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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
FPWM
76
FSB Premier Wealth Management
Iowa
$462K -$14.7K -300 -3%
GW
77
Griffith & Werner
Georgia
$446K
SA
78
Sanctuary Advisors
Indiana
$444K
OWA
79
Outlook Wealth Advisors
Texas
$437K
GFG
80
Grantvest Financial Group
New Jersey
$430K
FFA
81
Farther Finance Advisors
California
$421K +$434K +8,828 New
CAL
82
Capital Analysts LLC
Pennsylvania
$419K -$2.71M -55,159 -86%
HighTower Advisors
83
HighTower Advisors
Illinois
$419K -$7.37K -150 -2%
HIS
84
Harvest Investment Services
Illinois
$417K -$14K -284 -3%
BFA
85
Beacon Financial Advisory
Ohio
$415K
HIM
86
Hanlon Investment Management
New Jersey
$403K +$38.3K +779 +10%
SFS
87
Sowell Financial Services
Arkansas
$399K +$411K +8,367 New
AWS
88
Atria Wealth Solutions
New York
$395K -$513K -10,438 -56%
Cerity Partners
89
Cerity Partners
New York
$386K
CF
90
Centaurus Financial
California
$378K -$4.91K -100 -1%
IA
91
IFP Advisors
Florida
$367K -$103K -2,093 -21%
GFA
92
Gallagher Fiduciary Advisors
Illinois
$356K +$367K +7,470 New
MA
93
Mutual Advisors
Nebraska
$354K
PFS
94
Prospera Financial Services
Texas
$349K +$3.78K +77 +1%
NWWA
95
New Wave Wealth Advisors
Arkansas
$333K -$98.3K -2,000 -22%
SS
96
Sunbelt Securities
Texas
$324K -$342K -6,954 -51%
BCI
97
Brinker Capital Investments
Pennsylvania
$323K +$11.9K +243 +4%
OPS
98
Orion Portfolio Solutions
Nebraska
$323K +$11.9K +243 +4%
RA
99
RFG Advisory
Alabama
$323K +$32.5K +662 +11%
TLA
100
Tanglewood Legacy Advisors
Texas
$322K -$197K -4,012 -37%

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.