Accel Wealth Management Decreases Stake in FT Vest U.S. Equity Buffer ETF – July (BATS:FJUL)

Accel Wealth Management lessened its stake in shares of FT Vest U.S. Equity Buffer ETF – July (BATS:FJUL) by 4.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 20,400 shares of the company’s stock after selling 1,000 shares during the quarter. Accel Wealth Management owned approximately 0.14% of FT Vest U.S. Equity Buffer ETF – July worth $999,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently made changes to their positions in the company. CWM LLC grew its position in shares of FT Vest U.S. Equity Buffer ETF – July by 119.1% in the 3rd quarter. CWM LLC now owns 486,850 shares of the company’s stock worth $23,422,000 after buying an additional 264,622 shares during the last quarter. Raymond James & Associates boosted its holdings in FT Vest U.S. Equity Buffer ETF – July by 68.8% in the third quarter. Raymond James & Associates now owns 465,101 shares of the company’s stock valued at $22,376,000 after acquiring an additional 189,509 shares in the last quarter. McCarthy & Cox increased its position in FT Vest U.S. Equity Buffer ETF – July by 0.6% during the 3rd quarter. McCarthy & Cox now owns 400,355 shares of the company’s stock valued at $19,261,000 after purchasing an additional 2,293 shares during the period. GDS Wealth Management raised its holdings in FT Vest U.S. Equity Buffer ETF – July by 10.8% in the 3rd quarter. GDS Wealth Management now owns 199,966 shares of the company’s stock worth $9,620,000 after purchasing an additional 19,495 shares in the last quarter. Finally, CreativeOne Wealth LLC raised its holdings in FT Vest U.S. Equity Buffer ETF – July by 1,024.2% in the 3rd quarter. CreativeOne Wealth LLC now owns 197,799 shares of the company’s stock worth $9,516,000 after purchasing an additional 180,205 shares in the last quarter.

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

Shares of FJUL opened at $50.12 on Friday. The company’s fifty day moving average is $49.36 and its 200-day moving average is $48.00. The company has a market cap of $738.25 million, a price-to-earnings ratio of 25.17 and a beta of 0.72.

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.