Atria Wealth Solutions’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-7,956
| Closed | -$334K | – | 1898 |
|
2024
Q4 | $334K | Buy |
7,956
+410
| +5% | +$17.2K | ﹤0.01% | 1460 |
|
2024
Q3 | $312K | Buy |
+7,546
| New | +$312K | ﹤0.01% | 1475 |
|
2024
Q1 | – | Sell |
-45,584
| Closed | -$1.66M | – | 1970 |
|
2023
Q4 | $1.66M | Buy |
45,584
+37,032
| +433% | +$1.35M | 0.02% | 660 |
|
2023
Q3 | $291K | Buy |
+8,552
| New | +$291K | ﹤0.01% | 1427 |
|
2022
Q2 | – | Sell |
-10,282
| Closed | -$353K | – | 1661 |
|
2022
Q1 | $353K | Buy |
+10,282
| New | +$353K | 0.01% | 1240 |
|