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FT Vest US Equity Enhance & Moderate Buffer ETF July

30 hedge funds and large institutions have $27.8M invested in FT Vest US Equity Enhance & Moderate Buffer ETF July in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

57.58% more ownership

Funds ownership: 0%57.58% (+58%)

Holders
30
Holders Change
+30
Holders Change %
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$5.2M +$5.28M +172,424 New
Osaic Holdings
2
Osaic Holdings
Arizona
$4.44M +$4.51M +147,199 New
KAS
3
Kestra Advisory Services
Texas
$2.78M +$2.83M +92,302 New
SI
4
Stephens Inc
Arkansas
$2.77M +$2.82M +92,037 New
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$2.56M +$2.6M +85,008 New
CAN
6
Cetera Advisor Networks
California
$1.53M +$1.55M +50,587 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.04M +$1.05M +34,442 New
SOS
8
Silver Oak Securities
Tennessee
$896K +$910K +29,715 New
DI
9
Diligent Investors
California
$805K +$817K +26,687 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$739K +$750K +24,499 New
SPIA
11
Steward Partners Investment Advisory
New York
$731K +$742K +24,250 New
Mariner
12
Mariner
Kansas
$634K +$644K +21,029 New
CA
13
Cetera Advisors
Colorado
$455K +$462K +15,094 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$377K +$383K +12,498 New
Truist Financial
15
Truist Financial
North Carolina
$372K +$380K +12,413 New
BFG
16
Bouchey Financial Group
New York
$357K +$363K +11,842 New
CWG
17
Crown Wealth Group
North Carolina
$302K +$306K +10,000 New
FHC
18
First Heartland Consultants
Missouri
$271K +$275K +8,993 New
CPIG
19
Chicago Partners Investment Group
Illinois
$236K +$241K +7,873 New
SPC
20
Sigma Planning Corp
Michigan
$230K +$233K +7,623 New
ACA
21
Aptus Capital Advisors
Alabama
$216K +$219K +7,165 New
GWANC
22
Guardian Wealth Advisors (North Carolina)
North Carolina
$216K +$219K +7,165 New
GSAM
23
Grant Street Asset Management
Pennsylvania
$212K +$215K +7,025 New
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$108K +$110K +3,587 New
PP
25
PFS Partners
New Jersey
$85.2K +$86.5K +2,826 New

XJUL Hedge Fund Activity: Q3 2023 in Review

30 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) for Q3 2023, worth a combined $27.8M.

Buyers outnumbered sellers: 30 funds opened new XJUL positions and 0 closed out — a net gain of 30 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $5.28M.

  • 30 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) as of Q3 2023, up from 0 in Q2 2023.
  • Funds reported $27.8M of FT Vest US Equity Enhance & Moderate Buffer ETF July stock for Q3 2023.
  • 30 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF July positions in Q3 2023 and 0 closed out, a net change of +30 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF July buyer in Q3 2023 was Commonwealth Equity Services, an estimated $5.28M added.

Based on aggregated 13F filings for Q3 2023.