DHJJ Financial Advisors’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503K | Sell |
9,721
-994
| -9% | -$51.4K | 0.18% | 95 |
|
|
2025
Q1 | $510K | Sell |
10,715
-920
| -8% | -$43.8K | 0.21% | 86 |
|
|
2024
Q4 | $570K | Sell |
11,635
-743
| -6% | -$36.4K | 0.22% | 82 |
|
|
2024
Q3 | $596K | Buy |
12,378
+663
| +6% | +$31.9K | 0.24% | 79 |
|
|
2024
Q2 | $540K | Sell |
11,715
-2,520
| -18% | -$116K | 0.23% | 81 |
|
|
2024
Q1 | $633K | Sell |
14,235
-590
| -4% | -$26.2K | 0.28% | 66 |
|
|
2023
Q4 | $617K | Sell |
14,825
-1,010
| -6% | -$42K | 0.29% | 64 |
|
|
2023
Q3 | $607K | Buy |
15,835
+699
| +5% | +$26.8K | 0.31% | 62 |
|
|
2023
Q2 | $590K | Sell |
15,136
-162
| -1% | -$6.32K | 0.31% | 66 |
|
|
2023
Q1 | $553K | Buy |
15,298
+280
| +2% | +$10.1K | 0.3% | 71 |
|
|
2022
Q4 | $515K | Sell |
15,018
-665
| -4% | -$22.8K | 0.3% | 72 |
|
|
2022
Q3 | $509K | Buy |
15,683
+802
| +5% | +$26K | 0.3% | 71 |
|
|
2022
Q2 | $492K | Hold |
14,881
| – | – | 0.27% | 73 |
|
|
2022
Q1 | $538K | Hold |
14,881
| – | – | 0.26% | 79 |
|
|
2021
Q4 | $544K | Sell |
14,881
-416
| -3% | -$15.2K | 0.26% | 73 |
|
|
2021
Q3 | $530K | Buy |
15,297
+2,395
| +19% | +$83K | 0.27% | 70 |
|
|
2021
Q2 | $446K | Hold |
12,902
| – | – | 0.24% | 80 |
|
|
2021
Q1 | $439K | Hold |
12,902
| – | – | 0.25% | 72 |
|
|
2020
Q4 | $426K | Buy |
+12,902
| New | +$426K | 0.27% | 69 |
|