LWMI
BFJL

Legacy Wealth Management (Idaho)’s FT Vest Bitcoin Strategy Floor15 ETF - July BFJL Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio BFJL Stock Details BFJL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-150
Closed -$3.1K – 978
2025
Q3 		$3.1K Buy
+150
New +$3.08K ﹤0.01% 492

Other funds holding BFJL

MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s BFJL Position: Q4 2025 in Review

Legacy Wealth Management (Idaho) sold out of FT Vest Bitcoin Strategy Floor15 ETF - July (BFJL) in Q4 2025, closing a stake of 150 shares — an estimated $3.1K sold.

Legacy Wealth Management (Idaho) first reported a position in BFJL in Q3 2025 and held it in 1 quarter. The position peaked at $3.1K in Q3 2025. 2 funds tracked by Wall St. Rank hold BFJL as of Q4 2025.

  • Legacy Wealth Management (Idaho) reported no remaining FT Vest Bitcoin Strategy Floor15 ETF - July position as of Q4 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 150 FT Vest Bitcoin Strategy Floor15 ETF - July shares in Q4 2025, an estimated $3.1K.
  • Legacy Wealth Management (Idaho) first reported a position in FT Vest Bitcoin Strategy Floor15 ETF - July in Q3 2025 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s FT Vest Bitcoin Strategy Floor15 ETF - July position peaked at $3.1K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held FT Vest Bitcoin Strategy Floor15 ETF - July as of Q4 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q4 2025, filed 3 Feb 2026.