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FT Vest US Equity Moderate Buffer ETF July

59 hedge funds and large institutions have $126M invested in FT Vest US Equity Moderate Buffer ETF July in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

57.46% more ownership

Funds ownership: 0%57.46% (+57%)

Holders
59
Holders Change
+59
Holders Change %
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
59
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
26
Atria Wealth Solutions
New York
$828K +$844K +27,661 New
Jane Street
27
Jane Street
New York
$777K +$792K +25,941 New
BOSSRA
28
B.O.S.S. Retirement Advisors
Utah
$667K +$680K +22,271 New
TLA
29
Tanglewood Legacy Advisors
Texas
$636K +$648K +21,245 New
SS
30
Sunbelt Securities
Texas
$559K +$570K +18,680 New
TCM
31
Triumph Capital Management
Colorado
$511K +$521K +17,062 New
CSPIA
32
Cary Street Partners Investment Advisory
Virginia
$511K +$521K +17,056 New
ACA
33
Aptus Capital Advisors
Alabama
$484K +$493K +16,160 New
GWANC
34
Guardian Wealth Advisors (North Carolina)
North Carolina
$484K +$493K +16,160 New
GLR
35
Great Lakes Retirement
Ohio
$443K +$452K +14,799 New
AIC
36
Archer Investment Corporation
Indiana
$410K +$418K +13,679 New
ICG
37
InterOcean Capital Group
Tennessee
$407K +$415K +13,605 New
IF
38
Integrity Financial
Wyoming
$390K +$398K +13,041 New
AWE
39
Avidian Wealth Enterprises
Texas
$380K +$387K +12,693 New
DI
40
Diligent Investors
California
$368K +$375K +12,300 New
Citadel Advisors
41
Citadel Advisors
Florida
$320K +$326K +10,687 New
KWS
42
Keystone Wealth Services
California
$283K +$288K +9,436 New
NAM
43
NorthCrest Asset Manangement
Minnesota
$251K +$256K +8,394 New
ACM
44
Anfield Capital Management
California
$249K +$254K +8,329 New
KPWS
45
Kestra Private Wealth Services
Texas
$240K +$244K +8,000 New
PFS
46
Prospera Financial Services
Texas
$239K +$243K +7,974 New
AWA
47
Authentikos Wealth Advisory
California
$224K +$228K +7,470 New
CPIG
48
Chicago Partners Investment Group
Illinois
$221K +$227K +7,450 New
CA
49
Claro Advisors
Massachusetts
$220K +$224K +7,350 New
SPIA
50
Steward Partners Investment Advisory
New York
$214K +$219K +7,162 New

GJUL Hedge Fund Activity: Q3 2023 in Review

59 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF July (GJUL) for Q3 2023, worth a combined $126M.

Buyers outnumbered sellers: 59 funds opened new GJUL positions and 0 closed out — a net gain of 59 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Osaic Holdings, opening a new position worth an estimated $31.5M.

  • 59 institutional investors held FT Vest US Equity Moderate Buffer ETF July (GJUL) as of Q3 2023, up from 0 in Q2 2023.
  • Funds reported $126M of FT Vest US Equity Moderate Buffer ETF July stock for Q3 2023.
  • 59 funds opened new FT Vest US Equity Moderate Buffer ETF July positions in Q3 2023 and 0 closed out, a net change of +59 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF July buyer in Q3 2023 was Osaic Holdings, an estimated $31.5M added.

Based on aggregated 13F filings for Q3 2023.