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WealthPLAN Partners’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

WealthPLAN Partners’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
Q1 		– Sell
-48,445
Closed -$1.61M – 386
2021
Q4 		$1.61M Sell
48,445
-1,829
-4% -$60.9K 0.11% 136
2021
Q3 		$1.68M Buy
+50,274
New +$1.65M 0.11% 131

Other funds holding DJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SCM
Southport Capital Management Chattanooga, Tennessee $274M AUM 28.84% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WealthPLAN Partners's DJUL Position: Q1 2022 in Review

WealthPLAN Partners sold out of FT Vest US Equity Deep Buffer ETF July (DJUL) in Q1 2022, closing a stake of 48,445 shares — an estimated $1.61M sold.

WealthPLAN Partners first reported a position in DJUL in Q3 2021 and held it in 2 quarters. The position peaked at $1.68M in Q3 2021. 33 funds tracked by Wall St. Rank hold DJUL as of Q1 2022.

  • WealthPLAN Partners reported no remaining FT Vest US Equity Deep Buffer ETF July position as of Q1 2022 after selling out during the quarter.
  • WealthPLAN Partners sold 48,445 FT Vest US Equity Deep Buffer ETF July shares in Q1 2022, an estimated $1.61M.
  • WealthPLAN Partners first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2021 and held it in 2 quarters.
  • WealthPLAN Partners's FT Vest US Equity Deep Buffer ETF July position peaked at $1.68M in Q3 2021.
  • 33 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q1 2022.

Based on WealthPLAN Partners's 13F filing for Q1 2022, filed 3 May 2022.