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FT Vest US Equity Buffer ETF July
FJUL

19 hedge funds and large institutions have $20.6M invested in FT Vest US Equity Buffer ETF July in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

265.03% more ownership

Funds ownership: 0% → 265.03% (+265%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $435K

Holders
19
Holders Change
+19
Holders Change %
–
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
$435K
Net Calls
-$435K
Net Calls Change
-$435K

Top Buyers

1
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
+$8.16M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.58M
3
VBFP
Valtinson Bruner Financial Planning
Minnesota
+$1.13M
4
FWM
Frontier Wealth Management
Missouri
+$985K
5
AWM
AE Wealth Management
Kansas
+$859K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
1
Patriot Financial Group Insurance Agency
Massachusetts
$8.18M +$8.16M +263,490 New
T
2
TRUADVICE
Florida
$2.8M +$2.76M +89,233 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.59M +$2.58M +83,329 New
VBFP
4
Valtinson Bruner Financial Planning
Minnesota
$1.12M +$1.13M +36,371 New
FWM
5
Frontier Wealth Management
Missouri
$988K +$985K +31,810 New
AWM
6
AE Wealth Management
Kansas
$862K +$859K +27,756 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$817K +$814K +26,306 New
PWM
8
PRW Wealth Management
Massachusetts
$777K +$775K +25,034 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$479K +$477K +15,422 New
SS
10
Simplicity Solutions
Minnesota
$448K +$446K +14,424 New
KAS
11
Kestra Advisory Services
Texas
$383K +$381K +12,323 New
Osaic Holdings
12
Osaic Holdings
Arizona
$338K +$337K +10,899 New
FAAS
13
First Allied Advisory Services
California
$280K +$280K +9,032 New
CAS
14
Cascadia Advisory Services
Oregon
$223K +$223K +7,193 New
CF
15
Centaurus Financial
California
$122K +$122K +3,943 New
APA
16
American Portfolios Advisors
New York
$91.2K +$90.9K +2,937 New
GEA
17
Glen Eagle Advisors
New Jersey
$62.1K +$61.9K +2,000 New
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$28K +$28.5K +920 New
UBS Group
19
UBS Group
Switzerland
$5K +$4.61K +149 New

FJUL Hedge Fund Activity: Q3 2020 in Review

19 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF July (FJUL) for Q3 2020, worth a combined $20.6M.

Buyers outnumbered sellers: 19 funds opened new FJUL positions and 0 closed out — a net gain of 19 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Patriot Financial Group Insurance Agency, opening a new position worth an estimated $8.16M.

  • 19 institutional investors held FT Vest US Equity Buffer ETF July (FJUL) as of Q3 2020, up from 0 in Q2 2020.
  • Funds reported $20.6M of FT Vest US Equity Buffer ETF July stock for Q3 2020.
  • 19 funds opened new FT Vest US Equity Buffer ETF July positions in Q3 2020 and 0 closed out, a net change of +19 holders.
  • The largest FT Vest US Equity Buffer ETF July buyer in Q3 2020 was Patriot Financial Group Insurance Agency, an estimated $8.16M added.

Based on aggregated 13F filings for Q3 2020.