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

B. Riley Wealth Advisors’s Portfolio FJUL Stock Details FJUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$315K	Sell	6,436 -1,000	-13%	-$48.8K	0.01%	855
2024 Q3	$356K	Buy	7,436 +86	+1%	+$4.01K	0.01%	876
2024 Q2	$339K	Sell	7,350 -27,984	-79%	-$1.25M	0.01%	972
2024 Q1	$1.36M	Buy	35,334 +850	+2%	+$36.5K	0.04%	440
2023 Q4	$1.44M	Sell	34,484 -850	-2%	-$33.6K	0.04%	441
2023 Q3	$1.36M	Buy	+35,334	New	+$1.39M	0.04%	440
2022 Q4	–	Sell	-15,739	Closed	-$511K	–	1526
2022 Q3	$511K	Buy	+15,739	New	+$545K	0.02%	751

Other funds holding FJUL

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FSA

Financial Services Advisory Rockville, Maryland $210M AUM 19.93% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

B. Riley Wealth Advisors reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 13% in Q4 2024, selling an estimated $48.8K and leaving 6,436 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #855.

B. Riley Wealth Advisors first reported a position in FJUL in Q3 2022 and has held it in 7 quarters since. The position peaked at $1.44M in Q4 2023. 150 funds tracked by Wall St. Rank hold FJUL as of Q4 2024.

B. Riley Wealth Advisors held 6,436 shares of FT Vest US Equity Buffer ETF July worth $315K as of Q4 2024.
B. Riley Wealth Advisors sold 1,000 FT Vest US Equity Buffer ETF July shares in Q4 2024, an estimated $48.8K.
FT Vest US Equity Buffer ETF July made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #855 holding.
B. Riley Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF July in Q3 2022 and has held it in 7 quarters since.
B. Riley Wealth Advisors's FT Vest US Equity Buffer ETF July position peaked at $1.44M in Q4 2023.
150 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q4 2024.

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