Main Street Financial Solutions’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Main Street Financial Solutions’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
2024 Q1	–	Sell	-9,810	Closed	-$358K	–	535
2023 Q4	$358K	Sell	9,810 -190	-2%	-$6.63K	0.05%	325
2023 Q3	$340K	Hold	10,000	–	–	0.05%	316
2023 Q2	$347K	Hold	10,000	–	–	0.05%	323
2023 Q1	$323K	Hold	10,000	–	–	0.05%	326
2022 Q4	$309K	Hold	10,000	–	–	0.05%	321
2022 Q3	$297K	Buy	+10,000	New	+$311K	0.05%	327

Other funds holding DJUL

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SMG

Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Main Street Financial Solutions's DJUL Position: Q1 2024 in Review

Main Street Financial Solutions sold out of FT Vest US Equity Deep Buffer ETF July (DJUL) in Q1 2024, closing a stake of 9,810 shares — an estimated $358K sold.

Main Street Financial Solutions first reported a position in DJUL in Q3 2022 and held it in 6 quarters. The position peaked at $358K in Q4 2023. 87 funds tracked by Wall St. Rank hold DJUL as of Q1 2024.

Main Street Financial Solutions reported no remaining FT Vest US Equity Deep Buffer ETF July position as of Q1 2024 after selling out during the quarter.
Main Street Financial Solutions sold 9,810 FT Vest US Equity Deep Buffer ETF July shares in Q1 2024, an estimated $358K.
Main Street Financial Solutions first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2022 and held it in 6 quarters.
Main Street Financial Solutions's FT Vest US Equity Deep Buffer ETF July position peaked at $358K in Q4 2023.
87 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q1 2024.

Based on Main Street Financial Solutions's 13F filing for Q1 2024, filed 23 Apr 2024.