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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FSA

Financial Services Advisory Rockville, Maryland $399M AUM 27.93% 1-Year Est. Return

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

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

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Hazlett, Burt & Watson's FJUL Position: Q1 2025 in Review

Hazlett, Burt & Watson sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q1 2025, closing a stake of 47 shares — an estimated $2K sold.

Hazlett, Burt & Watson first reported a position in FJUL in Q3 2022 and held it in 10 quarters. The position peaked at $5K in Q3 2024. 143 funds tracked by Wall St. Rank hold FJUL as of Q1 2025.

Hazlett, Burt & Watson reported no remaining FT Vest US Equity Buffer ETF July position as of Q1 2025 after selling out during the quarter.
Hazlett, Burt & Watson sold 47 FT Vest US Equity Buffer ETF July shares in Q1 2025, an estimated $2K.
Hazlett, Burt & Watson first reported a position in FT Vest US Equity Buffer ETF July in Q3 2022 and held it in 10 quarters.
Hazlett, Burt & Watson's FT Vest US Equity Buffer ETF July position peaked at $5K in Q3 2024.
143 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2025.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2025, filed 5 May 2025.