FT Vest U.S. Equity Buffer ETF – July (BATS:FJUL) Shares Sold by Steward Partners Investment Advisory LLC

Steward Partners Investment Advisory LLC trimmed its stake in FT Vest U.S. Equity Buffer ETF – July (BATS:FJUL) by 4.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 172,326 shares of the company’s stock after selling 8,792 shares during the period. Steward Partners Investment Advisory LLC’s holdings in FT Vest U.S. Equity Buffer ETF – July were worth $8,438,000 at the end of the most recent quarter.

Several other hedge funds also recently made changes to their positions in FJUL. Janney Montgomery Scott LLC raised its position in FT Vest U.S. Equity Buffer ETF – July by 22.7% in the 3rd quarter. Janney Montgomery Scott LLC now owns 55,562 shares of the company’s stock valued at $2,673,000 after purchasing an additional 10,279 shares during the last quarter. Concurrent Investment Advisors LLC acquired a new position in FT Vest U.S. Equity Buffer ETF – July in the third quarter valued at $208,000. TFB Advisors LLC raised its holdings in shares of FT Vest U.S. Equity Buffer ETF – July by 30.7% in the third quarter. TFB Advisors LLC now owns 7,327 shares of the company’s stock valued at $353,000 after buying an additional 1,722 shares during the last quarter. Assetmark Inc. boosted its stake in shares of FT Vest U.S. Equity Buffer ETF – July by 188.6% during the third quarter. Assetmark Inc. now owns 64,545 shares of the company’s stock worth $3,105,000 after buying an additional 42,183 shares during the period. Finally, Atria Investments Inc acquired a new stake in shares of FT Vest U.S. Equity Buffer ETF – July during the third quarter worth about $1,115,000.

FT Vest U.S. Equity Buffer ETF – July Price Performance

Shares of FJUL stock opened at $49.00 on Thursday. The firm has a 50-day moving average of $49.62 and a 200-day moving average of $48.76. The firm has a market cap of $949.68 million, a PE ratio of 26.63 and a beta of 0.62.

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.