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

Nations Financial 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 Q4	–	Sell	-7,051	Closed	-$339K	–	682
2024 Q3	$339K	Buy	7,051 +498	+8%	+$23.2K	0.02%	538
2024 Q2	$302K	Sell	6,553 -1	-0%	-$45	0.02%	536
2024 Q1	$291K	Sell	6,554 -5	-0.1%	-$215	0.02%	531
2023 Q4	$273K	Sell	6,559 -20	-0.3%	-$791	0.03%	535
2023 Q3	$252K	Buy	+6,579	New	+$258K	0.03%	530

Other funds holding FJUL

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FSA

Financial Services Advisory Rockville, Maryland $399M AUM 27.93% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

Nations Financial Group sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q4 2024, closing a stake of 7,051 shares — an estimated $339K sold.

Nations Financial Group first reported a position in FJUL in Q3 2023 and held it in 5 quarters. The position peaked at $339K in Q3 2024. 150 funds tracked by Wall St. Rank hold FJUL as of Q4 2024.

Nations Financial Group reported no remaining FT Vest US Equity Buffer ETF July position as of Q4 2024 after selling out during the quarter.
Nations Financial Group sold 7,051 FT Vest US Equity Buffer ETF July shares in Q4 2024, an estimated $339K.
Nations Financial Group first reported a position in FT Vest US Equity Buffer ETF July in Q3 2023 and held it in 5 quarters.
Nations Financial Group's FT Vest US Equity Buffer ETF July position peaked at $339K in Q3 2024.
150 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q4 2024.

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