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FT Vest US Equity Moderate Buffer ETF July
GJUL

Overview Fund Activity

100 hedge funds and large institutions have $202M invested in FT Vest US Equity Moderate Buffer ETF July in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+6
Holders Change %
+6.38%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
19
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.2M
2
HFM
Hartford Financial Management
Connecticut
+$5.87M
3
LPL Financial
LPL Financial
California
+$3.79M
4
KIM
Kestra Investment Management
Texas
+$1.01M
5
Osaic Holdings
Osaic Holdings
Arizona
+$818K

Top Sellers

1
CSP
Cary Street Partners
Virginia
-$4.89M
2
SI
Stephens Inc
Arkansas
-$2.61M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.66M
4
IA
IFP Advisors
Florida
-$1.31M
5
AWS
Atria Wealth Solutions
New York
-$1.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
51
PKS Advisory Services
New York
$341K – – –
PCA
52
Pallas Capital Advisors
Massachusetts
$333K -$605K -15,626 -65%
CA
53
CWC Advisors
Oregon
$331K +$193 +5 +0.1%
OIA
54
OneDigital Investment Advisors
Kansas
$328K -$96.6K -2,496 -23%
CA
55
CoreCap Advisors
Michigan
$327K -$5.18K -134 -2%
GWSG
56
GPS Wealth Strategies Group
Colorado
$326K – – –
XPN
57
XY Planning Network
Montana
$325K +$325K +8,396 New
GSAM
58
Grant Street Asset Management
Pennsylvania
$317K -$317K -8,200 -50%
HF
59
HRT Financial
New York
$317K +$317K +8,194 New
PFS
60
Prospera Financial Services
Texas
$301K – – –
TCM
61
Triumph Capital Management
Colorado
$299K +$299K +7,740 New
CPIG
62
Chicago Partners Investment Group
Illinois
$293K – – –
AWA
63
Arkadios Wealth Advisors
Georgia
$279K – – –
MFS
64
Madrona Financial Services
Washington
$272K +$272K +7,020 New
NAM
65
NorthCrest Asset Manangement
Minnesota
$254K +$254K +6,525 New
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$248K – – –
CF
67
Centaurus Financial
California
$247K – – –
PAS
68
Park Avenue Securities
New York
$231K -$7.73K -200 -3%
ACM
69
Anfield Capital Management
California
$229K +$229K +5,927 New
AWA
70
Arete Wealth Advisors
Illinois
$224K – – –
SWM
71
Spire Wealth Management
Virginia
$207K -$12.9K -333 -6%
UBS Group
72
UBS Group
Switzerland
$207K +$134K +3,454 +183%
IAS
73
Insigneo Advisory Services
Florida
$205K +$205K +5,308 New
KPWS
74
Kestra Private Wealth Services
Texas
$201K +$201K +5,200 New
AIC
75
Archer Investment Corporation
Indiana
$201K +$117K +3,012 +138%
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