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Nations Financial Group’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Nations Financial 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
-6,237
Closed -$258K – 678
2024
Q3 		$258K Sell
6,237
-1,825
-23% -$73.4K 0.02% 593
2024
Q2 		$321K Hold
8,062
– – 0.03% 515
2024
Q1 		$312K Sell
8,062
-64,019
-89% -$2.4M 0.03% 521
2023
Q4 		$2.63M Buy
72,081
+1,815
+3% +$63.3K 0.24% 101
2023
Q3 		$2.39M Buy
+70,266
New +$2.44M 0.24% 104

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

Nations Financial Group's DJUL Position: Q4 2024 in Review

Nations Financial Group sold out of FT Vest US Equity Deep Buffer ETF July (DJUL) in Q4 2024, closing a stake of 6,237 shares — an estimated $258K sold.

Nations Financial Group first reported a position in DJUL in Q3 2023 and held it in 5 quarters. The position peaked at $2.63M in Q4 2023. 112 funds tracked by Wall St. Rank hold DJUL as of Q4 2024.

  • Nations Financial Group reported no remaining FT Vest US Equity Deep Buffer ETF July position as of Q4 2024 after selling out during the quarter.
  • Nations Financial Group sold 6,237 FT Vest US Equity Deep Buffer ETF July shares in Q4 2024, an estimated $258K.
  • Nations Financial Group first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2023 and held it in 5 quarters.
  • Nations Financial Group's FT Vest US Equity Deep Buffer ETF July position peaked at $2.63M in Q4 2023.
  • 112 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q4 2024.

Based on Nations Financial Group's 13F filing for Q4 2024, filed 30 Jan 2025.