BFEC
FJUL icon

Benjamin F. Edwards & Company’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$5K Hold
100
– – ﹤0.01% 1868
2024
Q1 		$4K Buy
+100
New +$4.3K ﹤0.01% 1906

Other funds holding FJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
FSA
Financial Services Advisory Rockville, Maryland $399M AUM 27.93% 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
GWM
GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AC
AIFG Consultants Halfmoon, New York $58.2M AUM 20.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Benjamin F. Edwards & Company's FJUL Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its FT Vest US Equity Buffer ETF July (FJUL) position steady in Q2 2024 at 100 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1868.

Benjamin F. Edwards & Company first reported a position in FJUL in Q1 2024 and has held it in 2 quarters since. 112 funds tracked by Wall St. Rank hold FJUL as of Q2 2024.

  • Benjamin F. Edwards & Company held 100 shares of FT Vest US Equity Buffer ETF July worth $5K as of Q2 2024.
  • Benjamin F. Edwards & Company left its FT Vest US Equity Buffer ETF July share count unchanged in Q2 2024.
  • FT Vest US Equity Buffer ETF July made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1868 holding.
  • Benjamin F. Edwards & Company first reported a position in FT Vest US Equity Buffer ETF July in Q1 2024 and has held it in 2 quarters since.
  • 112 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.