Capital Analysts LLC’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Capital Analysts LLC’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
2026 Q1	$184K	Sell	3,361 -84	-2%	-$4.7K	﹤0.01%	658
2025 Q4	$193K	Sell	3,445 -2,749	-44%	-$152K	0.01%	628
2025 Q3	$339K	Buy	6,194 +1,386	+29%	+$73.9K	0.01%	489
2025 Q2	$249K	Sell	4,808 -3,995	-45%	-$194K	0.01%	507
2025 Q1	$419K	Sell	8,803 -55,159	-86%	-$2.71M	0.02%	402
2024 Q4	$3.13M	Buy	63,962 +331	+0.5%	+$16.2K	0.13%	138
2024 Q3	$3.06M	Buy	+63,631	New	+$2.97M	0.12%	140
2023 Q2	–	Sell	-1,000	Closed	-$36K	–	1008
2023 Q1	$36K	Sell	1,000 -2,382	-70%	-$84.4K	﹤0.01%	638
2022 Q4	$116K	Hold	3,382	–	–	0.01%	473
2022 Q3	$110K	Buy	3,382 +1,982	+142%	+$68.6K	0.01%	428
2022 Q2	$46K	Hold	1,400	–	–	﹤0.01%	572
2022 Q1	$51K	Buy	1,400 +400	+40%	+$14.2K	﹤0.01%	545
2021 Q4	$37K	Hold	1,000	–	–	﹤0.01%	608
2021 Q3	$35K	Buy	+1,000	New	+$35K	﹤0.01%	626

Other funds holding FJUL

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

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

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Capital Analysts LLC's FJUL Position: Q1 2026 in Review

Capital Analysts LLC reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 2.4% in Q1 2026, selling an estimated $4.7K and leaving 3,361 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Capital Analysts LLC first reported a position in FJUL in Q3 2021 and has held it in 14 quarters since. The position peaked at $3.13M in Q4 2024. 147 funds tracked by Wall St. Rank hold FJUL as of Q1 2026.

Capital Analysts LLC held 3,361 shares of FT Vest US Equity Buffer ETF July worth $184K as of Q1 2026.
Capital Analysts LLC sold 84 FT Vest US Equity Buffer ETF July shares in Q1 2026, an estimated $4.7K.
FT Vest US Equity Buffer ETF July made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #658 holding.
Capital Analysts LLC first reported a position in FT Vest US Equity Buffer ETF July in Q3 2021 and has held it in 14 quarters since.
Capital Analysts LLC's FT Vest US Equity Buffer ETF July position peaked at $3.13M in Q4 2024.
147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.