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SeaCrest Wealth Management’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

SeaCrest Wealth Management’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
2025
Q2 		– Sell
-5,046
Closed -$240K – 642
2025
Q1 		$240K Hold
5,046
– – 0.03% 564
2024
Q4 		$247K Hold
5,046
– – 0.03% 556
2024
Q3 		$243K Buy
5,046
+232
+5% +$10.8K 0.03% 560
2024
Q2 		$222K Hold
4,814
– – 0.03% 555
2024
Q1 		$214K Buy
+4,814
New +$207K 0.03% 550

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AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return

SeaCrest Wealth Management's FJUL Position: Q2 2025 in Review

SeaCrest Wealth Management sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q2 2025, closing a stake of 5,046 shares — an estimated $240K sold.

SeaCrest Wealth Management first reported a position in FJUL in Q1 2024 and held it in 5 quarters. The position peaked at $247K in Q4 2024. 132 funds tracked by Wall St. Rank hold FJUL as of Q2 2025.

  • SeaCrest Wealth Management reported no remaining FT Vest US Equity Buffer ETF July position as of Q2 2025 after selling out during the quarter.
  • SeaCrest Wealth Management sold 5,046 FT Vest US Equity Buffer ETF July shares in Q2 2025, an estimated $240K.
  • SeaCrest Wealth Management first reported a position in FT Vest US Equity Buffer ETF July in Q1 2024 and held it in 5 quarters.
  • SeaCrest Wealth Management's FT Vest US Equity Buffer ETF July position peaked at $247K in Q4 2024.
  • 132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2025.

Based on SeaCrest Wealth Management's 13F filing for Q2 2025, filed 11 Jul 2025.