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Foundations Investment Advisors’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Foundations Investment Advisors’s Portfolio GJUL Stock Details GJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-76,800
Closed -$2.51M – 720
2023
Q4 		$2.51M Buy
+76,800
New +$2.36M 0.07% 206

Other funds holding GJUL

FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Foundations Investment Advisors's GJUL Position: Q1 2024 in Review

Foundations Investment Advisors sold out of FT Vest US Equity Moderate Buffer ETF July (GJUL) in Q1 2024, closing a stake of 76,800 shares — an estimated $2.51M sold.

Foundations Investment Advisors first reported a position in GJUL in Q4 2023 and held it in 1 quarter. The position peaked at $2.51M in Q4 2023. 73 funds tracked by Wall St. Rank hold GJUL as of Q1 2024.

  • Foundations Investment Advisors reported no remaining FT Vest US Equity Moderate Buffer ETF July position as of Q1 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 76,800 FT Vest US Equity Moderate Buffer ETF July shares in Q1 2024, an estimated $2.51M.
  • Foundations Investment Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q4 2023 and held it in 1 quarter.
  • Foundations Investment Advisors's FT Vest US Equity Moderate Buffer ETF July position peaked at $2.51M in Q4 2023.
  • 73 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q1 2024.

Based on Foundations Investment Advisors's 13F filing for Q1 2024, filed 13 May 2024.