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Goodwin Investment Advisory’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Goodwin Investment Advisory’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
Q1 		– Sell
-160
Closed -$6K – 209
2021
Q4 		$6K Buy
+160
New +$5.74K ﹤0.01% 138

Other funds holding FJUL

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Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goodwin Investment Advisory's FJUL Position: Q1 2022 in Review

Goodwin Investment Advisory sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q1 2022, closing a stake of 160 shares — an estimated $6K sold.

Goodwin Investment Advisory first reported a position in FJUL in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 58 funds tracked by Wall St. Rank hold FJUL as of Q1 2022.

  • Goodwin Investment Advisory reported no remaining FT Vest US Equity Buffer ETF July position as of Q1 2022 after selling out during the quarter.
  • Goodwin Investment Advisory sold 160 FT Vest US Equity Buffer ETF July shares in Q1 2022, an estimated $6K.
  • Goodwin Investment Advisory first reported a position in FT Vest US Equity Buffer ETF July in Q4 2021 and held it in 1 quarter.
  • Goodwin Investment Advisory's FT Vest US Equity Buffer ETF July position peaked at $6K in Q4 2021.
  • 58 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2022.

Based on Goodwin Investment Advisory's 13F filing for Q1 2022, filed 16 May 2022.