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FT Vest US Equity Enhance & Moderate Buffer ETF July

40 hedge funds and large institutions have $42.6M invested in FT Vest US Equity Enhance & Moderate Buffer ETF July in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

15.76% more ownership

Funds ownership: 78.62%94.37% (+16%)

9% more capital invested

Capital invested by funds: $39.1M → $42.6M (+$3.59M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

7% less funds holding

Funds holding: 4340 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
40
Holders Change
-3
Holders Change %
-6.98%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
12
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PGWM
1
Pitti Group Wealth Management
New York
$6.4M +$99.4K +2,784 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.04M +$4.74M +132,620 +345%
Osaic Holdings
3
Osaic Holdings
Arizona
$5.16M -$10.1K -283 -0.2%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$4.75M +$3.38M +94,575 +236%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.56M -$428K -11,999 -14%
KAS
6
Kestra Advisory Services
Texas
$2.05M -$3.23M -90,520 -61%
DI
7
Diligent Investors
California
$1.37M
OMC
8
Old Mission Capital
Illinois
$1.16M +$762K +21,349 +184%
GW
9
Griffith & Werner
Georgia
$1.06M
Mariner
10
Mariner
Kansas
$954K
CW
11
CreativeOne Wealth
Kansas
$942K +$720K +20,154 +308%
ATPW
12
Ashton Thomas Private Wealth
Arizona
$938K
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$794K +$248K +6,942 +45%
SOS
14
Silver Oak Securities
Tennessee
$780K +$40.2K +1,127 +5%
Citadel Advisors
15
Citadel Advisors
Florida
$707K +$50.4K +1,411 +8%
SPIA
16
Steward Partners Investment Advisory
New York
$683K -$8.93K -250 -1%
LPL Financial
17
LPL Financial
California
$658K +$189K +5,298 +40%
AF
18
Allworth Financial
California
$477K -$12.5K -349 -2%
AI
19
Atria Investments
North Carolina
$406K +$410K +11,487 New
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$394K -$250K -7,007 -39%
FWM
21
Foguth Wealth Management
Michigan
$382K
BIM
22
Bullseye Investment Management
Ohio
$368K +$21.3K +597 +6%
CPIG
23
Chicago Partners Investment Group
Illinois
$318K
APW
24
Aurora Private Wealth
New Jersey
$300K
SAW
25
Signal Advisors Wealth
Michigan
$291K

XJUL Hedge Fund Activity: Q1 2025 in Review

40 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) for Q1 2025, worth a combined $42.6M — up 9.2% from $39.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of XJUL and 3 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 12 added.

The largest buyer was Envestnet Asset Management, adding an estimated $4.74M. The largest seller was Kestra Advisory Services, cutting an estimated $3.23M.

  • 40 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) as of Q1 2025, down from 43 in Q4 2024.
  • Funds reported $42.6M of FT Vest US Equity Enhance & Moderate Buffer ETF July stock for Q1 2025, up 9.2% quarter-over-quarter.
  • 3 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF July positions in Q1 2025 and 6 closed out, a net change of -3 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF July buyer in Q1 2025 was Envestnet Asset Management, an estimated $4.74M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF July seller in Q1 2025 was Kestra Advisory Services, an estimated $3.23M sold.

Based on aggregated 13F filings for Q1 2025.