Avantax Advisory Services Inc. Decreases Stake in FT Vest U.S. Equity Buffer ETF – July (BATS:FJUL)

Avantax Advisory Services Inc. reduced its stake in shares of FT Vest U.S. Equity Buffer ETF – July (BATS:FJUL) by 52.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 10,714 shares of the company’s stock after selling 11,642 shares during the period. Avantax Advisory Services Inc. owned approximately 0.07% of FT Vest U.S. Equity Buffer ETF – July worth $525,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in the stock. Raymond James Financial Inc. acquired a new position in shares of FT Vest U.S. Equity Buffer ETF – July in the fourth quarter valued at about $34,485,000. GDS Wealth Management boosted its position in FT Vest U.S. Equity Buffer ETF – July by 9.8% in the fourth quarter. GDS Wealth Management now owns 219,589 shares of the company’s stock valued at $10,753,000 after buying an additional 19,623 shares during the last quarter. CreativeOne Wealth LLC boosted its position in FT Vest U.S. Equity Buffer ETF – July by 1,024.2% in the third quarter. CreativeOne Wealth LLC now owns 197,799 shares of the company’s stock valued at $9,516,000 after buying an additional 180,205 shares during the last quarter. SMART Wealth LLC increased its holdings in FT Vest U.S. Equity Buffer ETF – July by 1,398.2% in the 3rd quarter. SMART Wealth LLC now owns 148,335 shares of the company’s stock worth $7,136,000 after buying an additional 138,434 shares during the period. Finally, Assetmark Inc. raised its holdings in shares of FT Vest U.S. Equity Buffer ETF – July by 53.7% during the fourth quarter. Assetmark Inc. now owns 99,229 shares of the company’s stock worth $4,859,000 after purchasing an additional 34,684 shares during the last quarter.

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

BATS:FJUL opened at $47.83 on Friday. The firm’s fifty day moving average is $49.29 and its two-hundred day moving average is $48.82. The firm has a market cap of $918.24 million, a price-to-earnings ratio of 26.37 and a beta of 0.62. FT Vest U.S. Equity Buffer ETF – July has a one year low of $42.99 and a one year high of $50.49.

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

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.