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WMG Financial Advisors’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

WMG Financial Advisors’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
2022
Q4 		– Sell
-6,315
Closed -$205K – 144
2022
Q3 		$205K Hold
6,315
– – 0.18% 126
2022
Q2 		$209K Hold
6,315
– – 0.18% 127
2022
Q1 		$228K Hold
6,315
– – 0.17% 149
2021
Q4 		$232K Buy
+6,315
New +$227K 0.18% 144

Other funds holding FJUL

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AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WMG Financial Advisors's FJUL Position: Q4 2022 in Review

WMG Financial Advisors sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q4 2022, closing a stake of 6,315 shares — an estimated $205K sold.

WMG Financial Advisors first reported a position in FJUL in Q4 2021 and held it in 4 quarters. The position peaked at $232K in Q4 2021. 81 funds tracked by Wall St. Rank hold FJUL as of Q4 2022.

  • WMG Financial Advisors reported no remaining FT Vest US Equity Buffer ETF July position as of Q4 2022 after selling out during the quarter.
  • WMG Financial Advisors sold 6,315 FT Vest US Equity Buffer ETF July shares in Q4 2022, an estimated $205K.
  • WMG Financial Advisors first reported a position in FT Vest US Equity Buffer ETF July in Q4 2021 and held it in 4 quarters.
  • WMG Financial Advisors's FT Vest US Equity Buffer ETF July position peaked at $232K in Q4 2021.
  • 81 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q4 2022.

Based on WMG Financial Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.