11M -32,110 Closed
3LCM
59
3D/L Capital Management
Connecticut
– -$1.09M -31,380 Closed
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
– -$569K -16,429 Closed
OWA
61
Outlook Wealth Advisors
Texas
– -$407K -11,742 Closed
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