FT Vest U.S. Equity Buffer ETF – July (BATS:FJUL) Position Trimmed by McCarthy & Cox

McCarthy & Cox lowered its stake in FT Vest U.S. Equity Buffer ETF – July (BATS:FJUL) by 2.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 389,416 shares of the company’s stock after selling 10,939 shares during the period. FT Vest U.S. Equity Buffer ETF – July accounts for 6.6% of McCarthy & Cox’s holdings, making the stock its 3rd biggest position. McCarthy & Cox owned 2.64% of FT Vest U.S. Equity Buffer ETF – July worth $19,069,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in FJUL. SeaCrest Wealth Management LLC boosted its position in FT Vest U.S. Equity Buffer ETF – July by 4.8% in the third quarter. SeaCrest Wealth Management LLC now owns 5,046 shares of the company’s stock valued at $243,000 after buying an additional 232 shares during the last quarter. Nations Financial Group Inc. IA ADV lifted its stake in FT Vest U.S. Equity Buffer ETF – July by 7.6% during the 3rd quarter. Nations Financial Group Inc. IA ADV now owns 7,051 shares of the company’s stock valued at $339,000 after acquiring an additional 498 shares during the period. Centaurus Financial Inc. boosted its holdings in shares of FT Vest U.S. Equity Buffer ETF – July by 6.7% in the 3rd quarter. Centaurus Financial Inc. now owns 8,216 shares of the company’s stock valued at $395,000 after acquiring an additional 517 shares during the last quarter. DHJJ Financial Advisors Ltd. increased its stake in shares of FT Vest U.S. Equity Buffer ETF – July by 5.7% in the third quarter. DHJJ Financial Advisors Ltd. now owns 12,378 shares of the company’s stock worth $596,000 after acquiring an additional 663 shares during the period. Finally, Ignite Planners LLC raised its holdings in shares of FT Vest U.S. Equity Buffer ETF – July by 16.4% during the fourth quarter. Ignite Planners LLC now owns 6,042 shares of the company’s stock worth $298,000 after purchasing an additional 850 shares during the last quarter.

FT Vest U.S. Equity Buffer ETF – July Stock Up 1.9 %

BATS FJUL opened at $49.65 on Monday. The firm has a market capitalization of $731.27 million, a P/E ratio of 25.17 and a beta of 0.72. The firm’s 50-day simple moving average is $49.27 and its two-hundred day simple moving average is $47.89.

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