MBL Wealth LLC Trims Position in FT Vest U.S. Equity Buffer ETF – July $FJUL

MBL Wealth LLC decreased its holdings in shares of FT Vest U.S. Equity Buffer ETF – July (BATS:FJUL) by 1.0% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 103,488 shares of the company’s stock after selling 1,088 shares during the quarter. MBL Wealth LLC owned 0.52% of FT Vest U.S. Equity Buffer ETF – July worth $5,354,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of FJUL. Assetmark Inc. grew its holdings in shares of FT Vest U.S. Equity Buffer ETF – July by 38.1% during the first quarter. Assetmark Inc. now owns 137,011 shares of the company’s stock worth $6,526,000 after purchasing an additional 37,782 shares in the last quarter. Cetera Investment Advisers grew its holdings in shares of FT Vest U.S. Equity Buffer ETF – July by 9.2% during the first quarter. Cetera Investment Advisers now owns 342,168 shares of the company’s stock worth $16,299,000 after purchasing an additional 28,888 shares in the last quarter. Kingswood Wealth Advisors LLC grew its holdings in shares of FT Vest U.S. Equity Buffer ETF – July by 129.2% during the first quarter. Kingswood Wealth Advisors LLC now owns 47,313 shares of the company’s stock worth $2,258,000 after purchasing an additional 26,672 shares in the last quarter. Synergy Asset Management LLC purchased a new position in shares of FT Vest U.S. Equity Buffer ETF – July during the first quarter worth about $1,257,000. Finally, Wealth Enhancement Advisory Services LLC purchased a new position in shares of FT Vest U.S. Equity Buffer ETF – July during the fourth quarter worth about $677,000.

FT Vest U.S. Equity Buffer ETF – July Trading Up 12.5%

Shares of BATS FJUL opened at $54.83 on Friday. FT Vest U.S. Equity Buffer ETF – July has a 12 month low of $43.02 and a 12 month high of $52.97. The firm has a market capitalization of $1.10 billion, a price-to-earnings ratio of 24.56 and a beta of 0.63. The business has a 50-day moving average of $53.77 and a 200-day moving average of $50.76.

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

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.