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

Farmers & Merchants Investments Inc’s Portfolio FJUL Stock Details FJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-267
Closed -$10.4K – 1780
2023
Q2 		$10.4K Buy
+267
New +$9.87K ﹤0.01% 627

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RJFSA
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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
OAJ
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

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

Farmers & Merchants Investments Inc sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q3 2023, closing a stake of 267 shares — an estimated $10.4K sold.

Farmers & Merchants Investments Inc first reported a position in FJUL in Q2 2023 and held it in 1 quarter. The position peaked at $10.4K in Q2 2023. 111 funds tracked by Wall St. Rank hold FJUL as of Q3 2023.

  • Farmers & Merchants Investments Inc reported no remaining FT Vest US Equity Buffer ETF July position as of Q3 2023 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 267 FT Vest US Equity Buffer ETF July shares in Q3 2023, an estimated $10.4K.
  • Farmers & Merchants Investments Inc first reported a position in FT Vest US Equity Buffer ETF July in Q2 2023 and held it in 1 quarter.
  • Farmers & Merchants Investments Inc's FT Vest US Equity Buffer ETF July position peaked at $10.4K in Q2 2023.
  • 111 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q3 2023.

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