CFCI
Comprehensive Financial Consultants Institutional’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-9,340
| Closed | -$392K | – | 176 |
|
2024
Q4 | $392K | Sell |
9,340
-708
| -7% | -$29.7K | 0.14% | 130 |
|
2024
Q3 | $416K | Buy |
+10,048
| New | +$416K | 0.15% | 129 |
|
2024
Q1 | – | Sell |
-95,518
| Closed | -$3.49M | – | 160 |
|
2023
Q4 | $3.49M | Buy |
95,518
+14,700
| +18% | +$537K | 1.62% | 9 |
|
2023
Q3 | $2.75M | Buy |
+80,818
| New | +$2.75M | 1.44% | 17 |
|
2022
Q1 | – | Sell |
-750
| Closed | -$24K | – | 223 |
|
2021
Q4 | $24K | Buy |
+750
| New | +$24K | 0.02% | 288 |
|