Wealthcare Advisory Partners’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Wealthcare Advisory Partners’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
2024 Q1	–	Sell	-196,593	Closed	-$8.18M	–	816
2023 Q4	$8.18M	Sell	196,593 -7,131	-4%	-$282K	0.33%	58
2023 Q3	$7.81M	Buy	+203,724	New	+$8M	0.36%	56
2023 Q2	–	Sell	-75,576	Closed	-$2.73M	–	732
2023 Q1	$2.73M	Sell	75,576 -1,760	-2%	-$62.4K	0.12%	145
2022 Q4	$2.65M	Buy	77,336 +2,988	+4%	+$102K	0.13%	136
2022 Q3	$2.41M	Buy	+74,348	New	+$2.57M	0.14%	121

Other funds holding FJUL

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wealthcare Advisory Partners's FJUL Position: Q1 2024 in Review

Wealthcare Advisory Partners sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q1 2024, closing a stake of 196,593 shares — an estimated $8.18M sold.

Wealthcare Advisory Partners first reported a position in FJUL in Q3 2022 and held it in 5 quarters. The position peaked at $8.18M in Q4 2023. 131 funds tracked by Wall St. Rank hold FJUL as of Q1 2024.

Wealthcare Advisory Partners reported no remaining FT Vest US Equity Buffer ETF July position as of Q1 2024 after selling out during the quarter.
Wealthcare Advisory Partners sold 196,593 FT Vest US Equity Buffer ETF July shares in Q1 2024, an estimated $8.18M.
Wealthcare Advisory Partners first reported a position in FT Vest US Equity Buffer ETF July in Q3 2022 and held it in 5 quarters.
Wealthcare Advisory Partners's FT Vest US Equity Buffer ETF July position peaked at $8.18M in Q4 2023.
131 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2024, filed 15 Apr 2024.