McKinley Carter Wealth Services Inc. Sells 3,016 Shares of FT Vest U.S. Equity Buffer ETF – July (BATS:FJUL)

McKinley Carter Wealth Services Inc. cut its position in shares of FT Vest U.S. Equity Buffer ETF – July (BATS:FJUL) by 20.9% during the fourth quarter, Holdings Channel reports. The institutional investor owned 11,438 shares of the company’s stock after selling 3,016 shares during the quarter. McKinley Carter Wealth Services Inc.’s holdings in FT Vest U.S. Equity Buffer ETF – July were worth $560,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Ameritas Advisory Services LLC raised its holdings in FT Vest U.S. Equity Buffer ETF – July by 29.8% in the 4th quarter. Ameritas Advisory Services LLC now owns 21,782 shares of the company’s stock valued at $1,067,000 after acquiring an additional 5,002 shares in the last quarter. Arkadios Wealth Advisors bought a new stake in shares of FT Vest U.S. Equity Buffer ETF – July during the fourth quarter valued at approximately $254,000. Concourse Financial Group Securities Inc. increased its position in shares of FT Vest U.S. Equity Buffer ETF – July by 127.8% during the third quarter. Concourse Financial Group Securities Inc. now owns 6,006 shares of the company’s stock valued at $289,000 after purchasing an additional 3,369 shares during the period. Ignite Planners LLC acquired a new position in shares of FT Vest U.S. Equity Buffer ETF – July in the third quarter valued at $250,000. Finally, CWM LLC lifted its position in FT Vest U.S. Equity Buffer ETF – July by 119.1% in the third quarter. CWM LLC now owns 486,850 shares of the company’s stock worth $23,422,000 after purchasing an additional 264,622 shares during the period.

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

FJUL opened at $49.88 on Thursday. The firm has a market capitalization of $734.73 million, a P/E ratio of 25.17 and a beta of 0.72. The business’s fifty day simple moving average is $49.42 and its two-hundred day simple moving average is $48.08.

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.