Schwallier Wealth Management LLC Buys New Holdings in FT Vest U.S. Equity Deep Buffer ETF – July (BATS:DJUL)

Schwallier Wealth Management LLC purchased a new position in shares of FT Vest U.S. Equity Deep Buffer ETF – July (BATS:DJUL) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 9,530 shares of the company’s stock, valued at approximately $395,000. FT Vest U.S. Equity Deep Buffer ETF – July comprises 0.3% of Schwallier Wealth Management LLC’s holdings, making the stock its 26th biggest holding. Schwallier Wealth Management LLC owned approximately 0.12% of FT Vest U.S. Equity Deep Buffer ETF – July at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of DJUL. Triad Wealth Partners LLC acquired a new position in shares of FT Vest U.S. Equity Deep Buffer ETF – July in the 2nd quarter valued at approximately $96,000. AlphaMark Advisors LLC acquired a new stake in shares of FT Vest U.S. Equity Deep Buffer ETF – July during the third quarter worth $169,000. Brookstone Capital Management bought a new stake in FT Vest U.S. Equity Deep Buffer ETF – July during the third quarter valued at $202,000. Legacy Capital Wealth Partners LLC bought a new position in shares of FT Vest U.S. Equity Deep Buffer ETF – July in the 3rd quarter worth about $213,000. Finally, Mayfair Advisory Group LLC acquired a new stake in FT Vest U.S. Equity Deep Buffer ETF – July during the third quarter worth approximately $264,000.

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

BATS DJUL opened at $41.88 on Tuesday. The firm’s 50 day moving average price is $41.40 and its 200 day moving average price is $40.31. The company has a market capitalization of $335.03 million, a P/E ratio of 24.43 and a beta of 0.58.

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

The FT Cboe Vest U.S. Equity Deep Buffer ETF – July (DJUL) is an exchange-traded fund that mostly invests in large cap equity. The fund aims for specific buffered losses and capped gains on SPY shares over a specific holdings period. The actively-managed fund holds options and collateral. DJUL was launched on Jul 17, 2020 and is managed by First Trust.