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JULM

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

40 hedge funds and large institutions have $13.6M invested in FT Vest U.S. Equity Max Buffer ETF - July in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

11% more funds holding

Funds holding: 3640 (+4)

7% more capital invested

Capital invested by funds: $12.8M → $13.6M (+$835K)

1.03% more ownership

Funds ownership: 45.38%46.41% (+1%)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

Holders
40
Holders Change
+4
Holders Change %
+11.11%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
1
Old Mission Capital
Illinois
$1.42M +$704K +21,088 +99%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$867K -$117K -3,514 -12%
GEA
3
Glen Eagle Advisors
New Jersey
$820K -$11.2K -335 -1%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$787K -$11.2K -337 -1%
LPL Financial
5
LPL Financial
California
$687K -$600 -18 -0.1%
SB
6
Strategic Blueprint
Georgia
$627K +$12.3K +370 +2%
MA
7
Mutual Advisors
Nebraska
$608K -$32.5K -975 -5%
IMC Chicago
8
IMC Chicago
Illinois
$576K +$48.5K +1,453 +9%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$514K
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$478K +$65.8K +1,973 +16%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$446K +$443K +13,267 New
AWA
12
Arete Wealth Advisors
Illinois
$438K
NG
13
Norden Group
Utah
$403K
MFS
14
Madrona Financial Services
Washington
$375K
CWA
15
Crusonia Wealth Advisors
Colorado
$364K +$361K +10,820 New
Goldman Sachs
16
Goldman Sachs
New York
$352K -$33.1K -991 -9%
CCFM
17
Clear Creek Financial Management
Washington
$344K +$4.2K +126 +1%
MML Investors Services
18
MML Investors Services
Massachusetts
$340K +$2.84K +85 +0.8%
AWM
19
AE Wealth Management
Kansas
$333K
KAS
20
Kestra Advisory Services
Texas
$327K -$252K -7,545 -44%
CAM
21
Cresset Asset Management
Illinois
$315K
EA
22
Ergawealth Advisors
Illinois
$298K
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$293K +$8.47K +254 +3%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$258K -$19.7K -591 -7%
PWP
25
Prasad Wealth Partners
Ohio
$228K -$28.4K -850 -11%

JULM Hedge Fund Activity: Q4 2025 in Review

40 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in FT Vest U.S. Equity Max Buffer ETF - July (JULM) for Q4 2025, worth a combined $13.6M — up 6.5% from $12.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JULM positions and 2 closed out — a net gain of 5 holders — while 9 added to existing stakes and 11 trimmed.

The largest buyer was Old Mission Capital, adding an estimated $704K. The largest seller was Citadel Advisors, exiting entirely with an estimated $673K sold.

  • 40 institutional investors held FT Vest U.S. Equity Max Buffer ETF - July (JULM) as of Q4 2025, up from 36 in Q3 2025.
  • Funds reported $13.6M of FT Vest U.S. Equity Max Buffer ETF - July stock for Q4 2025, up 6.5% quarter-over-quarter.
  • 7 funds opened new FT Vest U.S. Equity Max Buffer ETF - July positions in Q4 2025 and 2 closed out, a net change of +5 holders.
  • The largest FT Vest U.S. Equity Max Buffer ETF - July buyer in Q4 2025 was Old Mission Capital, an estimated $704K added.
  • The largest FT Vest U.S. Equity Max Buffer ETF - July seller in Q4 2025 was Citadel Advisors, an estimated $673K sold.

Based on aggregated 13F filings for Q4 2025.