Avantax Advisory Services’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-14,610
Closed -$613K 2250
2024
Q4
$613K Sell
14,610
-2,852
-16% -$120K ﹤0.01% 1324
2024
Q3
$723K Sell
17,462
-6,096
-26% -$245K ﹤0.01% 1189
2024
Q2
$938K Sell
23,558
-9,892
-30% -$385K 0.01% 1013
2024
Q1
$1.29M Sell
33,450
-11,527
-26% -$433K 0.01% 669
2023
Q4
$1.64M Buy
44,977
+5,609
+14% +$196K 0.02% 564
2023
Q3
$1.34M Buy
+39,368
New +$1.37M 0.02% 584

Other funds holding DJUL

Avantax Advisory Services's DJUL Position: Q1 2025 in Review

Avantax Advisory Services sold out of FT Vest US Equity Deep Buffer ETF July (DJUL) in Q1 2025, closing a stake of 14,610 shares — an estimated $613K sold.

Avantax Advisory Services first reported a position in DJUL in Q3 2023 and held it in 6 quarters. The position peaked at $1.64M in Q4 2023. 106 funds tracked by Wall St. Rank hold DJUL as of Q1 2025.

  • Avantax Advisory Services reported no remaining FT Vest US Equity Deep Buffer ETF July position as of Q1 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 14,610 FT Vest US Equity Deep Buffer ETF July shares in Q1 2025, an estimated $613K.
  • Avantax Advisory Services first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2023 and held it in 6 quarters.
  • Avantax Advisory Services's FT Vest US Equity Deep Buffer ETF July position peaked at $1.64M 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 Avantax Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.