Concurrent Investment Advisors LLC Makes New $208,000 Investment in FT Vest U.S. Equity Buffer ETF – July (BATS:FJUL)

Concurrent Investment Advisors LLC bought a new stake in shares of FT Vest U.S. Equity Buffer ETF – July (BATS:FJUL) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund bought 4,327 shares of the company’s stock, valued at approximately $208,000.

Several other hedge funds and other institutional investors also recently modified their holdings of FJUL. B. Riley Wealth Advisors Inc. lifted its position in FT Vest U.S. Equity Buffer ETF – July by 2.5% during the first quarter. B. Riley Wealth Advisors Inc. now owns 35,334 shares of the company’s stock valued at $1,571,000 after buying an additional 850 shares during the period. Concourse Financial Group Securities Inc. increased its stake in shares of FT Vest U.S. Equity Buffer ETF – July by 127.8% in the 3rd quarter. Concourse Financial Group Securities Inc. now owns 6,006 shares of the company’s stock worth $289,000 after acquiring an additional 3,369 shares in the last quarter. Ignite Planners LLC purchased a new position in FT Vest U.S. Equity Buffer ETF – July during the 3rd quarter valued at about $250,000. Ameritas Advisory Services LLC boosted its stake in FT Vest U.S. Equity Buffer ETF – July by 5.5% during the second quarter. Ameritas Advisory Services LLC now owns 9,700 shares of the company’s stock worth $447,000 after acquiring an additional 502 shares in the last quarter. Finally, CWM LLC boosted its stake in FT Vest U.S. Equity Buffer ETF – July by 119.1% during the third quarter. CWM LLC now owns 486,850 shares of the company’s stock worth $23,422,000 after acquiring an additional 264,622 shares in the last quarter.

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

Shares of BATS:FJUL opened at $49.19 on Tuesday. The firm’s fifty day moving average is $47.89 and its two-hundred day moving average is $46.50. The company has a market capitalization of $724.57 million, a P/E ratio of 25.17 and a beta of 0.72.

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