McCarthy & Cox Sells 10,939 Shares of FT Vest U.S. Equity Buffer ETF – July (BATS:FJUL)

McCarthy & Cox cut its stake in shares of FT Vest U.S. Equity Buffer ETF – July (BATS:FJUL) by 2.7% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 389,416 shares of the company’s stock after selling 10,939 shares during the period. FT Vest U.S. Equity Buffer ETF – July comprises about 6.6% of McCarthy & Cox’s holdings, making the stock its 3rd biggest holding. McCarthy & Cox’s holdings in FT Vest U.S. Equity Buffer ETF – July were worth $19,069,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. Continuum Advisory LLC acquired a new stake in shares of FT Vest U.S. Equity Buffer ETF – July in the third quarter worth approximately $91,000. Gilliland Jeter Wealth Management LLC purchased a new position in FT Vest U.S. Equity Buffer ETF – July in the 3rd quarter valued at $104,000. Barclays PLC purchased a new position in FT Vest U.S. Equity Buffer ETF – July in the 3rd quarter valued at $128,000. Creative Financial Designs Inc. ADV boosted its stake in FT Vest U.S. Equity Buffer ETF – July by 924.3% during the 3rd quarter. Creative Financial Designs Inc. ADV now owns 2,786 shares of the company’s stock worth $134,000 after purchasing an additional 2,514 shares during the last quarter. Finally, Black Point Wealth Management purchased a new stake in shares of FT Vest U.S. Equity Buffer ETF – July during the third quarter worth $203,000.

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

Shares of BATS FJUL opened at $49.65 on Monday. The firm has a 50 day simple moving average of $49.27 and a 200-day simple moving average of $47.89. The firm has a market capitalization of $731.27 million, a PE ratio of 25.17 and a beta of 0.72.

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.