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FT Vest US Equity Buffer ETF July

23 hedge funds and large institutions have $23.2M invested in FT Vest US Equity Buffer ETF July in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more funds holding

Funds holding: 1923 (+4)

16.78% more ownership

Funds ownership: 265.03%281.81% (+17%)

13% more capital invested

Capital invested by funds: $20.6M → $23.2M (+$2.66M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
7
Reduced
7
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
1
Patriot Financial Group Insurance Agency
Massachusetts
$8.54M -$157K -4,879 -2%
T
2
TRUADVICE
Florida
$2.92M -$2.47K -77 -0.1%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.86M +$109K +3,389 +4%
VBFP
4
Valtinson Bruner Financial Planning
Minnesota
$1.2M -$3.11K -97 -0.3%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.18M +$306K +9,533 +36%
PWM
6
PRW Wealth Management
Massachusetts
$1.03M +$202K +6,309 +25%
FWM
7
Frontier Wealth Management
Missouri
$996K -$52.9K -1,650 -5%
AWM
8
AE Wealth Management
Kansas
$589K -$318K -9,920 -36%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$558K +$47.6K +1,485 +10%
KAS
10
Kestra Advisory Services
Texas
$511K +$102K +3,185 +26%
CWS
11
Cypress Wealth Services
California
$462K +$449K +14,000 New
SPI
12
Santori & Peters Inc
Pennsylvania
$437K +$423K +13,185 New
DFA
13
DHJJ Financial Advisors
Illinois
$426K +$414K +12,902 New
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$295K +$287K +8,930 New
Osaic Holdings
15
Osaic Holdings
Arizona
$289K -$69.9K -2,178 -20%
Citadel Advisors
16
Citadel Advisors
Florida
$270K +$262K +8,169 New
SS
17
Simplicity Solutions
Minnesota
$233K -$236K -7,365 -51%
CF
18
Centaurus Financial
California
$130K
APA
19
American Portfolios Advisors
New York
$123K +$25.3K +790 +27%
UBS Group
20
UBS Group
Switzerland
$84K +$77K +2,399 +1,610%
GEA
21
Glen Eagle Advisors
New Jersey
$66K
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$30K
CAAS
23
Capital Asset Advisory Services
Michigan
$2K +$1.93K +60 New

FJUL Hedge Fund Activity: Q4 2020 in Review

23 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF July (FJUL) for Q4 2020, worth a combined $23.2M — up 13% from $20.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FJUL positions and 0 closed out — a net gain of 6 holders — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Cypress Wealth Services, opening a new position worth an estimated $449K. The largest seller was AE Wealth Management, cutting an estimated $318K.

  • 23 institutional investors held FT Vest US Equity Buffer ETF July (FJUL) as of Q4 2020, up from 19 in Q3 2020.
  • Funds reported $23.2M of FT Vest US Equity Buffer ETF July stock for Q4 2020, up 13% quarter-over-quarter.
  • 6 funds opened new FT Vest US Equity Buffer ETF July positions in Q4 2020 and 0 closed out, a net change of +6 holders.
  • The largest FT Vest US Equity Buffer ETF July buyer in Q4 2020 was Cypress Wealth Services, an estimated $449K added.
  • The largest FT Vest US Equity Buffer ETF July seller in Q4 2020 was AE Wealth Management, an estimated $318K sold.

Based on aggregated 13F filings for Q4 2020.