Assetmark Inc. Raises Stock Holdings in FT Vest U.S. Equity Buffer ETF – July $FJUL

Assetmark Inc. raised its holdings in FT Vest U.S. Equity Buffer ETF – July (BATS:FJUL) by 11.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 200,936 shares of the company’s stock after purchasing an additional 20,349 shares during the period. Assetmark Inc. owned about 1.00% of FT Vest U.S. Equity Buffer ETF – July worth $10,997,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Synergy Asset Management LLC grew its position in shares of FT Vest U.S. Equity Buffer ETF – July by 203.2% in the third quarter. Synergy Asset Management LLC now owns 78,853 shares of the company’s stock valued at $4,160,000 after purchasing an additional 52,846 shares during the period. Envestnet Portfolio Solutions Inc. acquired a new stake in FT Vest U.S. Equity Buffer ETF – July in the 3rd quarter worth about $925,000. Commonwealth Equity Services LLC increased its stake in FT Vest U.S. Equity Buffer ETF – July by 35.3% during the 3rd quarter. Commonwealth Equity Services LLC now owns 236,107 shares of the company’s stock worth $12,922,000 after buying an additional 61,629 shares in the last quarter. World Equity Group Inc. acquired a new position in shares of FT Vest U.S. Equity Buffer ETF – July during the third quarter valued at approximately $615,000. Finally, REAP Financial Group LLC lifted its position in shares of FT Vest U.S. Equity Buffer ETF – July by 23.9% in the third quarter. REAP Financial Group LLC now owns 146,925 shares of the company’s stock valued at $8,041,000 after acquiring an additional 28,319 shares in the last quarter.

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

Shares of BATS:FJUL opened at $56.00 on Monday. FT Vest U.S. Equity Buffer ETF – July has a 1 year low of $43.02 and a 1 year high of $56.70. The firm has a market capitalization of $1.12 billion, a PE ratio of 24.56 and a beta of 0.63. The business’s 50 day moving average price is $56.10 and its 200-day moving average price is $54.99.

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.