MA
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Mutual Advisors’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Mutual Advisors’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
2026
Q1 		$568K Hold
12,163
– – 0.01% 825
2025
Q4 		$579K Hold
12,163
– – 0.01% 812
2025
Q3 		$571K Hold
12,163
– – 0.01% 801
2025
Q2 		$554K Sell
12,163
-192
-2% -$8.01K 0.01% 738
2025
Q1 		$500K Sell
12,355
-200
-2% -$8.43K 0.01% 710
2024
Q4 		$531K Sell
12,555
-1,498
-11% -$62.8K 0.02% 677
2024
Q3 		$584K Buy
14,053
+1,989
+16% +$80K 0.02% 650
2024
Q2 		$481K Buy
12,064
+250
+2% +$9.74K 0.01% 715
2024
Q1 		$457K Hold
11,814
– – 0.01% 725
2023
Q4 		$431K Buy
11,814
+1,625
+16% +$56.7K 0.02% 698
2023
Q3 		$346K Buy
+10,189
New +$354K 0.01% 732
2023
Q2 		– Sell
-6,276
Closed -$203K – 1013
2023
Q1 		$203K Buy
+6,276
New +$199K 0.01% 924
2022
Q1 		– Sell
-6,560
Closed -$221K – 881
2021
Q4 		$221K Sell
6,560
-1,000
-13% -$33.3K 0.01% 818
2021
Q3 		$247K Buy
+7,560
New +$248K 0.01% 768

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $441M AUM
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return