Opes Wealth Management’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Buy |
48,853
+1,093
| +2% | +$56.6K | 0.45% | 44 |
|
|
2025
Q1 | $2.27M | Buy |
47,760
+700
| +1% | +$33.3K | 0.46% | 44 |
|
|
2024
Q4 | $2.3M | Sell |
47,060
-805
| -2% | -$39.4K | 0.47% | 43 |
|
|
2024
Q3 | $2.3M | Sell |
47,865
-1,415
| -3% | -$68.1K | 0.44% | 44 |
|
|
2024
Q2 | $2.27M | Sell |
49,280
-165
| -0.3% | -$7.6K | 0.47% | 43 |
|
|
2024
Q1 | $2.2M | Buy |
49,445
+105
| +0.2% | +$4.67K | 0.51% | 43 |
|
|
2023
Q4 | $2.05M | Buy |
49,340
+405
| +0.8% | +$16.9K | 0.49% | 41 |
|
|
2023
Q3 | $1.88M | Buy |
48,935
+1,235
| +3% | +$47.4K | 0.52% | 42 |
|
|
2023
Q2 | $1.86M | Buy |
47,700
+3,265
| +7% | +$127K | 0.53% | 40 |
|
|
2023
Q1 | $1.61M | Buy |
+44,435
| New | +$1.61M | 0.52% | 39 |
|