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FinTrust Capital Advisors’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

FinTrust Capital Advisors’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
Q3 		$689K Buy
16,650
+10,250
+160% +$412K 0.12% 149
2024
Q2 		$255K Hold
6,400
– – 0.05% 255
2024
Q1 		$248K Hold
6,400
– – 0.05% 258
2023
Q4 		$234K Buy
6,400
+3,550
+125% +$124K 0.05% 251
2023
Q3 		$96.8K Buy
+2,850
New +$99.1K 0.02% 351

Other funds holding DJUL

OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FinTrust Capital Advisors's DJUL Position: Q3 2024 in Review

FinTrust Capital Advisors increased its FT Vest US Equity Deep Buffer ETF July (DJUL) stake by 160% in Q3 2024, buying an estimated $412K and bringing the position to 16,650 shares worth $689K. The position accounts for 0.12% of the portfolio, ranked #149.

FinTrust Capital Advisors first reported a position in DJUL in Q3 2023 and has held it in 5 quarters since. 101 funds tracked by Wall St. Rank hold DJUL as of Q3 2024.

  • FinTrust Capital Advisors held 16,650 shares of FT Vest US Equity Deep Buffer ETF July worth $689K as of Q3 2024.
  • FinTrust Capital Advisors bought 10,250 FT Vest US Equity Deep Buffer ETF July shares in Q3 2024, an estimated $412K.
  • FT Vest US Equity Deep Buffer ETF July made up 0.12% of FinTrust Capital Advisors's portfolio in Q3 2024, its #149 holding.
  • FinTrust Capital Advisors first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2023 and has held it in 5 quarters since.
  • 101 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.