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

Echo 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
2023 Q1	–	Sell	-11,479	Closed	-$363K	–	41
2022 Q4	$363K	Buy	11,479 +4,035	+54%	+$124K	0.39%	33
2022 Q3	$226K	Buy	+7,444	New	+$231K	0.3%	39

Other funds holding DJUL

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Echo Wealth Management's DJUL Position: Q1 2023 in Review

Echo Wealth Management sold out of FT Vest US Equity Deep Buffer ETF July (DJUL) in Q1 2023, closing a stake of 11,479 shares — an estimated $363K sold.

Echo Wealth Management first reported a position in DJUL in Q3 2022 and held it in 2 quarters. The position peaked at $363K in Q4 2022. 53 funds tracked by Wall St. Rank hold DJUL as of Q1 2023.

Echo Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF July position as of Q1 2023 after selling out during the quarter.
Echo Wealth Management sold 11,479 FT Vest US Equity Deep Buffer ETF July shares in Q1 2023, an estimated $363K.
Echo Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2022 and held it in 2 quarters.
Echo Wealth Management's FT Vest US Equity Deep Buffer ETF July position peaked at $363K in Q4 2022.
53 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q1 2023.

Based on Echo Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.