JULM

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

Overview Fund Activity

27 hedge funds and large institutions have $10.1M invested in FT Vest U.S. Equity Max Buffer ETF - July in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
-3
Holders Change %
-10%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
3
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$391K
2
FNWA
2
Financial Network Wealth Advisors
Utah
$91.7K
3
GWM
3
Geneos Wealth Management
Colorado
$61K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$24.6K
5
UBS Group
5
UBS Group
Switzerland
$17.7K

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.74M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$301K
4
NFG
4
Nations Financial Group
Iowa
$0
5
BCM
5
Brookstone Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$24.6K +$24.6K +785 New
UBS Group
27
UBS Group
Switzerland
$17.7K +$14.6K +467 +467%
OMC
28
Old Mission Capital
Illinois
– -$788K -25,061 Closed
NFG
29
Nations Financial Group
Iowa
– -$353K -11,222 Closed
BCM
30
Brookstone Capital Management
Illinois
– -$286K -9,099 Closed
AWM
31
AE Wealth Management
Kansas
– -$91.1K -2,900 Closed
LFG
32
Larson Financial Group
Missouri
– -$51.7K -1,644 Closed
1
2