Avantra Family Wealth Inc. Has $1.63 Million Position in FT Cboe Vest U.S. Equity Moderate Buffer ETF – July $GJUL

Avantra Family Wealth Inc. boosted its holdings in shares of FT Cboe Vest U.S. Equity Moderate Buffer ETF – July (NYSEARCA:GJUL) by 3.1% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 42,235 shares of the company’s stock after buying an additional 1,285 shares during the period. FT Cboe Vest U.S. Equity Moderate Buffer ETF – July comprises 1.3% of Avantra Family Wealth Inc.’s portfolio, making the stock its 16th largest holding. Avantra Family Wealth Inc.’s holdings in FT Cboe Vest U.S. Equity Moderate Buffer ETF – July were worth $1,634,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Park Avenue Securities LLC acquired a new stake in FT Cboe Vest U.S. Equity Moderate Buffer ETF – July during the first quarter worth $222,000. LPL Financial LLC boosted its stake in FT Cboe Vest U.S. Equity Moderate Buffer ETF – July by 8.4% during the first quarter. LPL Financial LLC now owns 161,411 shares of the company’s stock worth $5,803,000 after buying an additional 12,513 shares in the last quarter. Abound Wealth Management acquired a new stake in FT Cboe Vest U.S. Equity Moderate Buffer ETF – July during the second quarter worth $36,000. Kestra Investment Management LLC boosted its stake in FT Cboe Vest U.S. Equity Moderate Buffer ETF – July by 180.9% during the first quarter. Kestra Investment Management LLC now owns 27,478 shares of the company’s stock worth $988,000 after buying an additional 17,697 shares in the last quarter. Finally, XY Planning Network Inc. acquired a new stake in FT Cboe Vest U.S. Equity Moderate Buffer ETF – July during the second quarter worth $325,000.

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

GJUL opened at $40.66 on Tuesday. FT Cboe Vest U.S. Equity Moderate Buffer ETF – July has a fifty-two week low of $33.35 and a fifty-two week high of $40.70. The firm’s fifty day moving average price is $40.00 and its two-hundred day moving average price is $38.07. The company has a market capitalization of $597.70 million, a P/E ratio of 24.08 and a beta of 0.54.

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