1776 Wealth LLC lifted its position in shares of FT Vest U.S. Equity Buffer ETF – July (BATS:FJUL – Free Report) by 4.3% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 33,220 shares of the company’s stock after acquiring an additional 1,369 shares during the quarter. FT Vest U.S. Equity Buffer ETF – July accounts for approximately 0.7% of 1776 Wealth LLC’s investment portfolio, making the stock its 26th biggest holding. 1776 Wealth LLC’s holdings in FT Vest U.S. Equity Buffer ETF – July were worth $1,598,000 at the end of the most recent quarter.
A number of other institutional investors have also recently modified their holdings of the business. Mather Group LLC. acquired a new position in shares of FT Vest U.S. Equity Buffer ETF – July during the second quarter valued at approximately $78,000. Gilliland Jeter Wealth Management LLC acquired a new stake in shares of FT Vest U.S. Equity Buffer ETF – July in the third quarter valued at about $104,000. Creative Financial Designs Inc. ADV lifted its stake in shares of FT Vest U.S. Equity Buffer ETF – July by 924.3% in the third quarter. Creative Financial Designs Inc. ADV now owns 2,786 shares of the company’s stock worth $134,000 after buying an additional 2,514 shares in the last quarter. Black Point Wealth Management acquired a new position in FT Vest U.S. Equity Buffer ETF – July during the third quarter worth about $203,000. Finally, Concurrent Investment Advisors LLC purchased a new stake in FT Vest U.S. Equity Buffer ETF – July during the 3rd quarter valued at about $208,000.
FT Vest U.S. Equity Buffer ETF – July Trading Down 0.8 %
FJUL traded down $0.38 during trading on Friday, reaching $48.64. The company’s stock had a trading volume of 28,638 shares. The company has a market capitalization of $716.47 million, a P/E ratio of 25.17 and a beta of 0.72. The stock has a 50-day simple moving average of $48.10 and a two-hundred day simple moving average of $46.61.
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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