BTWM
FJUL icon

Baker Tilly Wealth Management’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Baker Tilly Wealth Management’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
Q3 		– Sell
-6,460
Closed -$298K – 251
2024
Q2 		$298K Sell
6,460
-400
-6% -$17.9K 0.12% 198
2024
Q1 		$305K Hold
6,860
– – 0.06% 340
2023
Q4 		$286K Hold
6,860
– – 0.05% 391
2023
Q3 		$263K Sell
6,860
-6,000
-47% -$236K 0.04% 387
2023
Q2 		$502K Hold
12,860
– – 0.05% 338
2023
Q1 		$465K Sell
12,860
-235
-2% -$8.33K 0.05% 353
2022
Q4 		$449K Hold
13,095
– – 0.06% 352
2022
Q3 		$425K Buy
13,095
+995
+8% +$34.5K 0.06% 329
2022
Q2 		$400K Hold
12,100
– – 0.05% 357
2022
Q1 		$437K Hold
12,100
– – 0.05% 371
2021
Q4 		$443K Hold
12,100
– – 0.05% 378
2021
Q3 		$419K Buy
+12,100
New +$424K 0.06% 357

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