WESPAC Advisors SoCal LLC Takes $282,000 Position in FT Vest U.S. Equity Buffer ETF – July (BATS:FJUL)

WESPAC Advisors SoCal LLC acquired a new position in FT Vest U.S. Equity Buffer ETF – July (BATS:FJUL) during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 5,865 shares of the company’s stock, valued at approximately $282,000.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. 1776 Wealth LLC increased its holdings in shares of FT Vest U.S. Equity Buffer ETF – July by 4.3% in the 3rd quarter. 1776 Wealth LLC now owns 33,220 shares of the company’s stock worth $1,598,000 after buying an additional 1,369 shares during the last quarter. Oppenheimer & Co. Inc. purchased a new position in FT Vest U.S. Equity Buffer ETF – July in the third quarter worth $955,000. Savvy Advisors Inc. bought a new position in FT Vest U.S. Equity Buffer ETF – July in the third quarter valued at $218,000. Nations Financial Group Inc. IA ADV raised its position in FT Vest U.S. Equity Buffer ETF – July by 7.6% during the third quarter. Nations Financial Group Inc. IA ADV now owns 7,051 shares of the company’s stock valued at $339,000 after purchasing an additional 498 shares in the last quarter. Finally, GDS Wealth Management lifted its stake in FT Vest U.S. Equity Buffer ETF – July by 10.8% during the third 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 during the last quarter.

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

Shares of FT Vest U.S. Equity Buffer ETF – July stock opened at $48.64 on Friday. The company has a market cap of $716.47 million, a price-to-earnings ratio of 25.17 and a beta of 0.72. The firm’s 50 day moving average price is $48.10 and its 200-day moving average price is $46.63.

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