MFGM
QCJL

Marshall Financial Group (Maryland)’s FT Vest Nasdaq-100 Conservative Buffer ETF - July QCJL Stock Holding History

Marshall Financial Group (Maryland)’s Portfolio QCJL Stock Details QCJL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,087
Closed -$205K – 274
2025
Q1 		$205K Buy
+10,087
New +$212K 0.04% 224
2024
Q4 		– Sell
-10,592
Closed -$217K – 235
2024
Q3 		$217K Buy
+10,592
New +$212K 0.05% 203

Other funds holding QCJL

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LWM
Lionshead Wealth Management New York $154M AUM 25.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RMAM
Raab & Moskowitz Asset Management Chatham, New Jersey $497M AUM 26.8% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Marshall Financial Group (Maryland)'s QCJL Position: Q2 2025 in Review

Marshall Financial Group (Maryland) sold out of FT Vest Nasdaq-100 Conservative Buffer ETF - July (QCJL) in Q2 2025, closing a stake of 10,087 shares — an estimated $205K sold.

Marshall Financial Group (Maryland) first reported a position in QCJL in Q3 2024 and held it in 2 quarters. The position peaked at $217K in Q3 2024. 39 funds tracked by Wall St. Rank hold QCJL as of Q2 2025.

  • Marshall Financial Group (Maryland) reported no remaining FT Vest Nasdaq-100 Conservative Buffer ETF - July position as of Q2 2025 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 10,087 FT Vest Nasdaq-100 Conservative Buffer ETF - July shares in Q2 2025, an estimated $205K.
  • Marshall Financial Group (Maryland) first reported a position in FT Vest Nasdaq-100 Conservative Buffer ETF - July in Q3 2024 and held it in 2 quarters.
  • Marshall Financial Group (Maryland)'s FT Vest Nasdaq-100 Conservative Buffer ETF - July position peaked at $217K in Q3 2024.
  • 39 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Conservative Buffer ETF - July as of Q2 2025.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2025, filed 10 Jul 2025.