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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
AWM
51
AE Wealth Management
Kansas
$930K -$46K -937 -5%
AWM
52
Accel Wealth Management
Iowa
$921K -$52K -1,058 -5%
OC
53
Oppenheimer & Co
New York
$889K -$40.5K -825 -4%
UBS Group
54
UBS Group
Switzerland
$790K +$798K +16,248 +4,779%
FA
55
Flagstar Advisors
New York
$777K -$35.6K -725 -4%
FFS
56
Founders Financial Securities
Maryland
$757K +$242K +4,921 +44%
TA
57
TFB Advisors
Kansas
$698K +$172K +3,498 +31%
HI
58
Harbour Investments
Wisconsin
$666K -$11.3K -230 -2%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$631K -$28.4K -578 -4%
Jane Street
60
Jane Street
New York
$631K -$328K -6,684 -34%
SWA
61
SOA Wealth Advisors
New York
$630K
BCM
62
Brookstone Capital Management
Illinois
$609K -$95.2K -1,937 -13%
Citadel Advisors
63
Citadel Advisors
Florida
$582K -$214K -4,356 -26%
NA
64
NewEdge Advisors
Louisiana
$578K -$27.5K -559 -4%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$574K +$16.3K +331 +3%
AC
66
AIFG Consultants
New York
$572K -$34.6K -705 -6%
LA
67
LM Advisors
California
$572K
CA
68
CoreCap Advisors
Michigan
$566K +$44.6K +908 +8%
CWG
69
Crown Wealth Group
North Carolina
$557K
KWA
70
Kingswood Wealth Advisors
California
$551K -$447K -9,092 -44%
MCWS
71
McKinley Carter Wealth Services
West Virginia
$545K
GS
72
GTS Securities
New York
$523K +$540K +10,981 New
DFA
73
DHJJ Financial Advisors
Illinois
$510K -$45.2K -920 -8%
WEG
74
World Equity Group
Illinois
$505K +$107K +2,170 +26%
KPWS
75
Kestra Private Wealth Services
Texas
$488K

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.