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Legacy Private Trust’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Legacy Private Trust’s Portfolio DJUL Stock Details DJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-19,210
Closed -$610K – 218
2020
Q4 		$610K Buy
19,210
+2,396
+14% +$74.8K 0.06% 159
2020
Q3 		$516K Buy
+16,814
New +$515K 0.05% 158

Other funds holding DJUL

UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DP
Denver PWM Denver, Colorado $291M AUM 12.15% 1-Year Est. Return

Legacy Private Trust's DJUL Position: Q1 2021 in Review

Legacy Private Trust sold out of FT Vest US Equity Deep Buffer ETF July (DJUL) in Q1 2021, closing a stake of 19,210 shares — an estimated $610K sold.

Legacy Private Trust first reported a position in DJUL in Q3 2020 and held it in 2 quarters. The position peaked at $610K in Q4 2020. 12 funds tracked by Wall St. Rank hold DJUL as of Q1 2021.

  • Legacy Private Trust reported no remaining FT Vest US Equity Deep Buffer ETF July position as of Q1 2021 after selling out during the quarter.
  • Legacy Private Trust sold 19,210 FT Vest US Equity Deep Buffer ETF July shares in Q1 2021, an estimated $610K.
  • Legacy Private Trust first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2020 and held it in 2 quarters.
  • Legacy Private Trust's FT Vest US Equity Deep Buffer ETF July position peaked at $610K in Q4 2020.
  • 12 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q1 2021.

Based on Legacy Private Trust's 13F filing for Q1 2021, filed 9 Apr 2021.