FT Vest U.S. Equity Buffer ETF – July $FJUL is BAM Wealth Management LLC’s 7th Largest Position

BAM Wealth Management LLC lowered its position in FT Vest U.S. Equity Buffer ETF – July (BATS:FJUL) by 11.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 80,111 shares of the company’s stock after selling 10,254 shares during the quarter. FT Vest U.S. Equity Buffer ETF – July makes up about 3.2% of BAM Wealth Management LLC’s portfolio, making the stock its 7th biggest position. BAM Wealth Management LLC owned approximately 0.40% of FT Vest U.S. Equity Buffer ETF – July worth $4,479,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Triumph Capital Management purchased a new stake in shares of FT Vest U.S. Equity Buffer ETF – July in the 3rd quarter worth $44,000. Financial Network Wealth Advisors LLC increased its stake in shares of FT Vest U.S. Equity Buffer ETF – July by 48.9% during the third quarter. Financial Network Wealth Advisors LLC now owns 2,982 shares of the company’s stock valued at $163,000 after buying an additional 979 shares during the period. Transcend Capital Advisors LLC purchased a new position in shares of FT Vest U.S. Equity Buffer ETF – July during the third quarter valued at $204,000. Private Advisor Group LLC bought a new stake in shares of FT Vest U.S. Equity Buffer ETF – July in the third quarter valued at about $205,000. Finally, Integrated Wealth Concepts LLC bought a new stake in shares of FT Vest U.S. Equity Buffer ETF – July in the third quarter valued at about $217,000.

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

BATS:FJUL opened at $55.11 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 company has a 50-day moving average of $55.79 and a 200 day moving average of $55.48. The firm has a market cap of $1.10 billion, a PE ratio of 24.56 and a beta of 0.63.

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.