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Heritage Wealth Management (Arizona)’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$93.8K Buy
2,734
+1,367
+100% +$46.7K 0.01% 421
2022
Q3 		$44K Buy
+1,367
New +$47.3K 0.01% 416

Other funds holding FJUL

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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s FJUL Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its FT Vest US Equity Buffer ETF July (FJUL) stake by 100% in Q4 2022, buying an estimated $46.7K and bringing the position to 2,734 shares worth $93.8K. The position accounts for 0.01% of the portfolio, ranked #421.

Heritage Wealth Management (Arizona) first reported a position in FJUL in Q3 2022 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold FJUL as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 2,734 shares of FT Vest US Equity Buffer ETF July worth $93.8K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 1,367 FT Vest US Equity Buffer ETF July shares in Q4 2022, an estimated $46.7K.
  • FT Vest US Equity Buffer ETF July made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #421 holding.
  • Heritage Wealth Management (Arizona) first reported a position in FT Vest US Equity Buffer ETF July in Q3 2022 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.