1776 Wealth LLC Grows Holdings in FT Vest U.S. Equity Buffer ETF – July (BATS:FJUL)

1776 Wealth LLC grew its stake in shares of FT Vest U.S. Equity Buffer ETF – July (BATS:FJUL) by 4.3% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 33,220 shares of the company’s stock after purchasing an additional 1,369 shares during the quarter. FT Vest U.S. Equity Buffer ETF – July makes up approximately 0.7% of 1776 Wealth LLC’s investment portfolio, making the stock its 26th largest position. 1776 Wealth LLC owned approximately 0.23% of FT Vest U.S. Equity Buffer ETF – July worth $1,598,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently added to or reduced their stakes in FJUL. Mather Group LLC. bought a new stake in shares of FT Vest U.S. Equity Buffer ETF – July in the 2nd quarter valued at about $78,000. Gilliland Jeter Wealth Management LLC bought a new stake in FT Vest U.S. Equity Buffer ETF – July during the 3rd quarter valued at $104,000. Creative Financial Designs Inc. ADV increased its holdings in shares of FT Vest U.S. Equity Buffer ETF – July by 924.3% in the 3rd quarter. Creative Financial Designs Inc. ADV now owns 2,786 shares of the company’s stock valued at $134,000 after acquiring an additional 2,514 shares during the period. Black Point Wealth Management bought a new position in shares of FT Vest U.S. Equity Buffer ETF – July in the 3rd quarter worth $203,000. Finally, Concurrent Investment Advisors LLC purchased a new stake in shares of FT Vest U.S. Equity Buffer ETF – July during the 3rd quarter worth $208,000.

FT Vest U.S. Equity Buffer ETF – July Trading Down 0.8 %

FT Vest U.S. Equity Buffer ETF – July stock traded down $0.38 during trading hours on Friday, reaching $48.64. The stock had a trading volume of 28,638 shares. The company has a market capitalization of $716.47 million, a P/E ratio of 25.17 and a beta of 0.72. The stock has a 50 day moving average of $48.10 and a 200 day moving average of $46.61.

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.