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J.W. Cole Advisors’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

J.W. Cole Advisors’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
2021
Q4 		– Sell
-79,102
Closed -$2.56M – 858
2021
Q3 		$2.56M Buy
+79,102
New +$2.77M 0.18% 87

Other funds holding FJUL

Commonwealth Equity Services
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

J.W. Cole Advisors's FJUL Position: Q4 2021 in Review

J.W. Cole Advisors sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q4 2021, closing a stake of 79,102 shares — an estimated $2.56M sold.

J.W. Cole Advisors first reported a position in FJUL in Q3 2021 and held it in 1 quarter. The position peaked at $2.56M in Q3 2021. 56 funds tracked by Wall St. Rank hold FJUL as of Q4 2021.

  • J.W. Cole Advisors reported no remaining FT Vest US Equity Buffer ETF July position as of Q4 2021 after selling out during the quarter.
  • J.W. Cole Advisors sold 79,102 FT Vest US Equity Buffer ETF July shares in Q4 2021, an estimated $2.56M.
  • J.W. Cole Advisors first reported a position in FT Vest US Equity Buffer ETF July in Q3 2021 and held it in 1 quarter.
  • J.W. Cole Advisors's FT Vest US Equity Buffer ETF July position peaked at $2.56M in Q3 2021.
  • 56 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q4 2021.

Based on J.W. Cole Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.