Goldenstone Wealth Management LLC Takes Position in FT Vest U.S. Equity Buffer ETF – July $FJUL

Goldenstone Wealth Management LLC bought a new position in shares of FT Vest U.S. Equity Buffer ETF – July (BATS:FJUL) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 13,165 shares of the company’s stock, valued at approximately $736,000.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in FJUL. JPMorgan Chase & Co. raised its holdings in FT Vest U.S. Equity Buffer ETF – July by 419.5% during the second quarter. JPMorgan Chase & Co. now owns 6,769 shares of the company’s stock worth $350,000 after purchasing an additional 5,466 shares in the last quarter. Raymond James Financial Inc. raised its holdings in FT Vest U.S. Equity Buffer ETF – July by 156.0% during the second quarter. Raymond James Financial Inc. now owns 1,808,552 shares of the company’s stock worth $93,574,000 after purchasing an additional 1,102,124 shares in the last quarter. MML Investors Services LLC raised its holdings in FT Vest U.S. Equity Buffer ETF – July by 3.2% during the second quarter. MML Investors Services LLC now owns 74,199 shares of the company’s stock worth $3,839,000 after purchasing an additional 2,308 shares in the last quarter. Merit Financial Group LLC raised its holdings in FT Vest U.S. Equity Buffer ETF – July by 35.8% during the third quarter. Merit Financial Group LLC now owns 5,934 shares of the company’s stock worth $325,000 after purchasing an additional 1,565 shares in the last quarter. Finally, Wealth Enhancement Advisory Services LLC raised its holdings in FT Vest U.S. Equity Buffer ETF – July by 114.8% during the third quarter. Wealth Enhancement Advisory Services LLC now owns 26,133 shares of the company’s stock worth $1,431,000 after purchasing an additional 13,968 shares in the last quarter.

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

Shares of BATS:FJUL opened at $58.74 on Thursday. FT Vest U.S. Equity Buffer ETF – July has a 12 month low of $48.61 and a 12 month high of $58.80. The stock has a market cap of $1.18 billion, a price-to-earnings ratio of 24.56 and a beta of 0.63. The stock’s 50 day moving average price is $56.68 and its 200 day moving average price is $56.12.

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.