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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
Osaic Holdings
1
Osaic Holdings
Arizona
$30.9M +$31.5M +1,031,784 New
AWM
2
AE Wealth Management
Kansas
$13.1M +$13.3M +436,361 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.51M +$9.7M +317,779 New
HI
4
Harbour Investments
Wisconsin
$8.69M +$8.86M +290,360 New
Truist Financial
5
Truist Financial
North Carolina
$6.27M +$6.39M +209,273 New
IWC
6
Integrated Wealth Concepts
Massachusetts
$4.95M +$5.04M +165,258 New
AP
7
Americana Partners
Texas
$4.41M +$4.5M +147,322 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.85M +$3.92M +128,584 New
NA
9
NewEdge Advisors
Louisiana
$3.71M +$3.78M +123,990 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$3.59M +$3.66M +119,858 New
KAS
11
Kestra Advisory Services
Texas
$3.42M +$3.48M +114,103 New
CAN
12
Cetera Advisor Networks
California
$3.28M +$3.34M +109,519 New
RA
13
RFG Advisory
Alabama
$2.31M +$2.36M +77,185 New
CA
14
Cetera Advisors
Colorado
$2.19M +$2.24M +73,261 New
PCA
15
Pallas Capital Advisors
Massachusetts
$2.17M +$2.24M +73,328 New
MWM
16
Maltin Wealth Management
New Jersey
$2.16M +$2.2M +72,226 New
HAS
17
HBW Advisory Services
California
$1.59M +$1.62M +53,001 New
CFGS
18
Concourse Financial Group Securities
Alabama
$1.44M +$1.47M +48,122 New
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$1.36M +$1.38M +45,289 New
SI
20
Stephens Inc
Arkansas
$1.28M +$1.3M +42,630 New
IA
21
Insight Advisors
Pennsylvania
$1.07M +$1.09M +35,761 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.06M +$1.08M +35,450 New
CHC
23
City Holding Co
West Virginia
$947K +$966K +31,650 New
AAS
24
Avantax Advisory Services
Texas
$929K +$947K +31,027 New
EGA
25
E&G Advisors
Texas
$835K +$852K +27,900 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.