L.J. Altfest & Co’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-95,601
Closed -$3.44M 346
2024
Q3
$3.44M Sell
95,601
-198,864
-68% -$6.98M 0.46% 42
2024
Q2
$10.2M Buy
294,465
+7,140
+2% +$243K 1.4% 20
2024
Q1
$9.73M Buy
287,325
+30,708
+12% +$1.01M 1.38% 21
2023
Q4
$8.23M Buy
+256,617
New +$7.89M 1.19% 22

Other funds holding GJUL

L.J. Altfest & Co's GJUL Position: Q4 2024 in Review

L.J. Altfest & Co sold out of FT Vest US Equity Moderate Buffer ETF July (GJUL) in Q4 2024, closing a stake of 95,601 shares — an estimated $3.44M sold.

L.J. Altfest & Co first reported a position in GJUL in Q4 2023 and held it in 4 quarters. The position peaked at $10.2M in Q2 2024. 101 funds tracked by Wall St. Rank hold GJUL as of Q4 2024.

  • L.J. Altfest & Co reported no remaining FT Vest US Equity Moderate Buffer ETF July position as of Q4 2024 after selling out during the quarter.
  • L.J. Altfest & Co sold 95,601 FT Vest US Equity Moderate Buffer ETF July shares in Q4 2024, an estimated $3.44M.
  • L.J. Altfest & Co first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q4 2023 and held it in 4 quarters.
  • L.J. Altfest & Co's FT Vest US Equity Moderate Buffer ETF July position peaked at $10.2M in Q2 2024.
  • 101 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q4 2024.

Based on L.J. Altfest & Co's 13F filing for Q4 2024, filed 7 Feb 2025.