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EP Wealth Advisors’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

EP Wealth Advisors’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
2025
Q2 		$181K Buy
+4,085
New +$170K ﹤0.01% 1281

Other funds holding DJUL

OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

EP Wealth Advisors's DJUL Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in FT Vest US Equity Deep Buffer ETF July (DJUL) in Q2 2025: 4,085 shares worth $181K. The stake represents ﹤0.01% of the portfolio and ranks #1281 among its holdings.

103 funds tracked by Wall St. Rank hold DJUL as of Q2 2025.

  • EP Wealth Advisors held 4,085 shares of FT Vest US Equity Deep Buffer ETF July worth $181K as of Q2 2025.
  • FT Vest US Equity Deep Buffer ETF July was a new EP Wealth Advisors position in Q2 2025.
  • FT Vest US Equity Deep Buffer ETF July made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1281 holding.
  • 103 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.