Avantax Advisory Services’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 |
-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% | -$252K | ﹤0.01% | 1189 |
|
|
2024
Q2 | $938K | Sell |
23,558
-9,892
| -30% | -$394K | 0.01% | 1013 |
|
|
2024
Q1 | $1.29M | Sell |
33,450
-11,527
| -26% | -$446K | 0.01% | 669 |
|
|
2023
Q4 | $1.64M | Buy |
44,977
+5,609
| +14% | +$205K | 0.02% | 564 |
|
|
2023
Q3 | $1.34M | Buy |
+39,368
| New | +$1.34M | 0.02% | 584 |
|