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Raymond James & Associates’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Raymond James & Associates’s Portfolio GJUL Stock Details GJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$8.56M Buy
237,686
+81,564
+52% +$2.86M 0.01% 1311
2024
Q2 		$5.43M Sell
156,122
-16,950
-10% -$578K ﹤0.01% 1519
2024
Q1 		$5.86M Buy
+173,072
New +$5.7M ﹤0.01% 1477

Other funds holding GJUL

FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Raymond James & Associates's GJUL Position: Q3 2024 in Review

Raymond James & Associates increased its FT Vest US Equity Moderate Buffer ETF July (GJUL) stake by 52% in Q3 2024, buying an estimated $2.86M and bringing the position to 237,686 shares worth $8.56M. The position accounts for 0.01% of the portfolio, ranked #1311.

Raymond James & Associates first reported a position in GJUL in Q1 2024 and has held it in 3 quarters since. 103 funds tracked by Wall St. Rank hold GJUL as of Q3 2024.

  • Raymond James & Associates held 237,686 shares of FT Vest US Equity Moderate Buffer ETF July worth $8.56M as of Q3 2024.
  • Raymond James & Associates bought 81,564 FT Vest US Equity Moderate Buffer ETF July shares in Q3 2024, an estimated $2.86M.
  • FT Vest US Equity Moderate Buffer ETF July made up 0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1311 holding.
  • Raymond James & Associates first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q1 2024 and has held it in 3 quarters since.
  • 103 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.