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Arax Advisory Partners’s FT Vest US Equity Enhance & Moderate Buffer ETF July XJUL Stock Holding History

Arax Advisory Partners’s Portfolio XJUL Stock Details XJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,867
Closed -$385K – 3083
2024
Q4 		$385K Buy
+10,867
New +$384K 0.02% 346

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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Arax Advisory Partners's XJUL Position: Q1 2025 in Review

Arax Advisory Partners sold out of FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) in Q1 2025, closing a stake of 10,867 shares — an estimated $385K sold.

Arax Advisory Partners first reported a position in XJUL in Q4 2024 and held it in 1 quarter. The position peaked at $385K in Q4 2024. 40 funds tracked by Wall St. Rank hold XJUL as of Q1 2025.

  • Arax Advisory Partners reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF July position as of Q1 2025 after selling out during the quarter.
  • Arax Advisory Partners sold 10,867 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q1 2025, an estimated $385K.
  • Arax Advisory Partners first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q4 2024 and held it in 1 quarter.
  • Arax Advisory Partners's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $385K in Q4 2024.
  • 40 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q1 2025.

Based on Arax Advisory Partners's 13F filing for Q1 2025, filed 15 May 2025.