BEI
FJUL icon

Benjamin Edwards Inc’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Benjamin Edwards Inc’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
Q1 		– Sell
-3,050
Closed -$127K – 725
2023
Q4 		$127K Buy
+3,050
New +$121K 0.03% 390

Other funds holding FJUL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Benjamin Edwards Inc's FJUL Position: Q1 2024 in Review

Benjamin Edwards Inc sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q1 2024, closing a stake of 3,050 shares — an estimated $127K sold.

Benjamin Edwards Inc first reported a position in FJUL in Q4 2023 and held it in 1 quarter. The position peaked at $127K in Q4 2023. 131 funds tracked by Wall St. Rank hold FJUL as of Q1 2024.

  • Benjamin Edwards Inc reported no remaining FT Vest US Equity Buffer ETF July position as of Q1 2024 after selling out during the quarter.
  • Benjamin Edwards Inc sold 3,050 FT Vest US Equity Buffer ETF July shares in Q1 2024, an estimated $127K.
  • Benjamin Edwards Inc first reported a position in FT Vest US Equity Buffer ETF July in Q4 2023 and held it in 1 quarter.
  • Benjamin Edwards Inc's FT Vest US Equity Buffer ETF July position peaked at $127K in Q4 2023.
  • 131 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2024.

Based on Benjamin Edwards Inc's 13F filing for Q1 2024, filed 29 Apr 2024.