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FT Vest US Equity Buffer ETF July

58 hedge funds and large institutions have $68.5M invested in FT Vest US Equity Buffer ETF July in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

12.74% more ownership

Funds ownership: 747.17%759.91% (+13%)

4% more funds holding

Funds holding: 5658 (+2)

0% more capital invested

Capital invested by funds: $68.4M → $68.5M (+$98K)

42% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 19

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
11
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$24.6M -$5.76M -162,160 -19%
AC
2
Avestar Capital
New York
$4.21M +$4.15M +116,698 New
BCM
3
Beck Capital Management
Texas
$4.05M -$248K -6,983 -6%
PAG
4
Private Advisory Group
Washington
$3.18M +$3.13M +88,044 New
OIA
5
OneDigital Investment Advisors
Kansas
$2.65M +$912K +25,681 +54%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.59M +$297K +8,353 +13%
CA
7
Cetera Advisors
Colorado
$1.57M -$248K -6,982 -14%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.45M -$153K -4,306 -10%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$1.43M +$1.4M +39,521 New
Citadel Advisors
10
Citadel Advisors
Florida
$1.4M +$1M +28,278 +271%
AWM
11
AE Wealth Management
Kansas
$1.37M +$130K +3,657 +11%
KAS
12
Kestra Advisory Services
Texas
$1.25M -$60.1K -1,692 -5%
FWM
13
Frontier Wealth Management
Missouri
$1.07M
PWM
14
PRW Wealth Management
Massachusetts
$1.05M -$53.3K -1,500 -5%
Wolverine Trading
15
Wolverine Trading
Illinois
$1.04M -$619K -17,424 -38%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1M +$74.7K +2,104 +8%
AIC
17
Archer Investment Corporation
Indiana
$786K -$27.3K -768 -3%
Jane Street
18
Jane Street
New York
$718K +$707K +19,891 New
APW
19
Aurora Private Wealth
New Jersey
$708K -$36 -1 -0%
WS
20
Wedbush Securities
California
$708K
MA
21
Mutual Advisors
Nebraska
$688K -$734K -20,651 -52%
FPWM
22
FSB Premier Wealth Management
Iowa
$675K -$44.7K -1,258 -6%
MSFS
23
Main Street Financial Solutions
Pennsylvania
$661K
T
24
TRUADVICE
Florida
$650K -$355 -10 -0.1%
DFA
25
DHJJ Financial Advisors
Illinois
$538K

FJUL Hedge Fund Activity: Q1 2022 in Review

58 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF July (FJUL) for Q1 2022, worth a combined $68.5M — up 0.14% from $68.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FJUL positions and 5 closed out — a net gain of 5 holders — while 11 added to existing stakes and 19 trimmed.

The largest buyer was Avestar Capital, opening a new position worth an estimated $4.15M. The largest seller was Commonwealth Equity Services, cutting an estimated $5.76M.

  • 58 institutional investors held FT Vest US Equity Buffer ETF July (FJUL) as of Q1 2022, up from 56 in Q4 2021.
  • Funds reported $68.5M of FT Vest US Equity Buffer ETF July stock for Q1 2022, up 0.14% quarter-over-quarter.
  • 10 funds opened new FT Vest US Equity Buffer ETF July positions in Q1 2022 and 5 closed out, a net change of +5 holders.
  • The largest FT Vest US Equity Buffer ETF July buyer in Q1 2022 was Avestar Capital, an estimated $4.15M added.
  • The largest FT Vest US Equity Buffer ETF July seller in Q1 2022 was Commonwealth Equity Services, an estimated $5.76M sold.

Based on aggregated 13F filings for Q1 2022.