MAM
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Milestone Asset Management’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Milestone Asset Management’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
2023
Q4 		– Sell
-688,853
Closed -$23.4M – 92
2023
Q3 		$23.4M Buy
+688,853
New +$23.9M 8.18% 4

Other funds holding DJUL

OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Milestone Asset Management's DJUL Position: Q4 2023 in Review

Milestone Asset Management sold out of FT Vest US Equity Deep Buffer ETF July (DJUL) in Q4 2023, closing a stake of 688,853 shares — an estimated $23.4M sold.

Milestone Asset Management first reported a position in DJUL in Q3 2023 and held it in 1 quarter. The position peaked at $23.4M in Q3 2023. 100 funds tracked by Wall St. Rank hold DJUL as of Q4 2023.

  • Milestone Asset Management reported no remaining FT Vest US Equity Deep Buffer ETF July position as of Q4 2023 after selling out during the quarter.
  • Milestone Asset Management sold 688,853 FT Vest US Equity Deep Buffer ETF July shares in Q4 2023, an estimated $23.4M.
  • Milestone Asset Management first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2023 and held it in 1 quarter.
  • Milestone Asset Management's FT Vest US Equity Deep Buffer ETF July position peaked at $23.4M in Q3 2023.
  • 100 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q4 2023.

Based on Milestone Asset Management's 13F filing for Q4 2023, filed 23 Jan 2024.