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Raymond James Financial Services Advisors’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Raymond James Financial Services Advisors’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
Q3 		$6.6M Buy
159,463
+39,052
+32% +$1.57M 0.01% 1087
2024
Q2 		$4.79M Buy
120,411
+22
+0% +$857 0.01% 1185
2024
Q1 		$4.66M Sell
120,389
-158,362
-57% -$5.95M 0.01% 1178
2023
Q4 		$10.2M Buy
278,751
+20,115
+8% +$702K 0.02% 752
2023
Q3 		$8.79M Buy
+258,636
New +$8.99M 0.02% 751

Other funds holding DJUL

OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Raymond James Financial Services Advisors's DJUL Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its FT Vest US Equity Deep Buffer ETF July (DJUL) stake by 32% in Q3 2024, buying an estimated $1.57M and bringing the position to 159,463 shares worth $6.6M. The position accounts for 0.01% of the portfolio, ranked #1087.

Raymond James Financial Services Advisors first reported a position in DJUL in Q3 2023 and has held it in 5 quarters since. The position peaked at $10.2M in Q4 2023. 101 funds tracked by Wall St. Rank hold DJUL as of Q3 2024.

  • Raymond James Financial Services Advisors held 159,463 shares of FT Vest US Equity Deep Buffer ETF July worth $6.6M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 39,052 FT Vest US Equity Deep Buffer ETF July shares in Q3 2024, an estimated $1.57M.
  • FT Vest US Equity Deep Buffer ETF July made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1087 holding.
  • Raymond James Financial Services Advisors first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2023 and has held it in 5 quarters since.
  • Raymond James Financial Services Advisors's FT Vest US Equity Deep Buffer ETF July position peaked at $10.2M in Q4 2023.
  • 101 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.