Kingswood Wealth Advisors LLC Has $1.01 Million Stake in FT Vest U.S. Equity Buffer ETF – July (BATS:FJUL)

Kingswood Wealth Advisors LLC raised its stake in FT Vest U.S. Equity Buffer ETF – July (BATS:FJUL) by 98.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 20,641 shares of the company’s stock after purchasing an additional 10,251 shares during the period. Kingswood Wealth Advisors LLC owned 0.14% of FT Vest U.S. Equity Buffer ETF – July worth $1,011,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. CWM LLC increased its stake in FT Vest U.S. Equity Buffer ETF – July by 119.1% in the third quarter. CWM LLC now owns 486,850 shares of the company’s stock valued at $23,422,000 after purchasing an additional 264,622 shares in the last quarter. Raymond James & Associates increased its stake in FT Vest U.S. Equity Buffer ETF – July by 68.8% in the third quarter. Raymond James & Associates now owns 465,101 shares of the company’s stock valued at $22,376,000 after purchasing an additional 189,509 shares in the last quarter. McCarthy & Cox increased its stake in FT Vest U.S. Equity Buffer ETF – July by 0.6% in the third quarter. McCarthy & Cox now owns 400,355 shares of the company’s stock valued at $19,261,000 after purchasing an additional 2,293 shares in the last quarter. GDS Wealth Management increased its stake in FT Vest U.S. Equity Buffer ETF – July by 10.8% in the third quarter. GDS Wealth Management now owns 199,966 shares of the company’s stock valued at $9,620,000 after purchasing an additional 19,495 shares in the last quarter. Finally, CreativeOne Wealth LLC increased its stake in FT Vest U.S. Equity Buffer ETF – July by 1,024.2% in the third quarter. CreativeOne Wealth LLC now owns 197,799 shares of the company’s stock valued at $9,516,000 after purchasing an additional 180,205 shares in the last quarter.

FT Vest U.S. Equity Buffer ETF – July Trading Up 2.6 %

FJUL opened at $50.00 on Wednesday. The company has a market capitalization of $736.49 million, a P/E ratio of 25.17 and a beta of 0.72. The firm has a fifty day moving average of $49.40 and a two-hundred day moving average of $48.07.

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.