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Strategic Asset Management’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Strategic Asset Management’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
2022
Q3 		$97K Buy
3,274
+1,544
+89% +$48K 0.17% 91
2022
Q2 		$53K Buy
1,730
+1,505
+669% +$47.9K 0.09% 152
2022
Q1 		$8K Hold
225
– – 0.01% 419
2021
Q4 		$8K Buy
+225
New +$7.49K 0.01% 401

Other funds holding DJUL

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Strategic Asset Management's DJUL Position: Q3 2022 in Review

Strategic Asset Management increased its FT Vest US Equity Deep Buffer ETF July (DJUL) stake by 89% in Q3 2022, buying an estimated $48K and bringing the position to 3,274 shares worth $97K. The position accounts for 0.17% of the portfolio, ranked #91.

Strategic Asset Management first reported a position in DJUL in Q4 2021 and has held it in 4 quarters since. 41 funds tracked by Wall St. Rank hold DJUL as of Q3 2022.

  • Strategic Asset Management held 3,274 shares of FT Vest US Equity Deep Buffer ETF July worth $97K as of Q3 2022.
  • Strategic Asset Management bought 1,544 FT Vest US Equity Deep Buffer ETF July shares in Q3 2022, an estimated $48K.
  • FT Vest US Equity Deep Buffer ETF July made up 0.17% of Strategic Asset Management's portfolio in Q3 2022, its #91 holding.
  • Strategic Asset Management first reported a position in FT Vest US Equity Deep Buffer ETF July in Q4 2021 and has held it in 4 quarters since.
  • 41 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.