BFG
DJUL icon

Beacon Financial Group’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Beacon Financial Group’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
2025
Q2 		– Sell
-11,598
Closed -$474K – 344
2025
Q1 		$474K Sell
11,598
-4,026
-26% -$170K 0.05% 227
2024
Q4 		$656K Sell
15,624
-6,212
-28% -$260K 0.07% 191
2024
Q3 		$904K Buy
+21,836
New +$878K 0.1% 166

Other funds holding DJUL

OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Beacon Financial Group's DJUL Position: Q2 2025 in Review

Beacon Financial Group sold out of FT Vest US Equity Deep Buffer ETF July (DJUL) in Q2 2025, closing a stake of 11,598 shares — an estimated $474K sold.

Beacon Financial Group first reported a position in DJUL in Q3 2024 and held it in 3 quarters. The position peaked at $904K in Q3 2024. 103 funds tracked by Wall St. Rank hold DJUL as of Q2 2025.

  • Beacon Financial Group reported no remaining FT Vest US Equity Deep Buffer ETF July position as of Q2 2025 after selling out during the quarter.
  • Beacon Financial Group sold 11,598 FT Vest US Equity Deep Buffer ETF July shares in Q2 2025, an estimated $474K.
  • Beacon Financial Group first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2024 and held it in 3 quarters.
  • Beacon Financial Group's FT Vest US Equity Deep Buffer ETF July position peaked at $904K in Q3 2024.
  • 103 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q2 2025.

Based on Beacon Financial Group's 13F filing for Q2 2025, filed 9 Jul 2025.