Opes Wealth Management LLC Cuts Stock Holdings in FT Vest U.S. Equity Buffer ETF – July (BATS:FJUL)

Opes Wealth Management LLC trimmed its holdings in shares of FT Vest U.S. Equity Buffer ETF – July (BATS:FJUL) by 1.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 47,060 shares of the company’s stock after selling 805 shares during the period. Opes Wealth Management LLC’s holdings in FT Vest U.S. Equity Buffer ETF – July were worth $2,304,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Continuum Advisory LLC purchased a new stake in FT Vest U.S. Equity Buffer ETF – July during the third quarter valued at about $91,000. Gilliland Jeter Wealth Management LLC purchased a new stake in FT Vest U.S. Equity Buffer ETF – July during the third quarter valued at about $104,000. Barclays PLC purchased a new stake in FT Vest U.S. Equity Buffer ETF – July during the third quarter valued at about $128,000. Creative Financial Designs Inc. ADV boosted its position in FT Vest U.S. Equity Buffer ETF – July by 924.3% during the third quarter. Creative Financial Designs Inc. ADV now owns 2,786 shares of the company’s stock valued at $134,000 after buying an additional 2,514 shares during the period. Finally, Black Point Wealth Management purchased a new stake in FT Vest U.S. Equity Buffer ETF – July during the third quarter valued at about $203,000.

FT Vest U.S. Equity Buffer ETF – July Stock Up 3.3 %

BATS FJUL opened at $50.33 on Friday. The business has a 50-day simple moving average of $49.56 and a 200-day simple moving average of $48.40. The company has a market capitalization of $741.36 million, a PE ratio of 25.17 and a beta of 0.72.

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.