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Concourse Financial Group Securities’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-6,275
Closed -$269K – 513
2024
Q4 		$269K Hold
6,275
– – 0.02% 642
2024
Q3 		$260K Hold
6,275
– – 0.02% 628
2024
Q2 		$250K Hold
6,275
– – 0.02% 626
2024
Q1 		$243K Hold
6,275
– – 0.02% 617
2023
Q4 		$229K Hold
6,275
– – 0.02% 613
2023
Q3 		$213K Buy
+6,275
New +$218K 0.02% 600

Other funds holding DJUL

OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Concourse Financial Group Securities's DJUL Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of FT Vest US Equity Deep Buffer ETF July (DJUL) in Q1 2025, closing a stake of 6,275 shares — an estimated $269K sold.

Concourse Financial Group Securities first reported a position in DJUL in Q3 2023 and held it in 6 quarters. The position peaked at $269K in Q4 2024. 106 funds tracked by Wall St. Rank hold DJUL as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining FT Vest US Equity Deep Buffer ETF July position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 6,275 FT Vest US Equity Deep Buffer ETF July shares in Q1 2025, an estimated $269K.
  • Concourse Financial Group Securities first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2023 and held it in 6 quarters.
  • Concourse Financial Group Securities's FT Vest US Equity Deep Buffer ETF July position peaked at $269K in Q4 2024.
  • 106 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.