Cetera Advisor Networks’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$305K	Sell	7,889 -22,522	-74%	-$846K	﹤0.01%	2275
2023 Q4	$1.11M	Buy	30,411 +14,047	+86%	+$490K	0.01%	1301
2023 Q3	$556K	Buy	16,364 +7,773	+90%	+$270K	﹤0.01%	1699
2023 Q2	$298K	Hold	8,591	–	–	﹤0.01%	2091
2023 Q1	$278K	Buy	8,591 +566	+7%	+$17.9K	﹤0.01%	2101
2022 Q4	$248K	Buy	8,025 +884	+12%	+$27.2K	﹤0.01%	2126
2022 Q3	$212K	Buy	+7,141	New	+$222K	﹤0.01%	1818
2021 Q1	–	Sell	-21,259	Closed	-$675K	–	1491
2020 Q4	$675K	Hold	21,259	–	–	0.02%	668
2020 Q3	$652K	Buy	+21,259	New	+$651K	0.02%	610

Other funds holding DJUL

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SMG

Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Cetera Advisor Networks's DJUL Position: Q1 2024 in Review

Cetera Advisor Networks reduced its FT Vest US Equity Deep Buffer ETF July (DJUL) stake by 74% in Q1 2024, selling an estimated $846K and leaving 7,889 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #2275.

Cetera Advisor Networks first reported a position in DJUL in Q3 2020 and has held it in 9 quarters since. The position peaked at $1.11M in Q4 2023. 87 funds tracked by Wall St. Rank hold DJUL as of Q1 2024.

Cetera Advisor Networks held 7,889 shares of FT Vest US Equity Deep Buffer ETF July worth $305K as of Q1 2024.
Cetera Advisor Networks sold 22,522 FT Vest US Equity Deep Buffer ETF July shares in Q1 2024, an estimated $846K.
FT Vest US Equity Deep Buffer ETF July made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2275 holding.
Cetera Advisor Networks first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2020 and has held it in 9 quarters since.
Cetera Advisor Networks's FT Vest US Equity Deep Buffer ETF July position peaked at $1.11M in Q4 2023.
87 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.