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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
PS
126
Principal Securities
Iowa
$133K
GWM
127
Geneos Wealth Management
Colorado
$121K +$83.5K +1,700 +200%
CFD
128
Creative Financial Designs
Indiana
$120K -$13.4K -272 -10%
FNWA
129
Financial Network Wealth Advisors
Utah
$95.4K
CA
130
Continuum Advisory
Idaho
$88.5K +$2.16K +44 +2%
GEA
131
Glen Eagle Advisors
New Jersey
$85.3K -$10.3K -210 -11%
AIC
132
Archer Investment Corporation
Indiana
$78.9K
FFA
133
Frazier Financial Advisors
Ohio
$67K
JP Morgan Chase
134
JP Morgan Chase
New York
$62.1K -$174K -3,548 -73%
CFFP
135
Center for Financial Planning
Michigan
$28.6K
PSFG
136
Park Square Financial Group
Georgia
$24.6K
AIP
137
Ameritas Investment Partners
Nebraska
$19.1K
CIBC Private Wealth Group
138
CIBC Private Wealth Group
Georgia
$11.2K +$12.5K +255 New
LFG
139
Larson Financial Group
Missouri
$9.53K
TWM
140
Topsail Wealth Management
North Carolina
$9.53K
NWMP
141
Noble Wealth Management PBC
Colorado
$7.14K -$2.46K -50 -25%
WTFG
142
Wood Tarver Financial Group
Idaho
$5.72K
GWM
143
GDS Wealth Management
Texas
-$10.8M -219,589 Closed
CAG
144
Csenge Advisory Group
Florida
-$371K -7,571 Closed
SWP
145
Summit Wealth Partners
Florida
-$355K -7,255 Closed
CFGS
146
Concourse Financial Group Securities
Alabama
-$324K -6,488 Closed
SWP
147
Semus Wealth Partners
Florida
-$281K -5,734 Closed
VBFP
148
Valtinson Bruner Financial Planning
Minnesota
-$260K -5,304 Closed
TSS
149
Two Sigma Securities
New York
-$259K -5,293 Closed
FHC
150
First Heartland Consultants
Missouri
-$229K -4,673 Closed

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.