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FJUL · FT Vest U.S. Equity Buffer ETF - July ETF

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$61.39 -0.15 (-0.24%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 2
Total Value: $3,424,680
Total Shares: 57,519

Institutional Ownership Trend

13 quarters

Holder Concentration

Across 2 13F filers · Δ vs Mar 31, 2025
Top Holder
58.6%
Dec 2020 → Jun 2026 · range 20.0% – 100.0%
−41.4 pts
Top 5
100.0%
Dec 2020 → Jun 2026 · range 44.8% – 100.0%
0.0 pts
Top 10
100.0%
Dec 2020 → Jun 2026 · range 59.5% – 100.0%
0.0 pts
HHI
5,147
Dec 2020 → Jun 2026 · range 657 – 10,000
Highly concentrated−4,853

Quarterly Activity

vs Mar 31, 2025
New
2
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count: +1
Institutional value: +1017.1%
Shares held: +793.7%

Top New Positions

vs Mar 31, 2025
Institution Acquired Value (USD) Open
Schulz Wealth, LTD. 33,695 $2,006,200
CITADEL ADVISORS LLC 23,824 $1,418,480

Top Sold-Out Positions

vs Mar 31, 2025
Institution Previously Held Last Value (USD) Open
B. Riley Wealth Advisors, Inc. 6,436 $306,572
Filter: New 2 Increased 0 Reduced 0 Sold out 1 Unchanged 0
Showing 2 of 2
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Schulz Wealth, LTD. FJUL $2,006,200 58.58% 33,695
CITADEL ADVISORS LLC FJUL $1,418,480 41.42% 23,824