Frontier Wealth Management’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Frontier Wealth Management’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
2022 Q2	$965K	Sell	29,170 -990	-3%	-$33.8K	0.07%	180
2022 Q1	$1.07M	Hold	30,160	–	–	0.01%	173
2021 Q4	$1.1M	Hold	30,160	–	–	0.07%	177
2021 Q3	$1.04M	Hold	30,160	–	–	0.07%	173
2021 Q2	$1.04M	Hold	30,160	–	–	0.07%	173
2021 Q1	$1.02M	Hold	30,160	–	–	0.08%	160
2020 Q4	$996K	Sell	30,160 -1,650	-5%	-$52.9K	0.08%	160
2020 Q3	$988K	Buy	+31,810	New	+$985K	0.09%	153

Other funds holding FJUL

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCM

Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Frontier Wealth Management's FJUL Position: Q2 2022 in Review

Frontier Wealth Management reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 3.3% in Q2 2022, selling an estimated $33.8K and leaving 29,170 shares worth $965K. The position accounts for 0.07% of the portfolio, ranked #180.

Frontier Wealth Management first reported a position in FJUL in Q3 2020 and has held it in 8 quarters since. The position peaked at $1.1M in Q4 2021. 56 funds tracked by Wall St. Rank hold FJUL as of Q2 2022.

Frontier Wealth Management held 29,170 shares of FT Vest US Equity Buffer ETF July worth $965K as of Q2 2022.
Frontier Wealth Management sold 990 FT Vest US Equity Buffer ETF July shares in Q2 2022, an estimated $33.8K.
FT Vest US Equity Buffer ETF July made up 0.07% of Frontier Wealth Management's portfolio in Q2 2022, its #180 holding.
Frontier Wealth Management first reported a position in FT Vest US Equity Buffer ETF July in Q3 2020 and has held it in 8 quarters since.
Frontier Wealth Management's FT Vest US Equity Buffer ETF July position peaked at $1.1M in Q4 2021.
56 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.