FT Vest U.S. Equity Moderate Buffer ETF is an exchange-traded fund on BATS. As of Q3 2025, 137 institutional investors hold shares in this ETF, with total holdings valued at $392.6M. AE Wealth Management LLC is the largest holder with a position valued at $60.9M.
Overview of institutional ownership in GJUL as of Q3 2025
Institutions with the largest positions in GJUL as of Q3 2025
| Institution | Position Value |
|---|---|
AE Wealth Management LLC RIA/Wealth | $60.9M 0.40% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $59.5M 0.02% of portfolio |
A Advisor Group Holdings, Inc. Institution | $31.7M 0.04% of portfolio |
Ferguson Shapiro LLC RIA/Wealth | $25.3M 8.20% of portfolio |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $18.3M 0.03% of portfolio |
NEW WAVE WEALTH ADVISORS LLC RIA/Wealth | $14.9M 5.44% of portfolio |
Archer Investment Corp RIA/Wealth | $13.2M 3.05% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $12.5M 0.00% of portfolio |
L LPL Financial LLC Institution | $10.4M 0.00% of portfolio |
Cetera Investment Advisers RIA/Wealth | $9.8M 0.01% of portfolio |
Institutional buying and selling activity for GJUL in Q3 2025
| Institution | Net Bought |
|---|---|
AE Wealth Management LLC RIA/Wealth | +$60.9M +1.5M shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$40.0M +987.4K shares |
A Advisor Group Holdings, Inc. Institution | +$24.2M +603.9K shares |
NEW WAVE WEALTH ADVISORS LLC RIA/Wealth | +$14.9M +367.0K shares |
Archer Investment Corp RIA/Wealth | +$13.0M +321.2K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | +$9.9M +244.7K shares |
F FSR Wealth Management Ltd. Institution | +$7.5M +183.9K shares |
Outlook Wealth Advisors, LLC RIA/Wealth | +$5.2M +129.1K shares |
SAGESPRING WEALTH PARTNERS, LLC RIA/Wealth | +$5.0M +122.0K shares |
Lloyd Advisory Services, LLC. RIA/Wealth | +$4.3M +105.0K shares |
| Institution | Net Sold |
|---|---|
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$30.5M −752.9K shares |
H Hartford Financial Management Inc. RIA/Wealth | −$4.7M −115.1K shares |
SILVER OAK SECURITIES, Inc RIA/Wealth | −$1.3M −34.0K shares |
W WOLFF WIESE MAGANA LLC Institution | −$1.1M −29.1K shares |
DAGCO, INC. RIA/Wealth | −$945.8K −23.3K shares |
Armis Advisers, LLC RIA/Wealth | −$344.1K −8.9K shares |
STEPHENS INC /AR/ RIA/Wealth | −$332.6K −8.2K shares |
C CWC Advisors, LLC. RIA/Wealth | −$331.0K −8.6K shares |
UBS Group AG Institution | −$206.6K −5.3K shares |
−$162.6K −4.0K shares |
Institutions that initiated new positions or completely exited GJUL in Q3 2025
| Institution | Position Value |
|---|---|
NEW WAVE WEALTH ADVISORS LLC RIA/Wealth | $14.9M 367.0K shares |
F FSR Wealth Management Ltd. Institution | $7.5M 183.9K shares |
Outlook Wealth Advisors, LLC RIA/Wealth | $5.2M 129.1K shares |
Lloyd Advisory Services, LLC. RIA/Wealth | $4.3M 105.0K shares |
HighTower Advisors, LLC RIA/Wealth | $2.1M 52.3K shares |
SMART Wealth LLC RIA/Wealth | $1.7M 41.1K shares |
F FSA Advisors, Inc. Institution | $1.5M 38.0K shares |
$1.4M 34.0K shares | |
Family Wealth Group, LLC RIA/Wealth | $954.8K 23.5K shares |
Blackston Financial Advisory Group, LLC RIA/Wealth | $913.7K 22.5K shares |
| Institution | Previous Position |
|---|---|
SILVER OAK SECURITIES, Inc RIA/Wealth | $1.3M 34.0K shares |
W WOLFF WIESE MAGANA LLC Institution | $1.1M 29.1K shares |
Armis Advisers, LLC RIA/Wealth | $344.1K 8.9K shares |
C CWC Advisors, LLC. RIA/Wealth | $331.0K 8.6K shares |
UBS Group AG Institution | $206.6K 5.3K shares |
Abound Wealth Management RIA/Wealth | $35.6K 920.0 shares |
Institutions with the largest Call and Put options positions in GJUL as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with GJUL as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
F FSR Wealth Management Ltd. Institution | 10.68% $7.5M |
Ferguson Shapiro LLC RIA/Wealth | 8.20% $25.3M |
NEW WAVE WEALTH ADVISORS LLC RIA/Wealth | 5.44% $14.9M |
Archer Investment Corp RIA/Wealth | 3.05% $13.2M |
Schulz Wealth, LTD. RIA/Wealth | 2.71% $4.1M |
Lloyd Advisory Services, LLC. RIA/Wealth | 2.16% $4.3M |
DAGCO, INC. RIA/Wealth | 1.87% $7.4M |
Outlook Wealth Advisors, LLC RIA/Wealth | 1.34% $5.2M |
F FSA Advisors, Inc. Institution | 1.32% $1.5M |
Avantra Family Wealth, Inc. RIA/Wealth | 1.30% $1.7M |
Discover hedge funds investing in GJUL

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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