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

Stratos Wealth Advisors’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
2024
Q1 		– Sell
-23,773
Closed -$868K – 671
2023
Q4 		$868K Sell
23,773
-2,227
-9% -$77.7K 0.05% 356
2023
Q3 		$883K Buy
+26,000
New +$904K 0.06% 328

Other funds holding DJUL

OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Stratos Wealth Advisors's DJUL Position: Q1 2024 in Review

Stratos Wealth Advisors sold out of FT Vest US Equity Deep Buffer ETF July (DJUL) in Q1 2024, closing a stake of 23,773 shares — an estimated $868K sold.

Stratos Wealth Advisors first reported a position in DJUL in Q3 2023 and held it in 2 quarters. The position peaked at $883K in Q3 2023. 87 funds tracked by Wall St. Rank hold DJUL as of Q1 2024.

  • Stratos Wealth Advisors reported no remaining FT Vest US Equity Deep Buffer ETF July position as of Q1 2024 after selling out during the quarter.
  • Stratos Wealth Advisors sold 23,773 FT Vest US Equity Deep Buffer ETF July shares in Q1 2024, an estimated $868K.
  • Stratos Wealth Advisors first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2023 and held it in 2 quarters.
  • Stratos Wealth Advisors's FT Vest US Equity Deep Buffer ETF July position peaked at $883K in Q3 2023.
  • 87 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q1 2024.

Based on Stratos Wealth Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.