BAM Wealth Management LLC Makes New $4.95 Million Investment in FT Vest U.S. Equity Buffer ETF – July $FJUL

BAM Wealth Management LLC bought a new position in FT Vest U.S. Equity Buffer ETF – July (BATS:FJUL) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 90,365 shares of the company’s stock, valued at approximately $4,946,000. FT Vest U.S. Equity Buffer ETF – July comprises 3.8% of BAM Wealth Management LLC’s portfolio, making the stock its 4th biggest holding. BAM Wealth Management LLC owned approximately 0.45% of FT Vest U.S. Equity Buffer ETF – July as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in FJUL. Financial Network Wealth Advisors LLC lifted its stake in FT Vest U.S. Equity Buffer ETF – July by 48.9% in the 3rd quarter. Financial Network Wealth Advisors LLC now owns 2,982 shares of the company’s stock valued at $163,000 after purchasing an additional 979 shares during the last quarter. Legacy Solutions LLC bought a new position in shares of FT Vest U.S. Equity Buffer ETF – July in the 3rd quarter valued at $239,000. Foundations Investment Advisors LLC bought a new position in shares of FT Vest U.S. Equity Buffer ETF – July in the 2nd quarter valued at $244,000. Ignite Planners LLC acquired a new stake in shares of FT Vest U.S. Equity Buffer ETF – July during the 3rd quarter valued at $281,000. Finally, Fragasso Financial Advisors Inc grew its position in FT Vest U.S. Equity Buffer ETF – July by 13.0% during the 3rd quarter. Fragasso Financial Advisors Inc now owns 5,193 shares of the company’s stock worth $285,000 after acquiring an additional 596 shares during the last quarter.

FT Vest U.S. Equity Buffer ETF – July Stock Up 3.1%

Shares of FJUL opened at $56.30 on Friday. FT Vest U.S. Equity Buffer ETF – July has a 12-month low of $43.02 and a 12-month high of $52.97. The business has a 50-day simple moving average of $55.71 and a two-hundred day simple moving average of $54.57. The stock has a market cap of $1.13 billion, a PE ratio of 24.56 and a beta of 0.63.

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.