Atria Wealth Solutions’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Atria Wealth Solutions’s Portfolio DJUL Stock Details DJUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7,956	Closed	-$334K	–	1911
2024 Q4	$334K	Buy	7,956 +410	+5%	+$17.2K	﹤0.01%	1481
2024 Q3	$312K	Buy	+7,546	New	+$303K	﹤0.01%	1486
2024 Q1	–	Sell	-45,584	Closed	-$1.66M	–	1985
2023 Q4	$1.66M	Buy	45,584 +37,032	+433%	+$1.29M	0.02%	665
2023 Q3	$291K	Buy	+8,552	New	+$297K	﹤0.01%	1434
2022 Q2	–	Sell	-10,282	Closed	-$353K	–	1693
2022 Q1	$353K	Buy	+10,282	New	+$340K	0.01%	1241

Other funds holding DJUL

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Atria Wealth Solutions's DJUL Position: Q1 2025 in Review

Atria Wealth Solutions sold out of FT Vest US Equity Deep Buffer ETF July (DJUL) in Q1 2025, closing a stake of 7,956 shares — an estimated $334K sold.

Atria Wealth Solutions first reported a position in DJUL in Q1 2022 and held it in 5 quarters. The position peaked at $1.66M in Q4 2023. 106 funds tracked by Wall St. Rank hold DJUL as of Q1 2025.

Atria Wealth Solutions reported no remaining FT Vest US Equity Deep Buffer ETF July position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 7,956 FT Vest US Equity Deep Buffer ETF July shares in Q1 2025, an estimated $334K.
Atria Wealth Solutions first reported a position in FT Vest US Equity Deep Buffer ETF July in Q1 2022 and held it in 5 quarters.
Atria Wealth Solutions's FT Vest US Equity Deep Buffer ETF July position peaked at $1.66M in Q4 2023.
106 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.