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Caitlin John’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Caitlin John’s Portfolio GJUL Stock Details GJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-345
Closed -$12.7K – 382
2024
Q4 		$12.7K Sell
345
-1
-0.3% -$37 0.01% 440
2024
Q3 		$12.7K Sell
346
-1
-0.3% -$35 0.01% 454
2024
Q2 		$12.1K Buy
347
+13
+4% +$443 0.01% 434
2024
Q1 		$11.3K Sell
334
-8
-2% -$264 0.01% 433
2023
Q4 		$11K Buy
+342
New +$10.5K 0.01% 423

Other funds holding GJUL

FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Caitlin John's GJUL Position: Q1 2025 in Review

Caitlin John sold out of FT Vest US Equity Moderate Buffer ETF July (GJUL) in Q1 2025, closing a stake of 345 shares — an estimated $12.7K sold.

Caitlin John first reported a position in GJUL in Q4 2023 and held it in 5 quarters. The position peaked at $12.7K in Q3 2024. 95 funds tracked by Wall St. Rank hold GJUL as of Q1 2025.

  • Caitlin John reported no remaining FT Vest US Equity Moderate Buffer ETF July position as of Q1 2025 after selling out during the quarter.
  • Caitlin John sold 345 FT Vest US Equity Moderate Buffer ETF July shares in Q1 2025, an estimated $12.7K.
  • Caitlin John first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q4 2023 and held it in 5 quarters.
  • Caitlin John's FT Vest US Equity Moderate Buffer ETF July position peaked at $12.7K in Q3 2024.
  • 95 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q1 2025.

Based on Caitlin John's 13F filing for Q1 2025, filed 14 May 2025.