B. Riley Wealth Advisors’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

B. Riley Wealth 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
2025 Q2	–	Sell	-6,436	Closed	-$307K	–	1159
2025 Q1	$307K	Hold	6,436	–	–	0.01%	960
2024 Q4	$315K	Sell	6,436 -1,000	-13%	-$48.8K	0.01%	855
2024 Q3	$356K	Buy	7,436 +86	+1%	+$4.01K	0.01%	876
2024 Q2	$339K	Sell	7,350 -27,984	-79%	-$1.25M	0.01%	972
2024 Q1	$1.36M	Buy	35,334 +850	+2%	+$36.5K	0.04%	440
2023 Q4	$1.44M	Sell	34,484 -850	-2%	-$33.6K	0.04%	441
2023 Q3	$1.36M	Buy	+35,334	New	+$1.39M	0.04%	440
2022 Q4	–	Sell	-15,739	Closed	-$511K	–	1526
2022 Q3	$511K	Buy	+15,739	New	+$545K	0.02%	751

Other funds holding FJUL

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return

B. Riley Wealth Advisors's FJUL Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q2 2025, closing a stake of 6,436 shares — an estimated $307K sold.

B. Riley Wealth Advisors first reported a position in FJUL in Q3 2022 and held it in 8 quarters. The position peaked at $1.44M in Q4 2023. 132 funds tracked by Wall St. Rank hold FJUL as of Q2 2025.

B. Riley Wealth Advisors reported no remaining FT Vest US Equity Buffer ETF July position as of Q2 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 6,436 FT Vest US Equity Buffer ETF July shares in Q2 2025, an estimated $307K.
B. Riley Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF July in Q3 2022 and held it in 8 quarters.
B. Riley Wealth Advisors's FT Vest US Equity Buffer ETF July position peaked at $1.44M in Q4 2023.
132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.