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Richard W. Paul & Associates’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Richard W. Paul & Associates’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
2023
Q4 		– Sell
-13
Closed -$499 – 513
2023
Q3 		$499 Buy
+13
New +$511 ﹤0.01% 473

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OMC
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CA
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Richard W. Paul & Associates's FJUL Position: Q4 2023 in Review

Richard W. Paul & Associates sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q4 2023, closing a stake of 13 shares — an estimated $499 sold.

Richard W. Paul & Associates first reported a position in FJUL in Q3 2023 and held it in 1 quarter. The position peaked at $499 in Q3 2023. 115 funds tracked by Wall St. Rank hold FJUL as of Q4 2023.

  • Richard W. Paul & Associates reported no remaining FT Vest US Equity Buffer ETF July position as of Q4 2023 after selling out during the quarter.
  • Richard W. Paul & Associates sold 13 FT Vest US Equity Buffer ETF July shares in Q4 2023, an estimated $499.
  • Richard W. Paul & Associates first reported a position in FT Vest US Equity Buffer ETF July in Q3 2023 and held it in 1 quarter.
  • Richard W. Paul & Associates's FT Vest US Equity Buffer ETF July position peaked at $499 in Q3 2023.
  • 115 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q4 2023.

Based on Richard W. Paul & Associates's 13F filing for Q4 2023, filed 23 Jan 2024.