FT Vest U.S. Equity Buffer ETF – July $FJUL Position Trimmed by SOA Wealth Advisors LLC.

SOA Wealth Advisors LLC. decreased its holdings in FT Vest U.S. Equity Buffer ETF – July (BATS:FJUL) by 43.9% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 10,736 shares of the company’s stock after selling 8,405 shares during the quarter. SOA Wealth Advisors LLC. owned 0.05% of FT Vest U.S. Equity Buffer ETF – July worth $587,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of FJUL. Assetmark Inc. grew its position in FT Vest U.S. Equity Buffer ETF – July by 15.3% in the 4th quarter. Assetmark Inc. now owns 231,595 shares of the company’s stock worth $12,950,000 after purchasing an additional 30,659 shares during the last quarter. Money Concepts Capital Corp bought a new stake in shares of FT Vest U.S. Equity Buffer ETF – July during the fourth quarter valued at approximately $1,130,000. Goldenstone Wealth Management LLC bought a new stake in shares of FT Vest U.S. Equity Buffer ETF – July during the fourth quarter valued at approximately $736,000. Aurora Private Wealth Inc. acquired a new position in shares of FT Vest U.S. Equity Buffer ETF – July during the fourth quarter worth approximately $2,123,000. Finally, Integrity Alliance LLC. bought a new position in FT Vest U.S. Equity Buffer ETF – July in the 4th quarter worth approximately $2,493,000.

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

FJUL opened at $59.85 on Friday. The stock’s 50 day moving average price is $59.41 and its 200 day moving average price is $57.54. The stock has a market cap of $1.20 billion, a P/E ratio of 24.56 and a beta of 0.63. FT Vest U.S. Equity Buffer ETF – July has a 12 month low of $52.24 and a 12 month high of $60.19.

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.