Steward Partners Investment Advisory’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
21,580
-1,751
| -8% | -$90.6K | 0.01% | 944 |
|
|
2025
Q1 | $1.11M | Sell |
23,331
-148,995
| -86% | -$7.1M | 0.01% | 881 |
|
|
2024
Q4 | $8.44M | Sell |
172,326
-8,792
| -5% | -$431K | 0.07% | 256 |
|
|
2024
Q3 | $8.71M | Buy |
181,118
+65,717
| +57% | +$3.16M | 0.08% | 247 |
|
|
2024
Q2 | $5.32M | Sell |
115,401
-10,414
| -8% | -$480K | 0.06% | 321 |
|
|
2024
Q1 | $5.59M | Buy |
125,815
+2,048
| +2% | +$91K | 0.06% | 311 |
|
|
2023
Q4 | $5.15M | Sell |
123,767
-2,330
| -2% | -$97K | 0.07% | 281 |
|
|
2023
Q3 | $4.84M | Buy |
126,097
+115,122
| +1,049% | +$4.41M | 0.07% | 260 |
|
|
2023
Q2 | $428K | Sell |
10,975
-21,088
| -66% | -$822K | 0.01% | 989 |
|
|
2023
Q1 | $1.16M | Buy |
32,063
+716
| +2% | +$25.9K | 0.02% | 649 |
|
|
2022
Q4 | $1.08M | Buy |
31,347
+1,908
| +6% | +$65.5K | 0.02% | 638 |
|
|
2022
Q3 | $955K | Buy |
+29,439
| New | +$955K | 0.02% | 639 |
|