Envestnet Portfolio Solutions Inc. Has $605,000 Position in FT Vest U.S. Equity Buffer ETF – July (BATS:FJUL)

Envestnet Portfolio Solutions Inc. increased its stake in shares of FT Vest U.S. Equity Buffer ETF – July (BATS:FJUL) by 11.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,359 shares of the company’s stock after purchasing an additional 1,230 shares during the quarter. Envestnet Portfolio Solutions Inc. owned approximately 0.08% of FT Vest U.S. Equity Buffer ETF – July worth $605,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also added to or reduced their stakes in FJUL. Ameritas Advisory Services LLC increased its holdings in shares of FT Vest U.S. Equity Buffer ETF – July by 29.8% during the fourth quarter. Ameritas Advisory Services LLC now owns 21,782 shares of the company’s stock worth $1,067,000 after buying an additional 5,002 shares in the last quarter. Arkadios Wealth Advisors bought a new stake in FT Vest U.S. Equity Buffer ETF – July during the 4th quarter worth $254,000. Brookstone Capital Management increased its holdings in FT Vest U.S. Equity Buffer ETF – July by 38.2% in the 4th quarter. Brookstone Capital Management now owns 14,718 shares of the company’s stock worth $721,000 after purchasing an additional 4,066 shares in the last quarter. Barclays PLC bought a new position in FT Vest U.S. Equity Buffer ETF – July in the third quarter valued at about $128,000. Finally, World Equity Group Inc. bought a new stake in shares of FT Vest U.S. Equity Buffer ETF – July during the fourth quarter worth about $413,000.

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

FT Vest U.S. Equity Buffer ETF – July stock opened at $48.56 on Tuesday. The business has a 50 day moving average of $49.29 and a 200-day moving average of $48.85. The company has a market capitalization of $932.26 million, a P/E ratio of 26.37 and a beta of 0.62. FT Vest U.S. Equity Buffer ETF – July has a 1 year low of $42.99 and a 1 year high of $50.49.

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.