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FT Vest US Equity Buffer ETF July

142 hedge funds and large institutions have $276M invested in FT Vest US Equity Buffer ETF July in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.37% less ownership

Funds ownership: 34.73%30.36% (-4.4%)

5% less funds holding

Funds holding: 150142 (-8)

15% less capital invested

Capital invested by funds: $325M → $276M (-$49M)

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

47% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 64

Holders
142
Holders Change
-8
Holders Change %
-5.33%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
34
Reduced
64
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$33.6M +$107K +2,180 +0.3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$23.7M +$425K +8,648 +2%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$17.7M -$453K -9,212 -2%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$16.3M +$1.42M +28,888 +9%
FSA
5
Financial Services Advisory
Maryland
$15.6M -$359K -7,304 -2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$9.29M -$361K -7,341 -4%
Osaic Holdings
7
Osaic Holdings
Arizona
$8.3M -$3.16M -64,246 -27%
CW
8
CreativeOne Wealth
Kansas
$7.27M -$47K -956 -0.6%
AssetMark Inc
9
AssetMark Inc
California
$6.53M +$1.86M +37,782 +38%
AA
10
Armis Advisers
Georgia
$6.31M -$112K -2,289 -2%
SW
11
SMART Wealth
Nebraska
$6.14M -$50.5K -1,027 -0.8%
SI
12
Stephens Inc
Arkansas
$6.06M -$59K -1,201 -0.9%
RFG
13
REAP Financial Group
Texas
$5.85M +$393 +8 +0%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$5.36M
MW
15
MBL Wealth
North Carolina
$4.98M -$208K -4,233 -4%
LPL Financial
16
LPL Financial
California
$4.73M +$12.4K +252 +0.3%
NG
17
Novem Group
New York
$4.27M -$430K -8,745 -9%
KWS
18
Keystone Wealth Services
California
$3.81M -$197K -4,018 -5%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.75M -$153K -3,121 -4%
KAS
20
Kestra Advisory Services
Texas
$3.74M -$294K -5,986 -7%
MSFS
21
Main Street Financial Solutions
Pennsylvania
$3.51M -$29.7K -604 -0.8%
MML Investors Services
22
MML Investors Services
Massachusetts
$3.42M -$201K -4,098 -5%
BCM
23
Beck Capital Management
Texas
$2.98M -$184K -3,738 -6%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$2.59M +$54.9K +1,118 +2%
OWM
25
Opes Wealth Management
California
$2.27M +$34.4K +700 +1%

FJUL Hedge Fund Activity: Q1 2025 in Review

142 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF July (FJUL) for Q1 2025, worth a combined $276M — down 15% from $325M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of FJUL and 9 opened new positions — a net loss of 6 holders — while 64 trimmed existing stakes and 34 added.

The largest buyer was AssetMark Inc, adding an estimated $1.86M. The largest seller was McCarthy & Cox, cutting an estimated $18M.

  • 142 institutional investors held FT Vest US Equity Buffer ETF July (FJUL) as of Q1 2025, down from 150 in Q4 2024.
  • Funds reported $276M of FT Vest US Equity Buffer ETF July stock for Q1 2025, down 15% quarter-over-quarter.
  • 9 funds opened new FT Vest US Equity Buffer ETF July positions in Q1 2025 and 15 closed out, a net change of -6 holders.
  • The largest FT Vest US Equity Buffer ETF July buyer in Q1 2025 was AssetMark Inc, an estimated $1.86M added.
  • The largest FT Vest US Equity Buffer ETF July seller in Q1 2025 was McCarthy & Cox, an estimated $18M sold.

Based on aggregated 13F filings for Q1 2025.