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FT Vest US Equity Buffer ETF July
FJUL

Overview Fund Activity

81 hedge funds and large institutions have $96.6M invested in FT Vest US Equity Buffer ETF July in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 27 reducing their positions, and 9 closing their positions.

Holders
81
Holders Change
+1
Holders Change %
+1.25%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
18
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$15.2M
2
SW
2
SMART Wealth
Nebraska
$3.63M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$21.4M
4
MCC
4
Money Concepts Capital
Florida
$698K
5
Goldman Sachs
5
Goldman Sachs
New York
$590K

Top Sellers

1
LPT
1
Legacy Private Trust
Wisconsin
$389K
2
OMC
2
Old Mission Capital
Illinois
$494K
3
ARC
3
Advisor Resource Council
Texas
$0
4
BFA
4
Beacon Financial Advisory
Ohio
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.31M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$21.4M 624,553 +46,009 +8%
AWM
2
AE Wealth Management
Kansas
$15.2M 444,465 +197,293 +80%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$5.61M 163,526 +14 +0%
Osaic Holdings
4
Osaic Holdings
Arizona
$4.45M 129,808 +4,732 +4%
SW
5
SMART Wealth
Nebraska
$3.63M 105,922 +105,922 New
BCM
6
Beck Capital Management
Texas
$3.08M 89,856 -15,613 -15%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.79M 81,237 -4,467 -5%
OIA
8
OneDigital Investment Advisors
Kansas
$2.67M 77,881 +1,100 +1%
WAP
9
Wealthcare Advisory Partners
Pennsylvania
$2.65M 77,336 +2,988 +4%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.84M 53,493 +1,940 +4%
CA
11
Cetera Advisors
Colorado
$1.71M 49,858 -7,108 -12%
KAS
12
Kestra Advisory Services
Texas
$1.56M 45,444 -17,859 -28%
SPC
13
Sigma Planning Corp
Michigan
$1.56M 45,348 -1,278 -3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.43M 41,755 +572 +1%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.31M 38,313 -19,023 -33%
TGAM
16
TBH Global Asset Management
Tennessee
$1.23M 35,805 – –
WS
17
Wedbush Securities
California
$1.2M 35,106 -177 -0.5%
SPIA
18
Steward Partners Investment Advisory
New York
$1.08M 31,347 +1,908 +6%
CAN
19
Cetera Advisor Networks
California
$806K 23,491 +425 +2%
AIC
20
Archer Investment Corporation
Indiana
$725K 21,122 -772 -4%
APW
21
Aurora Private Wealth
New Jersey
$720K 20,987 -4,234 -17%
MCC
22
Money Concepts Capital
Florida
$698K 20,353 +20,353 New
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$690K 20,124 +310 +2%
T
24
TRUADVICE
Florida
$671K 19,000 -11 -0.1%
FPWM
25
FSB Premier Wealth Management
Iowa
$637K 18,556 +121 +0.7%
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