B. Riley Wealth Advisors’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $315K | Sell |
6,436
-1,000
| -13% | -$49K | 0.01% | 855 |
|
|
2024
Q3 | $356K | Buy |
7,436
+86
| +1% | +$4.12K | 0.01% | 876 |
|
|
2024
Q2 | $339K | Sell |
7,350
-27,984
| -79% | -$1.29M | 0.01% | 972 |
|
|
2024
Q1 | $1.36M | Buy |
35,334
+850
| +2% | +$32.6K | 0.04% | 440 |
|
|
2023
Q4 | $1.44M | Sell |
34,484
-850
| -2% | -$35.4K | 0.04% | 441 |
|
|
2023
Q3 | $1.36M | Buy |
+35,334
| New | +$1.36M | 0.04% | 440 |
|
|
2022
Q4 | – | Sell |
-15,739
| Closed | -$511K | – | 1526 |
|
|
2022
Q3 | $511K | Buy |
+15,739
| New | +$511K | 0.02% | 751 |
|