Comprehensive Financial Consultants Institutional’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Comprehensive Financial Consultants Institutional’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
2026 Q2	$2.94M	Sell	58,637 -714	-1%	-$35.2K	0.78%	49
2026 Q1	$2.77M	Sell	59,351 -707	-1%	-$33.6K	0.82%	40
2025 Q4	$2.86M	Sell	60,058 -2,626	-4%	-$124K	0.86%	40
2025 Q3	$2.93M	Buy	+62,684	New	+$2.87M	0.91%	34
2025 Q1	–	Sell	-9,340	Closed	-$392K	–	176
2024 Q4	$392K	Sell	9,340 -708	-7%	-$29.7K	0.14%	130
2024 Q3	$416K	Buy	+10,048	New	+$404K	0.15%	129
2024 Q1	–	Sell	-95,518	Closed	-$3.49M	–	160
2023 Q4	$3.49M	Buy	95,518 +14,700	+18%	+$513K	1.62%	9
2023 Q3	$2.75M	Buy	+80,818	New	+$2.81M	1.44%	17
2022 Q1	–	Sell	-750	Closed	-$24K	–	223
2021 Q4	$24K	Buy	+750	New	+$25K	0.02%	288

Other funds holding DJUL

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

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

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

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $471M AUM

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's DJUL Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional reduced its FT Vest US Equity Deep Buffer ETF July (DJUL) stake by 1.2% in Q2 2026, selling an estimated $35.2K and leaving 58,637 shares worth $2.94M. The position accounts for 0.78% of the portfolio, ranked #49.

Comprehensive Financial Consultants Institutional first reported a position in DJUL in Q4 2021 and has held it in 9 quarters since. The position peaked at $3.49M in Q4 2023. 118 funds tracked by Wall St. Rank hold DJUL as of Q2 2026.

Comprehensive Financial Consultants Institutional held 58,637 shares of FT Vest US Equity Deep Buffer ETF July worth $2.94M as of Q2 2026.
Comprehensive Financial Consultants Institutional sold 714 FT Vest US Equity Deep Buffer ETF July shares in Q2 2026, an estimated $35.2K.
FT Vest US Equity Deep Buffer ETF July made up 0.78% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #49 holding.
Comprehensive Financial Consultants Institutional first reported a position in FT Vest US Equity Deep Buffer ETF July in Q4 2021 and has held it in 9 quarters since.
Comprehensive Financial Consultants Institutional's FT Vest US Equity Deep Buffer ETF July position peaked at $3.49M in Q4 2023.
118 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.