Kestra Private Wealth Services LLC Reduces Stock Holdings in FT Vest U.S. Equity Buffer ETF – July (BATS:FJUL)

Kestra Private Wealth Services LLC lowered its stake in shares of FT Vest U.S. Equity Buffer ETF – July (BATS:FJUL) by 35.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 10,255 shares of the company’s stock after selling 5,580 shares during the period. Kestra Private Wealth Services LLC owned 0.07% of FT Vest U.S. Equity Buffer ETF – July worth $502,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the stock. WESPAC Advisors SoCal LLC lifted its position in shares of FT Vest U.S. Equity Buffer ETF – July by 4.4% during the fourth quarter. WESPAC Advisors SoCal LLC now owns 6,125 shares of the company’s stock worth $300,000 after acquiring an additional 260 shares in the last quarter. GDS Wealth Management raised its position in FT Vest U.S. Equity Buffer ETF – July by 9.8% during the fourth quarter. GDS Wealth Management now owns 219,589 shares of the company’s stock valued at $10,753,000 after purchasing an additional 19,623 shares in the last quarter. Journey Strategic Wealth LLC raised its position in FT Vest U.S. Equity Buffer ETF – July by 14.6% during the fourth quarter. Journey Strategic Wealth LLC now owns 21,461 shares of the company’s stock valued at $1,051,000 after purchasing an additional 2,731 shares in the last quarter. Aurora Private Wealth Inc. increased its holdings in shares of FT Vest U.S. Equity Buffer ETF – July by 0.8% in the fourth quarter. Aurora Private Wealth Inc. now owns 33,930 shares of the company’s stock worth $1,661,000 after buying an additional 275 shares during the period. Finally, Kingswood Wealth Advisors LLC increased its holdings in shares of FT Vest U.S. Equity Buffer ETF – July by 98.7% in the fourth quarter. Kingswood Wealth Advisors LLC now owns 20,641 shares of the company’s stock worth $1,011,000 after buying an additional 10,251 shares during the period.

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

FJUL opened at $50.33 on Friday. The stock has a market capitalization of $741.36 million, a P/E ratio of 25.17 and a beta of 0.72. The business has a 50 day moving average of $49.56 and a 200-day moving average of $48.40.

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