Kestra Private Wealth Services’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $582K | Buy |
11,255
+1,000
| +10% | +$51.7K | 0.01% | 952 |
|
|
2025
Q1 | $488K | Hold |
10,255
| – | – | 0.01% | 970 |
|
|
2024
Q4 | $502K | Sell |
10,255
-5,580
| -35% | -$273K | 0.01% | 914 |
|
|
2024
Q3 | $762K | Hold |
15,835
| – | – | 0.01% | 706 |
|
|
2024
Q2 | $729K | Hold |
15,835
| – | – | 0.01% | 686 |
|
|
2024
Q1 | $704K | Hold |
15,835
| – | – | 0.02% | 669 |
|
|
2023
Q4 | $659K | Hold |
15,835
| – | – | 0.02% | 635 |
|
|
2023
Q3 | $607K | Buy |
15,835
+9,440
| +148% | +$362K | 0.02% | 605 |
|
|
2023
Q2 | $249K | Sell |
6,395
-4,025
| -39% | -$157K | 0.01% | 883 |
|
|
2023
Q1 | $377K | Buy |
10,420
+4,025
| +63% | +$146K | 0.02% | 691 |
|
|
2022
Q4 | $219K | Buy |
+6,395
| New | +$219K | 0.01% | 770 |
|