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FT Vest US Equity Moderate Buffer ETF July

130 hedge funds and large institutions have $250M invested in FT Vest US Equity Moderate Buffer ETF July in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 50 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.72% less ownership

Funds ownership: 66.16%59.44% (-6.7%)

8% less funds holding

Funds holding: 141130 (-11)

37% less capital invested

Capital invested by funds: $394M → $250M (-$144M)

38% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 26

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

62% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 50

Holders
130
Holders Change
-11
Holders Change %
-7.8%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.02%
New
16
Increased
19
Reduced
50
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$45.8M -$14.7M -359,702 -25%
Osaic Holdings
2
Osaic Holdings
Arizona
$28.2M -$4.37M -107,076 -14%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$17.9M -$759K -18,596 -4%
NWWA
4
New Wave Wealth Advisors
Arkansas
$15.6M +$398K +9,746 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$13M +$243K +5,942 +2%
LPL Financial
6
LPL Financial
California
$11M +$418K +10,243 +4%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$9.82M -$207K -5,065 -2%
KAS
8
Kestra Advisory Services
Texas
$8.2M +$203K +4,964 +3%
Truist Financial
9
Truist Financial
North Carolina
$8.04M +$78.5K +1,923 +1%
DI
10
DAGCO Inc
Ohio
$7.39M -$184K -4,503 -2%
AP
11
Americana Partners
Texas
$7.21M -$1.02M -25,051 -13%
IWC
12
Integrated Wealth Concepts
Massachusetts
$6.87M
MML Investors Services
13
MML Investors Services
Massachusetts
$4.73M +$295K +7,218 +7%
SW
14
Schulz Wealth
Texas
$4.18M
SS
15
Sunbelt Securities
Texas
$4.05M -$102K -2,500 -2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.52M -$117K -2,871 -3%
PAS
17
Park Avenue Securities
New York
$2.21M
HighTower Advisors
18
HighTower Advisors
Illinois
$1.99M -$170K -4,158 -8%
CHC
19
City Holding Co
West Virginia
$1.97M -$24.5K -600 -1%
AFW
20
Avantra Family Wealth
Pennsylvania
$1.78M +$31.1K +762 +2%
CW
21
CreativeOne Wealth
Kansas
$1.74M -$4.98K -122 -0.3%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$1.69M -$240K -5,876 -13%
PCA
23
Prosperity Capital Advisors
Ohio
$1.41M
FS
24
Ferguson Shapiro
Georgia
$1.37M -$24.1M -589,584 -95%
NA
25
NewEdge Advisors
Louisiana
$1.37M -$10K -245 -0.7%

GJUL Hedge Fund Activity: Q4 2025 in Review

130 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF July (GJUL) for Q4 2025, worth a combined $250M — down 37% from $394M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of GJUL and 16 opened new positions — a net loss of 10 holders — while 50 trimmed existing stakes and 19 added.

The largest buyer was Kovack Advisors, opening a new position worth an estimated $866K. The largest seller was AE Wealth Management, cutting an estimated $60.6M.

  • 130 institutional investors held FT Vest US Equity Moderate Buffer ETF July (GJUL) as of Q4 2025, down from 141 in Q3 2025.
  • Funds reported $250M of FT Vest US Equity Moderate Buffer ETF July stock for Q4 2025, down 37% quarter-over-quarter.
  • 16 funds opened new FT Vest US Equity Moderate Buffer ETF July positions in Q4 2025 and 26 closed out, a net change of -10 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF July buyer in Q4 2025 was Kovack Advisors, an estimated $866K added.
  • The largest FT Vest US Equity Moderate Buffer ETF July seller in Q4 2025 was AE Wealth Management, an estimated $60.6M sold.

Based on aggregated 13F filings for Q4 2025.