B. Riley Wealth Advisors’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
2024
Q4
Sell
2024
Q3
$256K Hold
2024
Q2
$247K Buy
2024
Q1
$207K Sell
2023
Q4
$228K Buy
2023
Q3
$207K Buy
2023
Q1
Sell
2022
Q4
$270K Sell
2022
Q3
$267K Buy