MG
FJUL icon

Mather Group’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Mather Group’s Portfolio FJUL Stock Details FJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,753
Closed -$77.9K – 1872
2024
Q2 		$77.9K Buy
+1,753
New +$78.5K ﹤0.01% 876

Other funds holding FJUL

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
FSA
Financial Services Advisory Rockville, Maryland $399M AUM 27.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return

Mather Group's FJUL Position: Q3 2024 in Review

Mather Group sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q3 2024, closing a stake of 1,753 shares — an estimated $77.9K sold.

Mather Group first reported a position in FJUL in Q2 2024 and held it in 1 quarter. The position peaked at $77.9K in Q2 2024. 145 funds tracked by Wall St. Rank hold FJUL as of Q3 2024.

  • Mather Group reported no remaining FT Vest US Equity Buffer ETF July position as of Q3 2024 after selling out during the quarter.
  • Mather Group sold 1,753 FT Vest US Equity Buffer ETF July shares in Q3 2024, an estimated $77.9K.
  • Mather Group first reported a position in FT Vest US Equity Buffer ETF July in Q2 2024 and held it in 1 quarter.
  • Mather Group's FT Vest US Equity Buffer ETF July position peaked at $77.9K in Q2 2024.
  • 145 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q3 2024.

Based on Mather Group's 13F filing for Q3 2024, filed 7 Oct 2024.