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 Q2	$200K	Hold	3,361	–	–	﹤0.01%	695
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 $369B AUM 28.27% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

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

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

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

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Capital Analysts LLC's FJUL Position: Q2 2026 in Review

Capital Analysts LLC held its FT Vest US Equity Buffer ETF July (FJUL) position steady in Q2 2026 at 3,361 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Capital Analysts LLC first reported a position in FJUL in Q3 2021 and has held it in 15 quarters since. The position peaked at $3.13M in Q4 2024. 158 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

Capital Analysts LLC held 3,361 shares of FT Vest US Equity Buffer ETF July worth $200K as of Q2 2026.
Capital Analysts LLC left its FT Vest US Equity Buffer ETF July share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF July made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #695 holding.
Capital Analysts LLC first reported a position in FT Vest US Equity Buffer ETF July in Q3 2021 and has held it in 15 quarters since.
Capital Analysts LLC's FT Vest US Equity Buffer ETF July position peaked at $3.13M in Q4 2024.
158 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.