Hazlett, Burt & Watson’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Hazlett, Burt & Watson’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
2025 Q1	–	Sell	-47	Closed	-$2K	–	801
2024 Q4	$2K	Sell	47 -60	-56%	-$2.93K	﹤0.01%	698
2024 Q3	$5K	Hold	107	–	–	﹤0.01%	597
2024 Q2	$5K	Hold	107	–	–	﹤0.01%	587
2024 Q1	$5K	Hold	107	–	–	﹤0.01%	580
2023 Q4	$4K	Hold	107	–	–	﹤0.01%	571
2023 Q3	$4K	Hold	107	–	–	﹤0.01%	584
2023 Q2	$4K	Hold	107	–	–	﹤0.01%	575
2023 Q1	$4K	Hold	107	–	–	﹤0.01%	535
2022 Q4	$4K	Hold	107	–	–	﹤0.01%	537
2022 Q3	$4K	Buy	+107	New	+$3.71K	﹤0.01%	528

Other funds holding FJUL

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Financial Services Advisory Rockville, Maryland $210M AUM 19.93% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return