New Wave Wealth Advisors LLC reduced its position in FT Vest U.S. Equity Buffer ETF – July (BATS:FJUL – Free Report) by 10.0% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 9,000 shares of the company’s stock after selling 1,000 shares during the quarter. New Wave Wealth Advisors LLC’s holdings in FT Vest U.S. Equity Buffer ETF – July were worth $441,000 as of its most recent filing with the SEC.
Other institutional investors have also bought and sold shares of the company. Continuum Advisory LLC acquired a new stake in shares of FT Vest U.S. Equity Buffer ETF – July during the 3rd quarter worth approximately $91,000. Gilliland Jeter Wealth Management LLC acquired a new stake in FT Vest U.S. Equity Buffer ETF – July in the third quarter worth $104,000. Barclays PLC bought a new stake in FT Vest U.S. Equity Buffer ETF – July in the third quarter valued at $128,000. Creative Financial Designs Inc. ADV raised its holdings in shares of FT Vest U.S. Equity Buffer ETF – July by 924.3% during the third quarter. Creative Financial Designs Inc. ADV now owns 2,786 shares of the company’s stock valued at $134,000 after purchasing an additional 2,514 shares during the period. Finally, Black Point Wealth Management bought a new position in shares of FT Vest U.S. Equity Buffer ETF – July during the 3rd quarter worth about $203,000.
FT Vest U.S. Equity Buffer ETF – July Stock Performance
Shares of FJUL opened at $49.99 on Friday. The company has a 50 day moving average price of $49.44 and a 200-day moving average price of $48.10. The firm has a market cap of $736.35 million, a P/E ratio of 25.17 and a beta of 0.72.
FT Vest U.S. Equity Buffer ETF – July Company Profile
The FT Cboe Vest U.S. Equity Buffer ETF – July (FJUL) is an exchange-traded fund that mostly invests in large cap equity. The fund aims for specific buffered losses and capped gains on the SPY over a specific holdings period. The actively-managed fund holds options and collateral. FJUL was launched on Jul 17, 2020 and is managed by First Trust.
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