FT Vest U.S. Equity Buffer ETF – July $FJUL is SMART Wealth LLC’s 7th Largest Position

SMART Wealth LLC cut its holdings in shares of FT Vest U.S. Equity Buffer ETF – July (BATS:FJUL) by 13.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 115,153 shares of the company’s stock after selling 17,834 shares during the period. FT Vest U.S. Equity Buffer ETF – July accounts for about 2.4% of SMART Wealth LLC’s holdings, making the stock its 7th biggest position. SMART Wealth LLC owned approximately 0.57% of FT Vest U.S. Equity Buffer ETF – July worth $6,302,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. CoreCap Advisors LLC lifted its position in FT Vest U.S. Equity Buffer ETF – July by 2.0% during the 3rd quarter. CoreCap Advisors LLC now owns 13,086 shares of the company’s stock worth $716,000 after acquiring an additional 257 shares during the period. Fragasso Financial Advisors Inc raised its stake in shares of FT Vest U.S. Equity Buffer ETF – July by 13.0% during the third quarter. Fragasso Financial Advisors Inc now owns 5,193 shares of the company’s stock worth $285,000 after purchasing an additional 596 shares during the last quarter. FSB Premier Wealth Management Inc. grew its position in FT Vest U.S. Equity Buffer ETF – July by 7.7% in the 3rd quarter. FSB Premier Wealth Management Inc. now owns 9,595 shares of the company’s stock valued at $525,000 after buying an additional 682 shares during the last quarter. Beacon Financial Advisory LLC grew its position in FT Vest U.S. Equity Buffer ETF – July by 19.0% in the 3rd quarter. Beacon Financial Advisory LLC now owns 5,320 shares of the company’s stock valued at $291,000 after buying an additional 850 shares during the last quarter. Finally, Financial Network Wealth Advisors LLC increased its stake in FT Vest U.S. Equity Buffer ETF – July by 48.9% in the 3rd quarter. Financial Network Wealth Advisors LLC now owns 2,982 shares of the company’s stock valued at $163,000 after buying an additional 979 shares during the period.

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

FJUL stock opened at $56.00 on Monday. The stock has a market capitalization of $1.12 billion, a PE ratio of 24.56 and a beta of 0.63. The company has a fifty day moving average of $56.10 and a 200-day moving average of $54.99. FT Vest U.S. Equity Buffer ETF – July has a one year low of $43.02 and a one year high of $56.70.

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.