FJUL icon

FT Vest US Equity Buffer ETF July
FJUL

Overview Fund Activity

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.

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
1
Patriot Financial Group Insurance Agency
Massachusetts
$8.18M
2
T
2
TRUADVICE
Florida
$2.8M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.59M
4
VBFP
4
Valtinson Bruner Financial Planning
Minnesota
$1.12M
5
FWM
5
Frontier Wealth Management
Missouri
$988K

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
PFGIA
1
Patriot Financial Group Insurance Agency
Massachusetts
$8.18M 263,490 +263,490 New
T
2
TRUADVICE
Florida
$2.8M 89,233 +89,233 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.59M 83,329 +83,329 New
VBFP
4
Valtinson Bruner Financial Planning
Minnesota
$1.12M 36,371 +36,371 New
FWM
5
Frontier Wealth Management
Missouri
$988K 31,810 +31,810 New
AWM
6
AE Wealth Management
Kansas
$862K 27,756 +27,756 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$817K 26,306 +26,306 New
PWM
8
PRW Wealth Management
Massachusetts
$777K 25,034 +25,034 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$479K 15,422 +15,422 New
SS
10
Simplicity Solutions
Minnesota
$448K 14,424 +14,424 New
KAS
11
Kestra Advisory Services
Texas
$383K 12,323 +12,323 New
Osaic Holdings
12
Osaic Holdings
Arizona
$338K 10,899 +10,899 New
FAAS
13
First Allied Advisory Services
California
$280K 9,032 +9,032 New
CAS
14
Cascadia Advisory Services
Oregon
$223K 7,193 +7,193 New
CF
15
Centaurus Financial
California
$122K 3,943 +3,943 New
APA
16
American Portfolios Advisors
New York
$91.2K 2,937 +2,937 New
GEA
17
Glen Eagle Advisors
New Jersey
$62.1K 2,000 +2,000 New
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$28K 920 +920 New
UBS Group
19
UBS Group
Switzerland
$5K 149 +149 New
CWS
20
Cypress Wealth Services
California
– – – –
CFGS
21
Concourse Financial Group Securities
Alabama
– – – –