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Signal Advisors Wealth’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Signal Advisors Wealth’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
2025
Q3 		– Sell
-268,871
Closed -$11.9M – 479
2025
Q2 		$11.9M Buy
268,871
+90,208
+50% +$3.76M 0.93% 24
2025
Q1 		$7.31M Buy
178,663
+58,991
+49% +$2.49M 0.71% 33
2024
Q4 		$5.02M Buy
119,672
+52,259
+78% +$2.19M 0.57% 49
2024
Q3 		$2.79M Buy
+67,413
New +$2.71M 0.4% 65
2024
Q2 		– Sell
-6,829
Closed -$264K – 119
2024
Q1 		$264K Buy
+6,829
New +$257K 0.07% 248

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $648M AUM 19.43% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $335M AUM 16.86% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $632M AUM 16.97% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $589M AUM 15.74% 1-Year Est. Return