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FT Vest US Equity Buffer ETF July
FJUL

Overview Fund Activity

131 hedge funds and large institutions have $369M invested in FT Vest US Equity Buffer ETF July in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 32 increasing their positions, 46 reducing their positions, and 10 closing their positions.

Holders
131
Holders Change
+16
Holders Change %
+13.91%
% of All Funds
1.9%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
26
Increased
32
Reduced
46
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$43.1M
2
AIM
2
Astor Investment Management
Illinois
$22.5M
3
MC
3
McCarthy & Cox
Ohio
$17.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$28.9M
5
AI
5
Atria Investments
North Carolina
$7.13M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$15.6M
2
OMC
2
Old Mission Capital
Illinois
$0
3
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$0
4
CA
4
Cetera Advisors
Colorado
$4.13M
5
AWM
5
AE Wealth Management
Kansas
$2.53M
Name Market Value Shares Shares
Change 		Shares
Change %
APW
51
Aurora Private Wealth
New Jersey
$977K 21,991 -45 -0.2%
AWS
52
Atria Wealth Solutions
New York
$958K 21,561 +839 +4%
OWA
53
Outlook Wealth Advisors
Texas
$884K 19,890 +10,713 +117%
HF
54
HRT Financial
New York
$882K 19,854 +19,854 New
FA
55
Flagstar Advisors
New York
$882K 19,832 – –
SCA
56
Sage Capital Advisors
South Dakota
$839K 18,869 -551 -3%
Citadel Advisors
57
Citadel Advisors
Florida
$716K 16,105 +6,897 +75%
KPWS
58
Kestra Private Wealth Services
Texas
$704K 15,835 – –
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$702K 15,782 +15,199 +2,607%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$682K 15,333 +15,333 New
ASN
61
Advisory Services Network
Georgia
$672K 15,114 +14,302 +1,761%
SS
62
Sunbelt Securities
Texas
$667K 15,012 -1,148 -7%
TLA
63
Tanglewood Legacy Advisors
Texas
$650K 14,632 – –
TSS
64
Two Sigma Securities
New York
$643K 14,467 +14,467 New
DFA
65
DHJJ Financial Advisors
Illinois
$633K 14,235 -590 -4%
CWS
66
Cypress Wealth Services
California
$632K 14,214 – –
AWM
67
Axxcess Wealth Management
California
$609K 13,711 +13,711 New
DC
68
Davenport & Co
Virginia
$608K 13,669 +13,669 New
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$588K 13,238 +1,887 +17%
FPWM
70
FSB Premier Wealth Management
Iowa
$579K 13,022 +261 +2%
SPC
71
Sigma Planning Corp
Michigan
$567K 12,754 -1,819 -12%
LA
72
LM Advisors
California
$533K 12,000 – –
IF
73
Integrity Financial
Wyoming
$528K 11,880 -418 -3%
FCM
74
Fourpath Capital Management
Oklahoma
$526K 11,830 +11,830 New
MCWS
75
McKinley Carter Wealth Services
West Virginia
$484K 10,888 – –
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