American Portfolios Advisors’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

American Portfolios Advisors’s Portfolio FJUL Stock Details FJUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$679K	Buy	20,918 +7,137	+52%	+$247K	0.03%	545
2022 Q2	$456K	Sell	13,781 -270	-2%	-$9.21K	0.02%	705
2022 Q1	$507K	Sell	14,051 -10,349	-42%	-$368K	0.02%	725
2021 Q4	$893K	Sell	24,400 -965	-4%	-$34.6K	0.03%	515
2021 Q3	$879K	Buy	25,365 +21,638	+581%	+$758K	0.03%	504
2021 Q2	$129K	Hold	3,727	–	–	0.01%	1312
2021 Q1	$127K	Hold	3,727	–	–	0.01%	1228
2020 Q4	$123K	Buy	3,727 +790	+27%	+$25.3K	0.01%	1064
2020 Q3	$91.2K	Buy	+2,937	New	+$90.9K	0.01%	1091

Other funds holding FJUL

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BCM

Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

American Portfolios Advisors's FJUL Position: Q3 2022 in Review

American Portfolios Advisors increased its FT Vest US Equity Buffer ETF July (FJUL) stake by 52% in Q3 2022, buying an estimated $247K and bringing the position to 20,918 shares worth $679K. The position accounts for 0.03% of the portfolio, ranked #545.

American Portfolios Advisors first reported a position in FJUL in Q3 2020 and has held it in 9 quarters since. The position peaked at $893K in Q4 2021. 80 funds tracked by Wall St. Rank hold FJUL as of Q3 2022.

American Portfolios Advisors held 20,918 shares of FT Vest US Equity Buffer ETF July worth $679K as of Q3 2022.
American Portfolios Advisors bought 7,137 FT Vest US Equity Buffer ETF July shares in Q3 2022, an estimated $247K.
FT Vest US Equity Buffer ETF July made up 0.03% of American Portfolios Advisors's portfolio in Q3 2022, its #545 holding.
American Portfolios Advisors first reported a position in FT Vest US Equity Buffer ETF July in Q3 2020 and has held it in 9 quarters since.
American Portfolios Advisors's FT Vest US Equity Buffer ETF July position peaked at $893K in Q4 2021.
80 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.