McKinley Carter Wealth Services Inc. Has $560,000 Stock Holdings in FT Vest U.S. Equity Buffer ETF – July (BATS:FJUL)

McKinley Carter Wealth Services Inc. reduced its holdings in FT Vest U.S. Equity Buffer ETF – July (BATS:FJUL) by 20.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 11,438 shares of the company’s stock after selling 3,016 shares during the period. McKinley Carter Wealth Services Inc. owned about 0.08% of FT Vest U.S. Equity Buffer ETF – July worth $560,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently bought and sold shares of the business. Ameritas Advisory Services LLC lifted its holdings in shares of FT Vest U.S. Equity Buffer ETF – July by 29.8% during the 4th quarter. Ameritas Advisory Services LLC now owns 21,782 shares of the company’s stock valued at $1,067,000 after buying an additional 5,002 shares during the last quarter. Arkadios Wealth Advisors acquired a new stake in FT Vest U.S. Equity Buffer ETF – July in the fourth quarter valued at approximately $254,000. Concourse Financial Group Securities Inc. grew its position in FT Vest U.S. Equity Buffer ETF – July by 127.8% in the third quarter. Concourse Financial Group Securities Inc. now owns 6,006 shares of the company’s stock worth $289,000 after acquiring an additional 3,369 shares in the last quarter. Ignite Planners LLC acquired a new position in shares of FT Vest U.S. Equity Buffer ETF – July during the 3rd quarter worth $250,000. Finally, CWM LLC raised its holdings in shares of FT Vest U.S. Equity Buffer ETF – July by 119.1% during the 3rd 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.

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

Shares of BATS:FJUL opened at $49.88 on Thursday. The company has a market capitalization of $734.73 million, a PE ratio of 25.17 and a beta of 0.72. The stock has a 50-day simple moving average of $49.42 and a two-hundred day simple moving average of $48.08.

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.