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First Heartland Consultants’s FT Vest US Equity Enhance & Moderate Buffer ETF July XJUL Stock Holding History

First Heartland Consultants’s Portfolio XJUL Stock Details XJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8,993
Closed -$271K – 388
2023
Q3 		$271K Buy
+8,993
New +$275K 0.03% 305

Other funds holding XJUL

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KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

First Heartland Consultants's XJUL Position: Q4 2023 in Review

First Heartland Consultants sold out of FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) in Q4 2023, closing a stake of 8,993 shares — an estimated $271K sold.

First Heartland Consultants first reported a position in XJUL in Q3 2023 and held it in 1 quarter. The position peaked at $271K in Q3 2023. 36 funds tracked by Wall St. Rank hold XJUL as of Q4 2023.

  • First Heartland Consultants reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF July position as of Q4 2023 after selling out during the quarter.
  • First Heartland Consultants sold 8,993 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q4 2023, an estimated $271K.
  • First Heartland Consultants first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q3 2023 and held it in 1 quarter.
  • First Heartland Consultants's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $271K in Q3 2023.
  • 36 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q4 2023.

Based on First Heartland Consultants's 13F filing for Q4 2023, filed 8 Feb 2024.