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Farmers & Merchants Investments Inc’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Farmers & Merchants Investments Inc’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
Q3 		– Sell
-298
Closed -$10.3K – 1768
2023
Q2 		$10.3K Buy
+298
New +$9.86K ﹤0.01% 630

Other funds holding DJUL

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Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Farmers & Merchants Investments Inc's DJUL Position: Q3 2023 in Review

Farmers & Merchants Investments Inc sold out of FT Vest US Equity Deep Buffer ETF July (DJUL) in Q3 2023, closing a stake of 298 shares — an estimated $10.3K sold.

Farmers & Merchants Investments Inc first reported a position in DJUL in Q2 2023 and held it in 1 quarter. The position peaked at $10.3K in Q2 2023. 82 funds tracked by Wall St. Rank hold DJUL as of Q3 2023.

  • Farmers & Merchants Investments Inc reported no remaining FT Vest US Equity Deep Buffer ETF July position as of Q3 2023 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 298 FT Vest US Equity Deep Buffer ETF July shares in Q3 2023, an estimated $10.3K.
  • Farmers & Merchants Investments Inc first reported a position in FT Vest US Equity Deep Buffer ETF July in Q2 2023 and held it in 1 quarter.
  • Farmers & Merchants Investments Inc's FT Vest US Equity Deep Buffer ETF July position peaked at $10.3K in Q2 2023.
  • 82 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q3 2023.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2023, filed 25 Oct 2023.