JULM

FT Vest U.S. Equity Max Buffer ETF - July
JULM

Overview Fund Activity

26 hedge funds and large institutions have $9.93M invested in FT Vest U.S. Equity Max Buffer ETF - July in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 1 closing their positions.

Holders
26
Holders Change
-1
Holders Change %
-3.7%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$346K
2
LPL Financial
2
LPL Financial
California
$653K
3
UBS Group
3
UBS Group
Switzerland
$48.5K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.32M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$0
2
FWM
2
Foguth Wealth Management
Michigan
$212K
3
CCFM
3
Clear Creek Financial Management
Washington
$369K
4
GWM
4
Geneos Wealth Management
Colorado
$21.2K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$1.8M 55,235 -314 -0.6%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.32M 40,648 +230 +0.6%
GEA
3
Glen Eagle Advisors
New Jersey
$805K 24,725 – –
LPL Financial
4
LPL Financial
California
$653K 20,057 +7,570 +61%
MA
5
Mutual Advisors
Nebraska
$625K 19,079 – –
KAS
6
Kestra Advisory Services
Texas
$563K 17,285 – –
AWA
7
Arete Wealth Advisors
Illinois
$425K 13,050 – –
NG
8
Norden Group
Utah
$391K 12,000 – –
CCFM
9
Clear Creek Financial Management
Washington
$369K 11,334 -4,391 -28%
Citadel Advisors
10
Citadel Advisors
Florida
$346K 10,627 +10,627 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$313K 9,607 – –
SAW
12
Signal Advisors Wealth
Michigan
$304K 9,343 -141 -1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$271K 8,331 -11 -0.1%
MML Investors Services
14
MML Investors Services
Massachusetts
$268K 8,220 – –
PWP
15
Prasad Wealth Partners
Ohio
$246K 7,550 – –
MFS
16
Madrona Financial Services
Washington
$214K 6,580 – –
IA
17
IFP Advisors
Florida
$213K 6,560 – –
FWM
18
Foguth Wealth Management
Michigan
$212K 6,511 -5,805 -47%
HighTower Advisors
19
HighTower Advisors
Illinois
$212K 6,500 – –
FNWA
20
Financial Network Wealth Advisors
Utah
$95.3K 2,929 – –
ACM
21
Anfield Capital Management
California
$93.6K 2,875 – –
CAL
22
Capital Analysts LLC
Pennsylvania
$80K 2,471 – –
UBS Group
23
UBS Group
Switzerland
$48.5K 1,490 +923 +163%
CAM
24
Creekmur Asset Management
Illinois
$26.9K 825 – –
GWM
25
Geneos Wealth Management
Colorado
$21.2K 650 -1,300 -67%
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