Ft Vest US Equity Deep Buffe

Major stakeholders currently include Ogorek Anthony Joseph /ny/ /adv ($28.9M), Raymond James Financial INC ($11.3M), Envestnet Asset Management INC ($10.1M). Based on the latest 13F filings, there are a total of 112 tracked investment funds and institutions maintaining positions in DJUL.

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $11.4M, driven by 23 managers accumulating shares while 66 reduced their exposure.

In the latest period, 56 funds trimmed their holdings, and 10 managers completely exited their positions. The aggregate reported sell value was $139.2M.

Yes, buying activity remains notable. 7 institutions opened new positions in {ticker}, and 16 existing holders added to their shares. The total reported buy value for the quarter amounted to $46.7M.