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

Cetera Advisor Networks’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	$4.69M	Sell	105,459 -1,847	-2%	-$79.4K	0.02%	657
2023 Q4	$4.47M	Buy	107,306 +30,991	+41%	+$1.23M	0.02%	624
2023 Q3	$2.93M	Buy	76,315 +57,425	+304%	+$2.26M	0.02%	742
2023 Q2	$737K	Sell	18,890 -4,592	-20%	-$170K	0.01%	1453
2023 Q1	$849K	Sell	23,482 -9	-0%	-$319	0.01%	1339
2022 Q4	$806K	Buy	23,491 +425	+2%	+$14.5K	0.01%	1310
2022 Q3	$748K	Buy	23,066 +12,057	+110%	+$418K	0.01%	1051
2022 Q2	$364K	Sell	11,009 -1,143	-9%	-$39K	﹤0.01%	1495
2022 Q1	$439K	Buy	12,152 +3,364	+38%	+$120K	0.01%	1375
2021 Q4	$322K	Hold	8,788	–	–	﹤0.01%	1563
2021 Q3	$304K	Buy	+8,788	New	+$308K	﹤0.01%	1510

Other funds holding FJUL

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Cetera Advisor Networks reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 1.7% in Q1 2024, selling an estimated $79.4K and leaving 105,459 shares worth $4.69M. The position accounts for 0.02% of the portfolio, ranked #657.

Cetera Advisor Networks first reported a position in FJUL in Q3 2021 and has held it in 11 quarters since. 131 funds tracked by Wall St. Rank hold FJUL as of Q1 2024.

Cetera Advisor Networks held 105,459 shares of FT Vest US Equity Buffer ETF July worth $4.69M as of Q1 2024.
Cetera Advisor Networks sold 1,847 FT Vest US Equity Buffer ETF July shares in Q1 2024, an estimated $79.4K.
FT Vest US Equity Buffer ETF July made up 0.02% of Cetera Advisor Networks's portfolio in Q1 2024, its #657 holding.
Cetera Advisor Networks first reported a position in FT Vest US Equity Buffer ETF July in Q3 2021 and has held it in 11 quarters since.
131 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2024.

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