SMART Wealth LLC Has $6.36 Million Stock Holdings in FT Vest U.S. Equity Buffer ETF – July (BATS:FJUL)

SMART Wealth LLC trimmed its position in FT Vest U.S. Equity Buffer ETF – July (BATS:FJUL) by 12.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 129,946 shares of the company’s stock after selling 18,389 shares during the quarter. FT Vest U.S. Equity Buffer ETF – July comprises approximately 2.3% of SMART Wealth LLC’s holdings, making the stock its 11th largest position. SMART Wealth LLC owned 0.88% of FT Vest U.S. Equity Buffer ETF – July worth $6,363,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Continuum Advisory LLC acquired a new stake in shares of FT Vest U.S. Equity Buffer ETF – July in the third quarter worth $91,000. Gilliland Jeter Wealth Management LLC acquired a new stake in FT Vest U.S. Equity Buffer ETF – July in the 3rd quarter worth $104,000. Barclays PLC bought a new position in shares of FT Vest U.S. Equity Buffer ETF – July during the 3rd quarter worth about $128,000. Creative Financial Designs Inc. ADV raised its position in shares of 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 last quarter. Finally, Black Point Wealth Management acquired a new position in shares of 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 Trading Up 2.9 %

FJUL stock opened at $50.13 on Friday. The firm has a market capitalization of $738.41 million, a P/E ratio of 25.17 and a beta of 0.72. The business’s fifty day moving average price is $49.50 and its 200-day moving average price is $48.22.

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.