Opes Wealth Management LLC Purchases 405 Shares of FT Vest U.S. Equity Buffer ETF July (BATS:FJUL)

Opes Wealth Management LLC increased its position in FT Vest U.S. Equity Buffer ETF July (BATS:FJUL) by 0.8% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 49,340 shares of the company’s stock after buying an additional 405 shares during the quarter. Opes Wealth Management LLC’s holdings in FT Vest U.S. Equity Buffer ETF July were worth $2,054,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also added to or reduced their stakes in the company. Aurora Private Wealth Inc. increased its position in FT Vest U.S. Equity Buffer ETF July by 3.8% in the 4th quarter. Aurora Private Wealth Inc. now owns 22,036 shares of the company’s stock valued at $917,000 after acquiring an additional 805 shares during the period. Sage Capital Advisors llc increased its holdings in FT Vest U.S. Equity Buffer ETF July by 16.4% in the fourth quarter. Sage Capital Advisors llc now owns 19,420 shares of the company’s stock valued at $808,000 after purchasing an additional 2,742 shares during the period. Wolff Wiese Magana LLC bought a new position in FT Vest U.S. Equity Buffer ETF July during the 4th quarter worth $104,000. Raymond James Financial Services Advisors Inc. raised its position in FT Vest U.S. Equity Buffer ETF July by 291.6% during the 3rd quarter. Raymond James Financial Services Advisors Inc. now owns 356,155 shares of the company’s stock worth $13,659,000 after purchasing an additional 265,195 shares during the last quarter. Finally, Envestnet Portfolio Solutions Inc. acquired a new position in FT Vest U.S. Equity Buffer ETF July during the 3rd quarter worth about $310,000.

FT Vest U.S. Equity Buffer ETF July Stock Performance

Shares of FJUL stock traded down $0.04 on Thursday, hitting $43.32. The company had a trading volume of 33,189 shares. The stock has a market cap of $443.16 million, a price-to-earnings ratio of 22.29 and a beta of 0.59. The company’s fifty day moving average price is $43.79 and its 200-day moving average price is $41.54.

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.