Avantra Family Wealth Inc. Invests $1.51 Million in FT Cboe Vest U.S. Equity Moderate Buffer ETF – July (NYSEARCA:GJUL)

Avantra Family Wealth Inc. purchased a new position in shares of FT Cboe Vest U.S. Equity Moderate Buffer ETF – July (NYSEARCA:GJUL) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 41,174 shares of the company’s stock, valued at approximately $1,510,000. FT Cboe Vest U.S. Equity Moderate Buffer ETF – July makes up approximately 1.4% of Avantra Family Wealth Inc.’s portfolio, making the stock its 9th biggest position. Avantra Family Wealth Inc. owned 0.53% of FT Cboe Vest U.S. Equity Moderate Buffer ETF – July at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of the company. Barclays PLC acquired a new position in FT Cboe Vest U.S. Equity Moderate Buffer ETF – July in the 3rd quarter valued at $52,000. Jane Street Group LLC raised its holdings in FT Cboe Vest U.S. Equity Moderate Buffer ETF – July by 18.7% in the 3rd quarter. Jane Street Group LLC now owns 53,697 shares of the company’s stock valued at $1,935,000 after acquiring an additional 8,471 shares during the last quarter. Arkadios Wealth Advisors acquired a new position in FT Cboe Vest U.S. Equity Moderate Buffer ETF – July in the 4th quarter valued at $264,000. JPMorgan Chase & Co. raised its holdings in FT Cboe Vest U.S. Equity Moderate Buffer ETF – July by 60.5% in the 3rd quarter. JPMorgan Chase & Co. now owns 24,101 shares of the company’s stock valued at $868,000 after acquiring an additional 9,086 shares during the last quarter. Finally, Sanctuary Advisors LLC acquired a new position in FT Cboe Vest U.S. Equity Moderate Buffer ETF – July in the 3rd quarter valued at $236,000.

FT Cboe Vest U.S. Equity Moderate Buffer ETF – July Stock Down 0.1 %

Shares of FT Cboe Vest U.S. Equity Moderate Buffer ETF – July stock opened at $37.23 on Friday. The company has a fifty day moving average price of $36.93 and a 200 day moving average price of $36.10. FT Cboe Vest U.S. Equity Moderate Buffer ETF – July has a twelve month low of $32.43 and a twelve month high of $37.43.

FT Cboe Vest U.S. Equity Moderate Buffer ETF – July Profile

The FT Vest U.S. Equity Moderate Buffer ETF – July (GJUL) is an exchange-traded fund that mostly invests in large cap equity. The fund aims for specific buffered losses and capped gains on the SPDR S&P 500 ETF Trust over a one-year period. The actively managed fund holds options and collateral. GJUL was launched on Jul 21, 2023 and is issued by First Trust.