RIA
XJUL icon

Regal Investment Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF July XJUL Stock Holding History

Regal Investment Advisors’s Portfolio XJUL Stock Details XJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6,384
Closed -$205K – 606
2023
Q4 		$205K Buy
+6,384
New +$198K 0.02% 510

Other funds holding XJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
PPWM
Perissos Private Wealth Management Bethany, Oklahoma $115M AUM 18.9% 1-Year Est. Return

Regal Investment Advisors's XJUL Position: Q1 2024 in Review

Regal Investment Advisors sold out of FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) in Q1 2024, closing a stake of 6,384 shares — an estimated $205K sold.

Regal Investment Advisors first reported a position in XJUL in Q4 2023 and held it in 1 quarter. The position peaked at $205K in Q4 2023. 35 funds tracked by Wall St. Rank hold XJUL as of Q1 2024.

  • Regal Investment Advisors reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF July position as of Q1 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 6,384 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q1 2024, an estimated $205K.
  • Regal Investment Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q4 2023 and held it in 1 quarter.
  • Regal Investment Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $205K in Q4 2023.
  • 35 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q1 2024.

Based on Regal Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.