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FT Vest US Equity Buffer ETF July

164 hedge funds and large institutions have $334M invested in FT Vest US Equity Buffer ETF July in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 74 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

7% more funds holding

Funds holding: 153164 (+11)

5.4% less ownership

Funds ownership: 34.32%28.92% (-5.4%)

7% less capital invested

Capital invested by funds: $361M → $334M (-$27M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

57% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 74

Holders
164
Holders Change
+11
Holders Change %
+7.19%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
32
Reduced
74
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$39.9M -$399K -7,239 -1%
Raymond James Financial
2
Raymond James Financial
Florida
$32.2M -$725K -13,140 -2%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$18.6M -$1.05M -18,963 -5%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$18.3M -$3.37M -61,103 -16%
AssetMark Inc
5
AssetMark Inc
California
$12.9M +$1.69M +30,659 +15%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$12.9M -$333K -6,030 -3%
MML Investors Services
7
MML Investors Services
Massachusetts
$11.8M +$796K +14,436 +7%
RFG
8
REAP Financial Group
Texas
$7.95M -$263K -4,771 -3%
Osaic Holdings
9
Osaic Holdings
Arizona
$7.62M -$3.11M -56,287 -29%
LPL Financial
10
LPL Financial
California
$7.54M -$360K -6,527 -5%
AI
11
Atria Investments
North Carolina
$6.7M -$198K -3,593 -3%
OBWG
12
Onyx Bridge Wealth Group
New York
$6.38M -$53.1K -963 -0.8%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$6.03M -$35K -635 -0.6%
SI
14
Stephens Inc
Arkansas
$5.95M -$869K -15,755 -13%
SW
15
SMART Wealth
Nebraska
$5.81M -$618K -11,196 -10%
NG
16
Novem Group
New York
$5.39M -$26.8K -485 -0.5%
MW
17
MBL Wealth
North Carolina
$5.26M -$86.1K -1,560 -2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$4.98M -$114K -2,074 -2%
MOS
19
MGO One Seven
Ohio
$4.61M -$43.3K -784 -0.9%
KAS
20
Kestra Advisory Services
Texas
$4.58M +$73K +1,324 +2%
BWM
21
BAM Wealth Management
Colorado
$4.48M -$566K -10,254 -11%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$3.31M -$93.8K -1,701 -3%
BCM
23
Beck Capital Management
Texas
$3.28M -$125K -2,265 -4%
CW
24
CreativeOne Wealth
Kansas
$3.09M -$36.1K -654 -1%
MSFS
25
Main Street Financial Solutions
Pennsylvania
$2.83M -$104K -1,880 -4%

FJUL Hedge Fund Activity: Q4 2025 in Review

164 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF July (FJUL) for Q4 2025, worth a combined $334M — down 7.5% from $361M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FJUL positions and 8 closed out — a net gain of 11 holders — while 32 added to existing stakes and 74 trimmed.

The largest buyer was Integrity Alliance, opening a new position worth an estimated $2.46M. The largest seller was Ferguson Shapiro, cutting an estimated $20.8M.

  • 164 institutional investors held FT Vest US Equity Buffer ETF July (FJUL) as of Q4 2025, up from 153 in Q3 2025.
  • Funds reported $334M of FT Vest US Equity Buffer ETF July stock for Q4 2025, down 7.5% quarter-over-quarter.
  • 19 funds opened new FT Vest US Equity Buffer ETF July positions in Q4 2025 and 8 closed out, a net change of +11 holders.
  • The largest FT Vest US Equity Buffer ETF July buyer in Q4 2025 was Integrity Alliance, an estimated $2.46M added.
  • The largest FT Vest US Equity Buffer ETF July seller in Q4 2025 was Ferguson Shapiro, an estimated $20.8M sold.

Based on aggregated 13F filings for Q4 2025.