We are live on ! Find out more
FJUL icon

FT Vest US Equity Buffer ETF July

147 hedge funds and large institutions have $259M invested in FT Vest US Equity Buffer ETF July in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 68 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.22% less ownership

Funds ownership: 28.92%23.7% (-5.2%)

10% less funds holding

Funds holding: 164147 (-17)

23% less capital invested

Capital invested by funds: $334M → $259M (-$75.4M)

60% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 20

65% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 68

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
147
Holders Change
-17
Holders Change %
-10.37%
% of All Funds
1.81%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
24
Reduced
68
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
126
Capital Analysts LLC
Pennsylvania
$184K -$4.7K -84 -2%
Barclays
127
Barclays
United Kingdom
$164K -$31.3K -560 -16%
FNWA
128
Financial Network Wealth Advisors
Utah
$163K
BW
129
Bravera Wealth
North Dakota
$156K
OAJ
130
Ogorek Anthony Joseph
New York
$144K
1L
131
10Elms LLP
Oklahoma
$121K +$123K +2,193 New
GEA
132
Glen Eagle Advisors
New Jersey
$97.9K
HIW
133
Holos Integrated Wealth
Pennsylvania
$55.3K +$55.9K +1,000 New
FFA
134
Frazier Financial Advisors
Ohio
$52.9K
TCM
135
Triumph Capital Management
Colorado
$43.8K +$44.7K +800 New
GWM
136
Geneos Wealth Management
Colorado
$41.6K
CFFP
137
Center for Financial Planning
Michigan
$32.8K
Wells Fargo
138
Wells Fargo
California
$18.1K -$27.1K -484 -59%
AIP
139
Ameritas Investment Partners
Nebraska
$16.1K
DRP
140
Decker Retirement Planning
Utah
$13.8K
LA
141
LM Advisors
California
$12K -$1.4K -25 -4%
TWM
142
Topsail Wealth Management
North Carolina
$10.9K
LFG
143
Larson Financial Group
Missouri
$9.85K -$1.12K -20 -10%
LWMI
144
Legacy Wealth Management (Idaho)
Idaho
$9.58K
CFD
145
Creative Financial Designs
Indiana
$7.61K -$786K -14,065 -99%
RDFA
146
Ritter Daniher Financial Advisory
Ohio
$5.75K
NWMP
147
Noble Wealth Management PBC
Colorado
$5.47K
AI
148
Atria Investments
North Carolina
-$6.7M -119,801 Closed
NG
149
Novem Group
New York
-$5.39M -96,343 Closed
BWM
150
BAM Wealth Management
Colorado
-$4.48M -80,111 Closed