FJUL icon

FT Vest US Equity Buffer ETF July

115 hedge funds and large institutions have $280M invested in FT Vest US Equity Buffer ETF July in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 16 closing their positions.

Holders
115
Holders Change
+4
Holders Change %
+3.6%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
21
Increased
33
Reduced
35
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SCA
51
Sage Capital Advisors
South Dakota
$808K 19,420 +2,742 +16%
FHC
52
First Heartland Consultants
Missouri
$705K 16,943 -5,572 -25%
SS
53
Sunbelt Securities
Texas
$673K 16,160 -867 -5%
KPWS
54
Kestra Private Wealth Services
Texas
$659K 15,835
DFA
55
DHJJ Financial Advisors
Illinois
$617K 14,825 -1,010 -6%
TLA
56
Tanglewood Legacy Advisors
Texas
$609K 14,632
SPC
57
Sigma Planning Corp
Michigan
$607K 14,573 -20,811 -59%
WS
58
Wedbush Securities
California
$599K 14,386 -1,612 -10%
CWS
59
Cypress Wealth Services
California
$592K 14,214
RA
60
RFG Advisory
Alabama
$547K 13,150 -206 -2%
FPWM
61
FSB Premier Wealth Management
Iowa
$531K 12,761 -176 -1%
NS
62
NBC Securities
Alabama
$518K 12,468 +1,310 +12%
IF
63
Integrity Financial
Wyoming
$512K 12,298 -18 -0.1%
LA
64
LM Advisors
California
$499K 12,000 +12,000 New
VBFP
65
Valtinson Bruner Financial Planning
Minnesota
$487K 11,711 +3,026 +35%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$472K 11,351 -36 -0.3%
EWM
67
EPG Wealth Management
Georgia
$459K 10,725
FI
68
FWG Investments
Kentucky
$454K 10,908 +10,908 New
MCWS
69
McKinley Carter Wealth Services
West Virginia
$453K 10,888
SWA
70
SOA Wealth Advisors
New York
$448K 10,765
Envestnet Portfolio Solutions
71
Envestnet Portfolio Solutions
Illinois
$396K 9,513 +1,425 +18%
Citadel Advisors
72
Citadel Advisors
Florida
$383K 9,208 +9,208 New
OWA
73
Outlook Wealth Advisors
Texas
$382K 9,177
BFA
74
Beacon Financial Advisory
Ohio
$381K 9,150
SWP
75
Semus Wealth Partners
Florida
$375K 9,016