Accel Wealth Management Reduces Stock Position in FT Vest U.S. Equity Buffer ETF – July (BATS:FJUL)

Accel Wealth Management cut its stake in shares of FT Vest U.S. Equity Buffer ETF – July (BATS:FJUL) by 4.7% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 20,400 shares of the company’s stock after selling 1,000 shares during the quarter. Accel Wealth Management’s holdings in FT Vest U.S. Equity Buffer ETF – July were worth $999,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Ignite Planners LLC purchased a new stake in shares of FT Vest U.S. Equity Buffer ETF – July in the 3rd quarter worth $250,000. Brookstone Capital Management bought a new position in shares of FT Vest U.S. Equity Buffer ETF – July in the third quarter worth about $512,000. Sage Capital Advisors llc lifted its position in shares of FT Vest U.S. Equity Buffer ETF – July by 25.6% during the 3rd quarter. Sage Capital Advisors llc now owns 16,551 shares of the company’s stock valued at $796,000 after buying an additional 3,373 shares in the last quarter. CWM LLC grew its stake in shares of FT Vest U.S. Equity Buffer ETF – July by 119.1% during the 3rd quarter. CWM LLC now owns 486,850 shares of the company’s stock valued at $23,422,000 after acquiring an additional 264,622 shares during the period. Finally, Concourse Financial Group Securities Inc. increased its holdings in 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.

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

Shares of BATS:FJUL opened at $50.12 on Friday. The stock has a market capitalization of $738.25 million, a P/E ratio of 25.17 and a beta of 0.72. The firm’s fifty day moving average price is $49.36 and its 200 day moving average price is $48.00.

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.