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Dogwood Wealth Management’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Dogwood Wealth Management’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 		– Sell
-4,919
Closed -$180K – 621
2023
Q4 		$180K Buy
+4,919
New +$172K 0.14% 82

Other funds holding DJUL

OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 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 $18.5B AUM 19.51% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Dogwood Wealth Management's DJUL Position: Q1 2024 in Review

Dogwood Wealth Management sold out of FT Vest US Equity Deep Buffer ETF July (DJUL) in Q1 2024, closing a stake of 4,919 shares — an estimated $180K sold.

Dogwood Wealth Management first reported a position in DJUL in Q4 2023 and held it in 1 quarter. The position peaked at $180K in Q4 2023. 87 funds tracked by Wall St. Rank hold DJUL as of Q1 2024.

  • Dogwood Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF July position as of Q1 2024 after selling out during the quarter.
  • Dogwood Wealth Management sold 4,919 FT Vest US Equity Deep Buffer ETF July shares in Q1 2024, an estimated $180K.
  • Dogwood Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF July in Q4 2023 and held it in 1 quarter.
  • Dogwood Wealth Management's FT Vest US Equity Deep Buffer ETF July position peaked at $180K 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 Dogwood Wealth Management's 13F filing for Q1 2024, filed 28 Feb 2025.