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FT Vest US Equity Moderate Buffer ETF July

95 hedge funds and large institutions have $169M invested in FT Vest US Equity Moderate Buffer ETF July in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4.89% less ownership

Funds ownership: 66.73%61.84% (-4.9%)

6% less funds holding

Funds holding: 10195 (-6)

20% less capital invested

Capital invested by funds: $212M → $169M (-$42.8M)

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

74% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 42

Holders
95
Holders Change
-6
Holders Change %
-5.94%
% of All Funds
1.27%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
11
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FS
1
Ferguson Shapiro
Georgia
$22M -$112K -3,052 -0.5%
Raymond James Financial
2
Raymond James Financial
Florida
$18.3M -$968K -26,314 -5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12.9M +$16.3K +444 +0.1%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$8.81M +$2.34M +63,558 +35%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.22M -$85.3K -2,317 -1%
DI
6
DAGCO Inc
Ohio
$7.78M -$91.2K -2,478 -1%
Osaic Holdings
7
Osaic Holdings
Arizona
$7.05M -$2.35M -63,869 -25%
Truist Financial
8
Truist Financial
North Carolina
$6.81M -$3.68M -100,107 -35%
KAS
9
Kestra Advisory Services
Texas
$6.52M -$612K -16,616 -8%
IWC
10
Integrated Wealth Concepts
Massachusetts
$5.97M
LPL Financial
11
LPL Financial
California
$5.8M +$461K +12,513 +8%
AP
12
Americana Partners
Texas
$5.57M -$3.99M -108,480 -41%
CSP
13
Cary Street Partners
Virginia
$4.97M -$422K -11,477 -8%
SW
14
Schulz Wealth
Texas
$3.44M
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.36M -$25.8K -702 -0.7%
SI
16
Stephens Inc
Arkansas
$2.94M -$291K -7,900 -9%
SS
17
Sunbelt Securities
Texas
$2.1M -$34K -925 -2%
CHC
18
City Holding Co
West Virginia
$1.7M
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.58M +$17.4K +473 +1%
AFW
20
Avantra Family Wealth
Pennsylvania
$1.47M -$8.24K -224 -0.5%
NA
21
NewEdge Advisors
Louisiana
$1.3M -$173K -4,705 -11%
AWS
22
Atria Wealth Solutions
New York
$1.3M -$97.9K -2,661 -7%
IA
23
IFP Advisors
Florida
$1.29M -$11.3M -307,505 -90%
JP Morgan Chase
24
JP Morgan Chase
New York
$1.23M +$317K +8,625 +34%
SOS
25
Silver Oak Securities
Tennessee
$1.22M

GJUL Hedge Fund Activity: Q1 2025 in Review

95 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF July (GJUL) for Q1 2025, worth a combined $169M — down 20% from $212M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of GJUL and 5 opened new positions — a net loss of 6 holders — while 42 trimmed existing stakes and 11 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $2.34M. The largest seller was IFP Advisors, cutting an estimated $11.3M.

  • 95 institutional investors held FT Vest US Equity Moderate Buffer ETF July (GJUL) as of Q1 2025, down from 101 in Q4 2024.
  • Funds reported $169M of FT Vest US Equity Moderate Buffer ETF July stock for Q1 2025, down 20% quarter-over-quarter.
  • 5 funds opened new FT Vest US Equity Moderate Buffer ETF July positions in Q1 2025 and 11 closed out, a net change of -6 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF July buyer in Q1 2025 was Cetera Investment Advisers, an estimated $2.34M added.
  • The largest FT Vest US Equity Moderate Buffer ETF July seller in Q1 2025 was IFP Advisors, an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2025.