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B. Riley Wealth Advisors’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

B. Riley Wealth Advisors’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
2024
Q4 		– Sell
-6,210
Closed -$256K – 1174
2024
Q3 		$256K Hold
6,210
– – 0.01% 1027
2024
Q2 		$247K Buy
6,210
+107
+2% +$4.17K 0.01% 1119
2024
Q1 		$207K Sell
6,103
-145
-2% -$5.45K 0.01% 1258
2023
Q4 		$228K Buy
6,248
+145
+2% +$5.06K 0.01% 1193
2023
Q3 		$207K Buy
+6,103
New +$212K 0.01% 1258
2023
Q1 		– Sell
-8,750
Closed -$270K – 1545
2022
Q4 		$270K Sell
8,750
-231
-3% -$7.1K 0.01% 1093
2022
Q3 		$267K Buy
+8,981
New +$279K 0.01% 1075

Other funds holding DJUL

OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

B. Riley Wealth Advisors's DJUL Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of FT Vest US Equity Deep Buffer ETF July (DJUL) in Q4 2024, closing a stake of 6,210 shares — an estimated $256K sold.

B. Riley Wealth Advisors first reported a position in DJUL in Q3 2022 and held it in 7 quarters. The position peaked at $270K in Q4 2022. 112 funds tracked by Wall St. Rank hold DJUL as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining FT Vest US Equity Deep Buffer ETF July position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 6,210 FT Vest US Equity Deep Buffer ETF July shares in Q4 2024, an estimated $256K.
  • B. Riley Wealth Advisors first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2022 and held it in 7 quarters.
  • B. Riley Wealth Advisors's FT Vest US Equity Deep Buffer ETF July position peaked at $270K in Q4 2022.
  • 112 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.