MAG
DJUL icon

Mayfair Advisory Group’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Mayfair Advisory Group’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
Q4 		– Sell
-6,401
Closed -$264K – 162
2024
Q3 		$264K Buy
+6,401
New +$257K 0.17% 119

Other funds holding DJUL

OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mayfair Advisory Group's DJUL Position: Q4 2024 in Review

Mayfair Advisory Group sold out of FT Vest US Equity Deep Buffer ETF July (DJUL) in Q4 2024, closing a stake of 6,401 shares — an estimated $264K sold.

Mayfair Advisory Group first reported a position in DJUL in Q3 2024 and held it in 1 quarter. The position peaked at $264K in Q3 2024. 112 funds tracked by Wall St. Rank hold DJUL as of Q4 2024.

  • Mayfair Advisory Group reported no remaining FT Vest US Equity Deep Buffer ETF July position as of Q4 2024 after selling out during the quarter.
  • Mayfair Advisory Group sold 6,401 FT Vest US Equity Deep Buffer ETF July shares in Q4 2024, an estimated $264K.
  • Mayfair Advisory Group first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2024 and held it in 1 quarter.
  • Mayfair Advisory Group's FT Vest US Equity Deep Buffer ETF July position peaked at $264K in Q3 2024.
  • 112 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q4 2024.

Based on Mayfair Advisory Group's 13F filing for Q4 2024, filed 14 Jan 2025.