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

Next 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
2021
Q4 		$2K Hold
54
– – ﹤0.01% 2602
2021
Q3 		$2K Buy
+54
New +$1.89K ﹤0.01% 2468

Other funds holding FJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Next Financial Group's FJUL Position: Q4 2021 in Review

Next Financial Group held its FT Vest US Equity Buffer ETF July (FJUL) position steady in Q4 2021 at 54 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2602.

Next Financial Group first reported a position in FJUL in Q3 2021 and has held it in 2 quarters since. 56 funds tracked by Wall St. Rank hold FJUL as of Q4 2021.

  • Next Financial Group held 54 shares of FT Vest US Equity Buffer ETF July worth $2K as of Q4 2021.
  • Next Financial Group left its FT Vest US Equity Buffer ETF July share count unchanged in Q4 2021.
  • FT Vest US Equity Buffer ETF July made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2602 holding.
  • Next Financial Group first reported a position in FT Vest US Equity Buffer ETF July in Q3 2021 and has held it in 2 quarters since.
  • 56 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.